Sr. Consultant, Retirement Sales Support

Lincoln Financial•Fort Wayne, IN

8d•$96,900 - $176,200•Hybrid

About The Position

We are excited to be hiring Sr. Consultant, Retirement Sale Support to our RPS Multi-Fund Product Team. In this role, you will provide support to the Multi-Fund block of business. You will play a critical role as subject matter expert responding to inquiries related to the various Products, Contracts, Selling Group Agreements, exception management, and day-to-day administration at the product level.

Requirements

5 – 7+ Years of experience with retirement products and/or services that align with the responsibilities of this position
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Confident, comfortable communicator with strong written and verbal communication skills
Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
FINRA Series 6 required within 90 days of hire

Nice To Haves

Prior experience with Lincoln Multi-Fund, IFA, GFA, GVA, and MFGVA products

Responsibilities

Collaborate cross-functionally with Operations, Legal, Compliance and Distribution to provide comprehensive support and insights to maintain and ensure the integrity of the Multi-Fund offerings.
Review and provide training for various business partners as requested, such as external Broker/Dealers, Financial Advisors and internal partners with RPS.
Identify and direct cost saving and efficiency opportunities based on competitive intelligence, trends, and retirement plan expertise
Participate in the Annual Prospectus update, partnering with Legal and Funds Management
Monitor the book of business for trends, reporting and investigating anomalies