Lincoln Support Member Jobs
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: £35 – £45Hour
Location: United Kingdom
Company: Lincoln National
Description:
Lincoln Support Member Jobs
The Role at a Glance
We are excited to bring on a Retirement Consultant within Retirement Plan Services to join the West region in the Baton Rouge area. 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 average 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.
Lincoln Support Member Jobs
What you’ll be doing
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.
You will support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goals.
Lincoln Support Member Jobs
What we’re looking for
Must-haves:
1 – 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities
Lives in Baton Rouge area with ability to travel up to 50% regionally
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)
Nice-to-haves:
1 – 3+ Years’ experience in Group Benefits
1+ College of Financial Planning or comparable certification(s) or designations
Prior system experience with: Excel, Salesforce, and Teams
Bilingual Spanish/English
Lincoln Support Member Jobs
About the Lincoln National Company :
Lincoln National (UK) Ltd is a subsidiary of the U.S.-based Lincoln National Corporation, a major financial services and insurance company. The UK branch has established itself in the United Kingdom’s insurance and financial markets, offering a range of products tailored to individual and corporate clients.
The company provides various insurance products, including life insurance, health insurance, and income protection. These products are designed to cater to the diverse needs of its customers, ensuring financial security and peace of mind. Lincoln National (UK) Ltd also offers investment products, retirement solutions, and wealth management services, aiming to help clients achieve their financial goals and secure their futures.
Lincoln National (UK) Ltd prides itself on its commitment to customer service, emphasizing personalized support and professional advice. The company leverages its extensive experience and the resources of its parent company to deliver innovative and reliable financial solutions. With a strong focus on integrity and customer satisfaction, Lincoln National (UK) Ltd continues to build a reputation for trustworthiness and excellence in the UK’s financial sector.
Overall, Lincoln National (UK) Ltd represents a key part of the broader Lincoln National Corporation’s international operations, contributing to its global presence and influence in the financial services industry.
Lincoln Support Member Jobs
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