Jim McCrory currently serves as the Director of Group Plan Retirement Plan Sale at Lincoln Financial Distributors, Inc. (LFD), the wholesaling distribution arm of Lincoln Financial Group. In this role, Jim is responsible for growing Lincoln’s base of existing group plan relationships and spearheading sales of new MEP and MEAP business.
Prior to Jim’s current role, Jim served as the Southern Divisional Sales Manager of the Defined Contribution/Small Market 401(k) sales team. In this capacity, Jim was responsible for managing a team of wholesalers, and ensuring that the Defined Contribution Small Market distribution strategy and tactical execution are consistent with LFG’s short and long-term strategic objectives. During Jim’s tenure at Lincoln Financial Distributors, he has held a number of sales positions including, National and Regional Sales manager, team leader and as a retirement plan wholesaler.
Prior to his current position at Lincoln Financial, Jim was a Divisional Sales Director with The Standard Insurance Company, where he managed the sales efforts in the southeast region. Early in his career, Jim served in a range of retirement consultant roles at Northern Trust and at Hazlehurst Retirement Consulting.
Jim earned a Bachelor of Science degree in Mathematics and Education from Auburn University in 1988; and holds a FINRA securities registration 6, 26 and 63.