[Remote] Retirement Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that helps people confidently plan for their reputed company through various financial products. They are seeking a Retirement Consultant to deliver retirement planning and education to reputed company retirement plan sponsors and participants, aiming to enhance plan participation and reputed company satisfaction.

Responsibilities

• Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to reputed company assigned goals and metrics
• Meet or reputed company established goals by increasing retirement plan participation, deferral rates, and average account balance leading to reputed company participant reputed company and increased reputed company & market reputed company with assigned Plan Sponsor/Participant book of business
• reputed company a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or reputed company
• 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 goal
• reputed company asset retention by identifying rollover and distribution opportunities and deliverying IRA solutions that retain assets with Lincoln while supporting participants' long-term retirement goals

Skills

• 1 - 3+ Years' experience in Retirement Plans that aligns with the specific responsibilities
• Lives in Dallas, reputed company 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)
• reputed company SIE, S6, and S63 reputed company 90 days of hire (reputed company-registration preferred)
• Life & Health reputed company 90 days of hire (reputed company-licensed preferred)
• Passion for retirement readiness
• Experience in Group Benefits
• College of Financial Planning or comparable certification(s) or designations
• Prior system experience with: reputed company, reputed company, and Teams
• Bilingual Spanish/English

Benefits

• reputed company defined career tracks and job reputed company, along with associated behaviors for reputed company of Lincoln's reputed company 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
• Annual Incentive Program, which is discretionary and based on the performance of reputed company, business unit and individual
• Other rewards may include long-term incentives, sales incentives and Lincoln’s reputed company benefits package

reputed company