Wealth management
10 retirement plan sales experts
These ten sales professionals have sold employer retirement plans in their own roles, as wholesalers, regional sales directors and national sales leaders. A reader can learn from them how retirement plans are sold to employers and to the advisors who serve them.
Professionals to explore
01—10Alan J. Dumas
LinkedInExperience: Regional Vice President, Retirement Plan Counselor · Capital Group
Regional Vice President, Retirement Plan Counselor at Capital Group since 2012; the profile describes being accountable for sales and marketing of Capital Group's defined contribution recordkeeping platform and mutual funds through financial consultants, registered investment advisers and third party administrators in South TX. Former Senior VP, Retirement Plan Sales at Fidelity Investments (2004–2009) and former Director Retirement Plan Sales at Principal Financial Group (1998–2004).
Bill Kelly
LinkedInExperience: Managing Director - Retirement Plan Sales · MassMutual
Former Managing Director - Retirement Plan Sales at MassMutual (2017–2020) and former Regional Vice President of Sales at Voya Financial (2008–2017). Regional Vice President, Private & Corporate Retirement Plans at Nationwide Financial since June 2024, where the profile describes collaborating with financial advisors, TPAs, RIAs and retirement plan specialists across Eastern Massachusetts, New Hampshire, Maine and Rhode Island.
Dennis Grant
LinkedInExperience: Regional 401(k) Sales Director · Lincoln Financial
Regional 401(k) Sales Director at Lincoln Financial since 2008; the profile says the role is responsible for sales of 401(k) plans in the zero to twenty million market within the wire and independent channels. Former Retirement Sales Consultant (2005–2006) and Director Regional Retirement & Annuity Consultant (2006–2008) at UBS.
Douglas J. Hajjar
LinkedInExperience: Regional 401(k) Sales Director · Lincoln Financial
Regional 401(k) Sales Director at Lincoln Financial since 2018; the profile describes working with business clients to build retirement plans that meet the needs of business owners and their employees. Former Regional Vice President Group Retirement Plans at Ohio National Financial Services (2013–2018) and former Rocky Mountain Regional Sales Director (401k Plans) at First Mercantile Trust/ Mass Mutual (2010–2011).
Douglas Shannon
LinkedInExperience: Senior Retirement Sales Director · T. Rowe Price
Senior Retirement Sales Director at T. Rowe Price since 1996, a role the profile headline places at T. Rowe Price Retirement Plan Services. The profile describes listening to the needs of advisor partners so as to support them with the proper recordkeeping solutions for their clients.
Jim McCrory
LinkedInExperience: Director of MEP, PEP and MEAP Marketing and Sales - Lincoln Financial Distributors · Lincoln Financial
Director of MEP, PEP and MEAP Marketing and Sales - Lincoln Financial Distributors at Lincoln Financial since 2016; the profile says the role is responsible nationally for growing 401(k) sales of PEO and MEP plans, including raising the 401(k) adoption rate among existing PEO and MEP clients. The profile also lists Retirement Plan Sales - Wholesaler at Lincoln Financial (2000–2006).
Joshua Saboe CFP®
LinkedInExperience: Senior Retirement Sales Representative · Principal Financial Group
Former Senior Retirement Sales Representative (2008–2014) and Vice President - Sales (2014–2019) at Principal Financial Group, and Regional Managing Director there since 2019. As a retirement plan sales professional for Principal, the profile describes working closely with plan sponsors and financial professionals in the Central Region on services including fiduciary support and plan investment reviews.
Ray Jambois
LinkedInExperience: Regional Vice President, Institutional Retirement Sales Director External Wholesaler · Lincoln Financial
Former Regional Vice President, Institutional Retirement Sales Director External Wholesaler at Lincoln Financial (2015–2018), where the profile describes being accountable for developing sales in the mid and large retirement plan market, with a focus on plans with assets of more than $15M and less than $1B. Former Vice President Of Business Development at Heartland Retirement Plan Services (2020–2023).
Ross McDonald
LinkedInExperience: National Retirement Sales Director · Capital Group
National Retirement Sales Director at Capital Group since April 2025. At Capital Group the profile also lists SVP, Midwest Institutional Retirement Division Manager (2023–2025), SVP, Western Retirement Plan Division Manager (2019–2023) and SVP, Central U.S. - Capital Group American Funds (2016–2019).
Scott Gardner
LinkedInExperience: Major & National Account District Manager - GA & AL · ADP, Inc.
Major & National Account District Manager - GA & AL at ADP, Inc. since 2013; the profile says the role is responsible for sales of 401k and 457 plans to companies with 100+ employees in Georgia and Alabama. Former Senior Vice President - Sales and Business Development at ExpertPlan (2010–2013) and former Major Account District Manager at ADP Retirement Services (1995–2009).
Choose the right perspective
Match the person's market to yours, since selling start-up plans to small businesses differs from competing for large plans with consultants involved. Also consider whether you need someone who covered a single territory or someone who led a national or multi-region sales organization.
Questions to take into the conversation
- 01How do you find and win the financial advisors and third party administrators who bring you new plans?
- 02What makes a plan sponsor switch recordkeepers, and how do you win those takeover cases?
- 03How do you size and measure a retirement plan wholesaling territory?
Reaching retirement plan sales experts
How can I contact one of these retirement plan sales experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 6 companies, including Capital Group, MassMutual and Lincoln Financial, based on profile data retrieved on October 4, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach retirement plan sales experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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