Client Engagement Associate - Chicago

Lincoln National; Chicago (IL); Remote; USD 42,000 - 78,000; Full time

Job summary

Lincoln National is seeking a Client Engagement Associate to join their Retirement Plan Services team in Chicago. This entry-level role offers extensive training and mentorship for candidates interested in financial services, focusing on educating clients about workplace benefits. The position supports career growth through defined tracks and additional training opportunities, fostering a strong client-focused environment.

Benefits

PTO/parental leave

401K and employee benefits

Tuition assistance program

Leadership development opportunities

Free financial counseling and health coaching

Qualifications

• 0 - 1+ years of experience in intermediary sales aligned with responsibilities.
• Life & Health insurance licenses required within 30 days of hire.
• FINRA SIE and other certifications within specified time frames.

Responsibilities

• Cultivates and manages client relationships within assigned territory.
• Provides education and training on retirement products to plan participants.
• Maintains sales data and reports efficiently.

Skills

Relationship management

Organizational skills

Education

Bachelor's degree

Job description

Alternate Locations: Chicago, IL (Illinois)

Work Arrangement:

Remote : Work at home employee

Relocation assistance:is not available for this opportunity.

Requisition #:74784

The Role at a Glance

We are excited to be hiring aClient Engagement Associate in our Retirement Plan Services Client Engagement team to work in the Greater Chicago area. This position is designed for individuals new to the financial services industry who want to develop the skills required to deliver education to workplace solutions clients. As a member of this development program, you will receive training and mentorship to learn how to successfully educate Lincoln plan participants on workplace benefits while providing a world class experience to our clients. Upon completion of the training program, this role will be expected to continue without supervision in their assigned territory resulting in increasing average deferral rates and asset gathering.

What you'll be doing

• Cultivates, manages, & maintains basic Retirement Consultant, Plan Sponsor and Participants client relationships within assigned territory.
• Learn Lincoln's products & services with Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
• Builds & maintains effective relationships with assigned RC Regional Directors and Retirement Consultants to ensure a high level of satisfaction & increase revenues.
• Provides information, education, and training on RPS & GP products & services to plan participants.
• Shadows assigned Retirement Consultants, Registered Representatives, and RC Regional Directors on site visits to learn how to achieve sales targets.
• Develops & maintains collaborative relationships with internal stakeholders to achieve sales objectives.
• Maintains sales call data in appropriate systems &/or completing sales reports

What we’re looking for

Must-haves:

• 0 - 1+ Years experience in intermediary sales that directly aligns with the specific responsibilities for this position
• 4 Year/Bachelor's degree
• Life & Health insurance licenses or required to complete within 30 days of hire date
• FINRA SIE preferred or required to complete within 60 days of hire date
• FINRA S6 and S63 or required to complete within 90 days of hire date
• Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
• Must live within the greater Chicagoland area

Nice-to-haves:

• Retirement readiness experience
• Sales or relationship management experience
• Demonstrated leadership through campus and community involvement

Travel requirements:

• 25- 50%

Application Deadline

Applications for this position will be accepted through July 18th, 2025, subject to earlier closure due to applicant volume

LI-Remote

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values andleadership 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

The pay range for this position is$42,800 - $77,700with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook, X, LinkedIn,Instagram, and YouTube.For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

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