Relationship Manager – Retirement

🔥 0 minutes ago

🐊 Florida, Illinois, +9 more states – Remote

🐊 Florida – Remote 🌽 Illinois – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🌴 South Carolina – Remote 🧀 Wisconsin – Remote

💵 $100k - $168k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Serve as a strategic partner to retirement plan clients • Lead a robust and experienced internal service team • Provide proactive plan reviews, education strategies, and guidance on plan design • Navigate successful issue resolution using organizational and leadership skills • Strategically present new products and services, as appropriate • Form new relationships with clients • Ensure appropriate pricing and service offerings • Strategize on plan optimization • Serve as the single point of accountability for assigned clients • Focus on client satisfaction and retention

🎯 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 • Experience with retention of Retirement Plan clients in Large market (nice-to-have) • Governmental plan experience (nice-to-have)

🏖️ Benefits

• Clearly defined career tracks and job levels • 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 eligibility • Long-term incentives • Sales incentives • Standard benefits package