Divisional Sales Manager - Retirement Plan Services

San Francisco, California
Not Specified
Jun 18, 2024
Aug 17, 2024
Job Type
Not Specified
Career Level
Not Specified

Alternate Locations: US West; Denver, CO (Colorado); Irvine, CA (California); Los Angeles, CA (California); Phoenix, AZ (Arizona); Portland, OR (Oregon); Sacramento, CA (California); San Diego, CA (California); San Francisco, CA (California); Scottsdale, AZ (Arizona); Seattle, WA (Washington)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 73136

The Role at a Glance

The Small Market Retirement Divisional Sales Manager provides leadership, direction and functional expertise to ensure departmental results for the southeast sales region for the retirement plan solutions (RPS) sales team. They will direct and motivate his/her assigned sales team(s) covering the West Region and set strategic priorities and activities within the southeast region which will lead to an increase in sales revenue and market share within assigned area of responsibility.

What you'll be doing

Builds, enhances and maintains relationships with firms/institutions for assigned areas to drive sales results and build a comprehensive understanding of external partner's business, product and customer experience needs.
Develops, directs and maintains sales programs, sales promotion and product training meetings with external clients within assigned region.
Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Allocates, oversees, and adheres to financial budgets for assigned region.
Anticipates and provides strategies/solutions to complex external wholesale problems or trends.
Builds organizational capability within their assigned area(s) of responsibility.
Collaborates with key internal stakeholders and senior management to identify synergist/cross selling opportunities within the Lincoln Financial Group business portfolio.
Contributes to developing external wholesale strategies which optimize wholesaler productivity.
Develops, implements and oversees the execution of strategic sales and business plans for assigned region.
Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility.
Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results for their assigned area(s) of responsibility.
Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.
Ensures that top talent is hired and retained for their assigned area(s) of responsibility.
Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned area(s) of responsibility.
Identifies external partner's business, product and/or customer experience needs and collaborates with internal key stakeholders and senior management to service assigned territory.
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies.
Partners closely with internal stakeholders to align sales efforts with partner firm/institution strategies
Provides strategic direction and oversight on assigned team(s) sales goals and objectives.
Provides strategic leadership and direction to continually improve the capability and results for their assigned area(s) of responsibility.
Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects for their assigned area(s) of responsibility.
Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures.

What we're looking for


10+ Years of experience in financial services sales management and/or RPS sales experience.
3 - 5+ Years managerial, supervisory, and/or demonstrated leadership experience
Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed, and logical discussions/presentations.
Demonstrates ability to communicate knowledgeably and credibly with senior management and internal constituents.
Confident, comfortable communicator with excellent written and verbal communication skills.
Write and edit business reports and correspondence, product analysis, marketing material and web content.
Ability to think critically, analyze information and to evaluate the implications of a course of action or solution.
Ability to evaluate trends in data or information.
Demonstrated ability to identify, develop and implement processes improvements.
Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches; can influence outcomes without directing or commanding.
Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

What's it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What's in it for YOU:

  • Clearly defined career tracks and levels to help you successfully manage your career

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training

Pay Range: $225,000- $530,000

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Similar jobs

Similar jobs