Account Manager- Retirement

Lincoln Financial • Fort Wayne, IN

1d • Remote

About The Position

We are excited to bring on an Account Manager to our Retirement Plan Services business line, on the small market side, to work from home. 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 TPA Partners, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors. Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Requirements

• 3 – 5 + years’ experience in relationship management and/or 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 required within 90 days of start
• ASPPA RPF required within 180 days of start

Nice To Haves

• Strong working knowledge of retirement plan administration
• Strong project management skills
• Strong presentation skills

Responsibilities

• Focus on retention of our existing clients by maintaining client satisfaction
• Collaborating with internal and external 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees