Institutional Retirement Plan Sales Director (MT/Midwest region)

**Date:** Jun 12, 2026 **Primary Location:** Milwaukee, MN, US **\#job\-location.job\-location\-inline { display:** inline; } **Company:** Lincoln Financial **Alternate Locations:** Work from Home; Denver, CO (Colorado); Des Moines, IA (Iowa); Kansas City, MO (Missouri); Madison, WI (Wisconsin); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Omaha, NE (Nebraska); Provo\-Orem, UT (Utah); Salt Lake City, UT (Utah); St. Louis, MO (Missouri); US Midwest; US West **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 \#:** 75312 The Role at a Glance As the Retirement Plan Sales Director, you will develop, implement and maintain a complex relationship management business plan to achieve profitable sales, growth, and retention goals for large/complex targeted group clients in the Mountain region. What you'll be doing * Develops, maintains and executes complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objective * Act as a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction \& retention * Builds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction \& increase sales revenues \& profitability * Identifies clients with retention risk and develops and executes complex plans to retain clients * Develops \& maintains complex plans to support retention sales \& product breadth growth within existing clients * Profiles territory of complex clients to identify which firms may be interested in LFG offerings \& targets executives with whom to build relationships * Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services \& operational structure * Participates in financial services \&/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship \&/or speaking opportunities * Supports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders * Meets or exceeds all department and/or sales goals/targets What we’re looking for **Must\-haves:** * 5\+ Years experience in sales and/or relationship management of Defined Contribution plans that directly aligns with the responsibilities for this position * 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) * FINRA S6, S63, Life \& Health within 180 days of hire * Confident, comfortable communicator with strong written and verbal communication skills * Demonstrates ability to communicate knowledgeably and credibly with internal/external