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.
Responsibilities
- Serving as a strategic partner to our retirement plan clients
- Leading a robust and experienced internal service team
- Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
- Using your organizational and leadership skills to navigate through successful issue resolution
- Strategically presenting new products and services, as appropriate
Skills
- 5+ years of experience in the Retirement Industry in a client facing role
- Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
- Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
- FINRA S6 & S63- required within 90 days of hire
- Life & Health license- required within 120 days of hire
- Ability to travel to clients approximately 30% of time
- Experience with retention of Retirement Plan clients in Large market
- Governmental plan experience
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
- 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
Company Overview
Lincoln 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/.