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Remote Retirement Sales Jobs (NOW HIRING)

... retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is ... For all virtual remote positions, in order to ensure associates can effectively perform their job ...

$120K - $160K/yr

... retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is ... For all virtual remote positions, in order to ensure associates can effectively perform their job ...

About the role Our Sales Support Specialists play a key role in the success of our Retirement ... As a remote-first organization committed to providing a positive experience for both employees and ...

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Remote Retirement Sales information

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$25K

$62.4K

$123K

How much do remote retirement sales jobs pay per year?

As of May 28, 2026, the average yearly pay for remote retirement sales in the United States is $62,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Retirement Sales Professional, and why are they important?

To thrive as a Remote Retirement Sales Professional, you need a solid understanding of retirement products, financial planning, and proven sales experience, often supported by a relevant degree and FINRA Series 6 or 7 licenses. Familiarity with CRM software, virtual communication platforms, and retirement planning tools is essential. Strong interpersonal skills, self-motivation, and the ability to build trust remotely set top performers apart in this role. These skills are important because they enable professionals to effectively advise clients, close sales from a distance, and foster long-term client relationships in a highly regulated industry.

What are some common challenges faced by professionals in a Remote Retirement Sales role, and how can they be addressed?

One common challenge in Remote Retirement Sales is building trust and rapport with clients without face-to-face interactions. To overcome this, professionals often leverage video conferencing, timely follow-ups, and clear, transparent communication to foster client relationships. Another challenge is staying motivated and organized while working independently; many successful remote sales professionals set structured daily schedules and use digital CRM tools to track their progress. Additionally, they frequently collaborate with internal teams such as marketing and compliance via virtual meetings to stay aligned on product updates and regulatory changes.

What is a Remote Retirement Sales job?

A Remote Retirement Sales job involves selling retirement plans, products, or services, such as 401(k)s, IRAs, or annuities, to clients while working from a remote location. Professionals in this role connect with customers through phone, email, or video calls to understand their retirement needs and recommend suitable solutions. They may also provide guidance on retirement planning, answer client questions, and build long-term relationships. This position typically requires strong communication skills, knowledge of retirement products, and the ability to work independently from home.

What is the difference between Remote Retirement Sales vs Retirement Advisor?

AspectRemote Retirement SalesRetirement Advisor
CredentialsSales certifications, FINRA licensesFINRA licenses, CFP certification
Work EnvironmentRemote, sales-focusedOffice or remote, client advisory
Industry UsageFinancial services, insuranceFinancial planning, wealth management

Remote Retirement Sales primarily focuses on selling retirement-related financial products remotely, emphasizing sales skills and certifications. Retirement Advisors provide personalized financial planning and advice, often requiring CFP certification. While both roles operate within the financial industry and may share some credentials, their core functions differ: one is sales-oriented, the other advisory-focused.

More about Remote Retirement Sales jobs
What cities are hiring for Remote Retirement Sales jobs? Cities with the most Remote Retirement Sales job openings:
What are the most commonly searched types of Retirement Sales jobs? The most popular types of Retirement Sales jobs are:
What states have the most Remote Retirement Sales jobs? States with the most job openings for Remote Retirement Sales jobs include:
Infographic showing various Remote Retirement Sales job openings in the United States as of May 2026, with employment types broken down into 76% Full Time, 13% Part Time, and 11% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $62,441 per year, or $30 per hour.
Team Lead, Institutional Retirement Sales

Team Lead, Institutional Retirement Sales

Lincoln Financial

Radnor, PA • Remote

Full-time

Medical, Life, Retirement, PTO

Posted yesterday


Lincoln Financial rating

7.5

Company rating: 7.5 out of 10

Based on 67 frontline employees who took The Breakroom Quiz

195th of 258 rated insurance


Job description

Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

 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 #: 75698

The Role at a Glance

As the Team Lead, Institutional Retirement Sales, you will provide leadership and direction to ensure group results for a team of Retirement Sales Consultants supporting the Institutional Retirement Distribution (IRD) sales. You will direct and motivate the team by setting priorities and activities to help us grow our full service Defined Contribution and Stable Value Investment Only product offerings which lead to an increase in sales revenue and market share within the Institutional Retirement Plan business. You and your team will interact with retirement plan consultants, plan sponsors, and internal teams here at Lincoln to put forth the best offering to identify and establish new business opportunities. You will partner with IRD leadership, both Sales and Consultant Relations, to execute key deliverables, initiatives and support strategic decision making.

What you'll be doing

• Directs the core team responsibilities to improve standards and enhance our internal/external customer experience

• Act as a resource on DC and SVIO products, as well as industry related data for external and internal stakeholders

• Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives

• Ensure the proper processing of all sold products from time of sale to issuance

• Develop and maintain a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities

• Identify new advisors/consultants and makes proactive calls to prospective plan sponsors and intermediaries to generate RFP's and/or appointments

• Manage the sales cycle (including but not limited to; generating the proposals, preparing for finalist presentations, and getting answers to unresolved issues/questions) which often lasts 6-12 months

• Work closely with external sales stakeholders to generate requests for proposals, assists in preparing for finalist presentations, and follows up on unresolved issues to win new business

• Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent

• Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance

• Establishes and implements priorities, performance goals and objectives to ensure group results

• Directs and oversees assigned internal sales team and complex sales activities which lead to an increase in sales revenue and market share

• Directs and monitors sales targets for assigned sales teams and monitors performance on a continual basis

• Analyzes benchmarks and performance metrics to track and report complex sales plan progress, effectiveness, return on spend and bottom-line impact

• Provides sales subject matter expertise, training and coaching to sales staff to ensure sales goals are achieved

What we’re looking for

Must-haves:

  • 7+ years of experience in financial services sales and/or relationship management that aligns with the responsibilities for this position
  • 3+ years of managerial, supervisory and/or demonstrated leadership experience
  • Strong working knowledge of retirement plan sales process
  • FINRA S6 and S63 will be required within 90 days of hire
  • Life & Health certification will be required within 120 days of hire
  • Confident, comfortable communicator with strong written and verbal communication skills
  • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches
  • Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding
     

Nice-to-haves: 

  • Experience specific to Stable Value solutions and product offerings
  • Experience specific to the RFP/Finalist/Implementation process for large market DC offers
Application Deadline

Applications for this position will be accepted through June 19th, 2026, subject to earlier closure due to applicant volume

#LI-Remote

What’s it like to work here?

At Lincoln Financial, 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 job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

  • 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

  • Work arrangements that work for you

  • Effective productivity/technology tools and training

The pay range for this position is $96,900 - $250,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

Lincoln is committed to creating an 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, Instagram, and YouTube. 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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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. 


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About Lincoln Financial

Sourced by ZipRecruiter

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Radnor, PA, US

Year founded

1905