Retirement Consultant

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🤠 Texas – Distant

🤠 Texas – Remote

💵 $80 000 - $100 000 / an

⏰ Temps Plein

🟢 Junior

💼 Consultant

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Lincoln Financial

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1905

💼 Conseil

⚖️ Juridique

💸 Finance

Consulting • Legal • Finance

Lincoln Financial est une organisation dédiée à la protection de la vie privée et de la sécurité de ses candidats. Elle informe activement les candidats sur les éventuelles arnaques de recrutement et décrit ses procédures de recrutement rigoureuses, tout en précisant qu'elle ne demande pas d'informations personnelles sensibles pendant le processus de candidature. L'entreprise offre un éventail diversifié d'opportunités de carrière dans divers domaines tels que l'actuariat, la finance, le juridique et le service client, et s'engage à maintenir l'égalité des chances en matière d'emploi.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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