Retirement Consultant (Location TX, GA, MN or MO)

Lincoln Financial; Minneapolis (MN); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading financial services company is seeking a Bilingual Retirement Consultant to join their national team. This role will involve delivering retirement planning and education to clients and increasing plan participation. Candidates should have experience in retirement plans and be based in the Houston, Dallas, Atlanta, St. Louis, or Minneapolis area. This position offers remote work flexibility and requires travel up to 50%.

Qualifications

• 1 - 3+ Years’ experience in Retirement Plans.
• Lives in Houston, Dallas, Atlanta, St. Louis or Minneapolis area, able to travel up to 50%.
• FINRA SIE, S6, and S63 within 90 days of hire.
• Life & Health within 90 days of hire.

Responsibilities

• Conduct meetings with Plan Sponsor/Participants.
• Increase retirement plan participation and average account balance.
• Support Relationship Management and promote Lincoln services.

Skills

Experience in Retirement Plans

Bilingual Spanish/English

Passion for retirement readiness

Education

Bachelor's degree or equivalent work experience

Tools

Excel

Salesforce

Teams

Job description

Alternate Locations: Atlanta, GA (Georgia); Dallas, TX (Texas); Houston, TX (Texas); Minneapolis, MN (Minnesota); St. Louis, MO (Missouri)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

The Role at a Glance

We are excited to bring on a Bilingual Retirement Consultant within Retirement Plan Services to join the national team in any of the following locations; Houston TX, Dallas TX, Atlanta GA, St. Louis MO, or Minneapolis MN. 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.

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 goal

What we’re looking for

Must-haves:

• 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities

• Lives in Houston, Dallas, Atlanta, St. Louis or Minneapolis area 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)

• FINRA SIE, S6, and S63 within 90 days of hire (pre-registration preferred)

• Life & Health within 90 days of hire (pre-licensed preferred)

• Passion for retirement readiness

Nice-to-haves:

• Experience in Group Benefits

• College of Financial Planning or comparable certification(s) or designations

• Prior system experience with: Excel, Salesforce, and Teams

• Bilingual Spanish/English

Lincoln Financial Group is an Equal Opportunity employer and is committed to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.