Retirement Consultant
Description:
• Deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants
• Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics
• Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business
• Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
• Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders
• Support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goal
Requirements:
• 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities
• Lives in Philadelphia area with the ability to travel up to 50% regionally and nationally
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• FINRA SIE, S6, and S63 within 90 days of hire (pre-registration preferred)
• Life & Health within 90 days of hire (pre-licensed preferred)
• Experience in Group Benefits
• College of Financial Planning or comparable certification(s) or designations
• Prior system experience with: Excel, Salesforce, and Teams
• Bilingual Spanish/English
Benefits:
• 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
Apply Now
Apply Now
• Deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants
• Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics
• Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business
• Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
• Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders
• Support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goal
Requirements:
• 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities
• Lives in Philadelphia area with the ability to travel up to 50% regionally and nationally
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• FINRA SIE, S6, and S63 within 90 days of hire (pre-registration preferred)
• Life & Health within 90 days of hire (pre-licensed preferred)
• Experience in Group Benefits
• College of Financial Planning or comparable certification(s) or designations
• Prior system experience with: Excel, Salesforce, and Teams
• Bilingual Spanish/English
Benefits:
• 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
Apply Now
Apply Now