Remote Retirement Support Specialist

Lincoln Financial Group; Fort Wayne (IN); Remote; USD 28,000 - 30,000; Full time

Job summary

Lincoln Financial Group is seeking a Customer Service Representative, Retirement, to serve as the primary contact for retirement plan questions. You will educate customers, resolve issues, and maintain high service standards in a fast-paced call center environment.

The role offers work-from-home flexibility, required training, and opportunities for advancement within the retirement operations team. Bilingual English/Spanish adds $1 per hour.

Qualifications

• Requires strong written and verbal communication skills.
• Able to work in a fast-paced, team environment.
• Ability to learn complex systems and product knowledge.

Responsibilities

• Answer inbound calls (60–90 per day), handle emails from stakeholders.
• Work in a structured, team-oriented environment to meet KPIs.
• Educate customers about their retirement plan with problem-solving.
• Build rapport and provide accurate information about the plan.

Skills

Written communication

Verbal communication

Microsoft Office

Learn complex systems

Team collaboration

Adaptable/flexible

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Lincoln Financial Group is seeking a Customer Service Representative, Retirement, to serve as the primary contact for retirement plan questions. You will educate customers, resolve issues, and maintain high service standards in a fast-paced call center environment.

The role offers work-from-home flexibility, required training, and opportunities for advancement within the retirement operations team. Bilingual English/Spanish adds $1 per hour.