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Stable Value Sales Director

Dallas, TX, USA | Lincoln Financial Group

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Business Development
    General Management
  • Experience:
    5-7 years
Job Description:
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As the Stable Value Sales Director in Retirement Plan Services, you will be responsible for developing, directing, implementing & maintaining a complex business plan to achieve sales & growth goals for large/complex targeted external wholesale firms/institutions, including: having a multifaceted understanding of key contacts, how they market themselves, market segments targeted, how they operate to establish relationships, and/or value proposition for assigned area(s) of responsibility.You will direct the overall relationship within assigned firms /institutions & territory.


Drives for Results

Develops, directs, implements & maintains a business plan to achieve sales & growth goals for targeted firms including having a multifaceted understanding of key contacts, how they market themselves, market segments they target, how they operate to establish relationships &/or value proposition

Develops & drives a complex sales program strategy to increase sales revenue & market share within assigned area of responsibility

Increases penetration in territory by optimizing and growing relationships within existing complex firms/institutions

Develops, directs & executes complex plans to increase/gain opportunities to introduce Lincoln senior management & other resources to targeted firms/institutions

Develops a multifaceted understanding of existing/targeted firms/institutions including targeted market segments, how they operate &/or value proposition(s) & builds relationships with them

Builds and directs a complex relationship platform by identifying senior/executive contacts within targeted firms to achieve profitable sales & Lincoln's product breath growth

Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell & penetrate assigned firms/institutions

Ensures any potential conflicts regarding Lincoln's products/services are resolved

Conducts firm/institution meetings & in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship & speaking opportunities)

Utilizes expense budgets to set limits & maximizes sales opportunities within his/her assigned territory

Collaborates with internal stakeholders on proposals & distribution of relevant marketing materials

Maintains sales call data in appropriate systems &/or completing sales reports

Meets or exceeds all department &/or sales goals/targets

Develops and directs business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations

Directs the identification and implementation of process improvements that reduce workloads or improve quality

Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance

Cultivates, directs & maintains senior/executive level client relationships within assigned territory's firms/institution Increases/gains awareness of Lincoln's products & services with complex firms &/or institutions within assigned territory

Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell & penetrate assigned firms/institutions

Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives

Business Acumen

Remains current in profession and industry trends, including book value wrap

Makes a positive contribution as demonstrated by: - Making suggestions for improvement- Learning new skills, procedures and processes

Maintains knowledge on current and emerging developments/trends, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions

Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure

Serves as a subject matter expert to internal/external stakeholders through leveraging an advanced understanding & expertise of LFG's products, services & operational structure



4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors)

FINRA S6 and S63


5 – 7+ Years’ experience in external wholesale that directly aligns with the specific responsibilities for this position

Proven strong stable value and book value wrap experience preferred

Proven experience promoting a retirement plan solution provider directly to the plan sponsor preferred

Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures

Confident, comfortable communicator with strong written and verbal communication skills

Demonstrates ability to communicate knowledgeably and credibly with internal/external senior management

Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations

Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions

Works with mathematical concepts such as averages and/or variances

Ability to evaluate information and the implications of a course of action or solution

Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form

Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists

Define problems, collect data, establish facts and draw valid conclusions.

Evaluate trends in data or information

Ability to perform under stress in cases of emergency, critical or hazardous situations

Ability to work with others in a team environment

Demonstrated ability to identify, develop and implement processes improvements.

Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches.

Demonstrates strong interpersonal skills with a collaborative style

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.

Finds common ground and can gain collaboration among management, colleagues and peers.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)


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