Bilingual Retirement Consultant
About The Position
We are excited to bring on a Bilingual Retirement Consultant within Retirement Plan Services to join the West region to be located in either Dallas or Houston. In this role, you will deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants. This includes growing plan participation, increasing deferral rates, asset gathering, and servicing of employees. You will play a vital role in the growth, retention, and overall satisfaction of clients that you are tasked with servicing. Our goal is enabling our clients to achieve the retirement they envision.
Requirements
- 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities
- Lives in Dallas, Houston or surrounding areas with the ability to travel up to 50% regionally and nationally
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- FINRA SIE, S6, and S63 within 90 days of hire (pre-registration preferred)
- Life & Health within 90 days of hire (pre-licensed preferred)
- Passion for retirement readiness
Nice To Haves
- Experience in Group Benefits
- College of Financial Planning or comparable certification(s) or designations
- Prior system experience with: Excel, Salesforce, and Teams
- Bilingual Spanish/English
Responsibilities
- Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics
- Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business
- Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
- Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders
- Support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goal
- Drive asset retention by identifying rollover and distribution opportunities and deliverying IRA solutions that retain assets with Lincoln while supporting participants' long-term retirement goals
Benefits
- 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
