Relationship Manager – Core Market

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Acting as a strategic ally to our clients in the retirement plan sector

• Leading a talented and experienced internal service team

• Utilizing your industry expertise to deliver insightful and proactive plan evaluations, educational strategies, and advice on plan design

• Employing your organizational and leadership abilities to effectively resolve issues

• Strategically showcasing new products and services when appropriate

⛳️ Requirements

• Over 5 years of experience in the Retirement Industry in a client-facing capacity

• Demonstrated strong relationship management capabilities, with an aptitude for quickly building rapport and proactively managing plan objectives

• In-depth knowledge of ERISA and IRS regulations and their implications for retirement plans

• FINRA S6 & S63 certification required within 90 days of employment

• Life & Health license necessary within 120 days of employment

• Willingness to travel up to 30% of the time

🏝️ Benefits

• Clearly defined career pathways and job levels, along with associated competencies for each of Lincoln's core values and leadership traits

• Opportunities for leadership development and virtual training

• Paid time off and parental leave

• Competitive 401K plans and employee benefits

• Complimentary financial counseling, health coaching, and employee assistance programs

• Tuition assistance program

• Flexible work arrangements that suit your needs

• Effective productivity tools and training in technology