Relationship Manager – Mid/Large Market

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🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $100k - $250k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

Finance • HR Tech • Insurance

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

• 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

🎯 Requirements

• 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

🏖️ 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