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 Job!
Apply to this Job