Remote Retirement Planning Consultant - DC Area

Comunidade Metodista; Washington (District of Columbia); Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

PTO/Parental leave

Tuition assistance program

Free financial counseling

EAP and wellness benefits

Work arrangements that work for you

Job summary

Lincoln Financial in Washington DC is seeking a Retirement Consultant to deliver retirement planning, education, and service to complex sponsors and participants, with a focus on growing participation and deferral rates.

The role requires 1-3 years in retirement plans, a Bachelor's degree or equivalent, FINRA SIE/S6/S63 within 90 days, Life & Health licensure, and the ability to travel in the Greater DC area. Remote work option available.

Qualifications

• 1-3+ years’ experience in Retirement Plans related to listed responsibilities.
• Must live in the Greater Washington DC area and be able to travel frequently.
• 4 Year/Bachelor's degree or equivalent work experience.
• FINRA SIE, S6, and S63 within 90 days of hire; Life & Health within 90 days.

Responsibilities

• Conduct in-person and/or virtual meetings with sponsors/participants to hit goals.
• Increase plan participation, deferral rates, and account balances.
• Understand target sponsors/participants and value propositions.
• Support retention and cross-sell other Lincoln services with stakeholders.
• Assist regional directors to support regional objectives and goals.

Skills

Retirement planning

Client service

Communication

Education

Bachelor's degree

Tools

Excel

Salesforce

Teams

Job description

Lincoln Financial in Washington DC is seeking a Retirement Consultant to deliver retirement planning, education, and service to complex sponsors and participants, with a focus on growing participation and deferral rates.

The role requires 1-3 years in retirement plans, a Bachelor's degree or equivalent, FINRA SIE/S6/S63 within 90 days, Life & Health licensure, and the ability to travel in the Greater DC area. Remote work option available.