Retirement Education Consultant- DC at Lincoln Financial Washington DC

Comunidade Metodista; Washington (District of Columbia); Vor Ort; USD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

PTO/Parental leave

Tuition assistance program

Free financial counseling

EAP and wellness benefits

Work arrangements that work for you

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Retirement planning

Client service

Communication

Ausbildung

Bachelor's degree

Tools

Excel

Salesforce

Teams

Jobbeschreibung

Retirement Education Consultant- DC job at Lincoln Financial. Washington DC.

Alternate Locations: Washington, DC (District of Columbia)

Work Arrangement:

Remote : Work at home employee

Relocation assistance:is not available for this opportunity.

Requisition #: 75030

The Role at a Glance

We are excited to bring on a Retirement Consultant within our Retirement Plan Services (RPS) division to join the Eastern region team in the Greater Washington DC Area. 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 goals

What we’re looking for

Must-haves:

• 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities
• Must live in the Greater Washington DC area and be able to travel frequently in and around the area
• 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)

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

Application Deadline

Applications for this position will be accepted through September 12th, 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
• 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$80,000 - $100,000with 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.

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

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.