Retirement Sales Support, Senior Associate

🔥 21 minutes ago

🇺🇸 United States – Remote

💵 $66.8k - $106.8k / year

⏰ Full Time

🟠 Senior

🤑 Sales

👻 Ghost score 0%

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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 phone and virtual meetings with participants of assigned plans to explain plan features, enrollment options, and contribution choices • Contribute to team goals for plan participation, deferral rates, and account balances by identifying enrollment and contribution opportunities • Support the inbound call center by educating participants and resolving straightforward questions • Review participant account information and plan data to understand needs and retirement goals • Explain rollover and distribution options, including IRA solutions • Document participant interactions, outcomes, and follow-up actions in the CRM system • Complete assigned follow-ups on time • Partner with Relationship Management and internal teams by sharing participant insights, supporting retention efforts, and referring participants to Lincoln services • Complete defined team-project and participant-engagement tasks • Build knowledge of plan sponsors, plan designs, and participant segments • Escalate non-routine or complex situations to senior team members or leadership • Follow regulatory, compliance, and company standards and maintain required licenses and registrations

🎯 Requirements

• 1+ Years of retirement plan, retirement services, or related financial services experience directly aligned to the duties for the role • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • FINRA SIE, S6, S63, Life & Health required with 120 days of hire • CRPS or CRPC required within 1 year of hire date • Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail • Proficiency with Salesforce or a similar CRM system preferred • Bilingual in Spanish and English preferred

🏖️ Benefits

• 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 (discretionary) • Potential long-term incentives and sales incentives • Relocation assistance is not available

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