Retirement Consultant

Job not on LinkedIn

🕒 June 11

🤠 Texas – Remote

🤠 Texas – Remote

💵 $80k - $100k / year

⏰ Full Time

🟢 Junior

💼 Consultant

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• 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 • You will support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goal • Drive asset retention by identifying rollover and distribution opportunities and deliverying IRA solutions that retain assets with Lincoln while supporting participants' long-term retirement goals

🎯 Requirements

• 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities • Lives in Dallas, Houston or surrounding areas 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) • Passion for retirement readiness

🏖️ Benefits

• PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Effective productivity/technology tools and training • 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