Account Manager- Retirement
About The Position
We are excited to bring on an Account Manager to our Retirement Plan Services business line to work from home or partially in our Fort Wayne based office. We have been experiencing growth and career development on our Account Management team and this is a great opportunity to be part of a growing and evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors. What you'll be doing Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building Collaborating with internal partners to establish and implement balanced resolutions to challenges Exploring, participating in and leading organizational and client projects and initiatives Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln Implementing process improvements and efficiencies What we’re looking forMust-haves:
Requirements
- 3 – 5 + years’ experience in account management and/or relationship management and retirement industry
- Ability to work independently and as part of a team
- Demonstrated strong relationship management skills
- 4-year degree or equivalent work experience
- Demonstrated critical thinking skills
- FINRA S6 license or obtains within 90 days of hire
Nice To Haves
- ASPPA or other industry certifications, RPF will be required to obtain
- Strong working knowledge of retirement plan administration
- Strong project management skills
- Strong presentation skills
Responsibilities
- Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building
- Collaborating with internal partners to establish and implement balanced resolutions to challenges
- Exploring, participating in and leading organizational and client projects and initiatives
- Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln
- Implementing process improvements and efficiencies
Benefits
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
