We help people confidently plan for their version of a successful financial future.
Relationship Manager – Core Market
Location
Illinois
Posted
3 days ago
Salary
$100K - $250K / year
Seniority
Senior
Job Description
Relationship Manager – Core Market
Lincoln Financial
• Serving as a strategic partner to our retirement plan clients • Leading a robust and experienced internal service team • Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design • Using your organizational and leadership skills to navigate through successful issue resolution • Strategically presenting new products and services, as appropriate
Job Requirements
- 5+ years of experience in the Retirement Industry in a client facing role
- Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
- Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
- FINRA S6 & S63- required within 90 days of hire
- Life & Health license- required within 120 days of hire
- Ability to travel up to 30% of time
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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