[Remote] Relationship Manager- Mid/Large Market
Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is a company focused on helping people confidently plan for their future. They are seeking a Relationship Manager who will lead a service team and serve as the primary contact for clients, ensuring optimal retirement plan experiences through strategic partnerships and proactive management.ResponsibilitiesServing as a strategic partner to our retirement plan clientsLeading a robust and experienced internal service teamCapitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan designUsing your organizational and leadership skills to navigate through successful issue resolutionStrategically presenting new products and services, as appropriateSkills5+ years of experience in the Retirement Industry in a client facing roleProven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goalsStrong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plansFINRA S6 & S63- required within 90 days of hireLife & Health license- required within 120 days of hireAbility to travel to clients approximately 30% of timeExperience with retention of Retirement Plan clients in Large marketGovernmental plan experienceBenefitsClearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributesLeadership development and virtual training opportunitiesPTO/parental leaveCompetitive 401K and employee benefitsFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingAnnual Incentive Program, which is discretionary and based on the performance of the company, business unit and individualOther rewards may include long-term incentives, sales incentives and Lincolnβs standard benefits packageCompany OverviewLincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. It was founded in 1905, and is headquartered in Radnor, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is https://www.lincolnfinancial.com/.