Retirement Support Specialist — Remote

Lincoln Financial Group

Fort Wayne, Northern (IN, KY)

Hybrid

USD 23,000 - 32,000

Full time

26 hours ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Tuition assistance program
Work arrangements that work for you
Free financial counseling
Employee assistance program

Job summary

Lincoln Financial Group in Fort Wayne, IN is seeking a Customer Service Representative for Retirement plans. You will be the primary contact for plan participants, educate customers about the retirement plan, and deliver a positive, service‑oriented experience.

Training occurs in the Fort Wayne office with a work‑from‑home option after training; regular hours are 8:00am–8:00pm EST, with a starting pay of $20.10 per hour plus a bilingual bonus of $1.00 per hour if fluent in Spanish.

Qualifications

  • Must have strong written and verbal communication skills.
  • Ability to work in a fast-paced, team environment.
  • Ability to learn complex systems quickly and adapt to new tools.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Responsibilities

  • Answer inbound calls (60-90/day), handle emails and callbacks from participants, beneficiaries and sponsors.
  • Work in a structured, team-oriented setting focused on problem resolution.
  • Meet or exceed defined KPIs for call metrics and quality.
  • Educate customers about their retirement plan and assist with system navigation.
  • Demonstrate professionalism during high-volume periods and adapt to changing priorities.

Skills

Communication skills
Teamwork
Learning agility
MS Office
Bilingual English/Spanish

Education

High School Diploma

Job description

Lincoln Financial Group in Fort Wayne, IN is seeking a Customer Service Representative for Retirement plans. You will be the primary contact for plan participants, educate customers about the retirement plan, and deliver a positive, service‑oriented experience.

Training occurs in the Fort Wayne office with a work‑from‑home option after training; regular hours are 8:00am–8:00pm EST, with a starting pay of $20.10 per hour plus a bilingual bonus of $1.00 per hour if fluent in Spanish.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Bilingual Retirement Support Specialist – Remote
Bilingual Retirement Support Specialist – Remote

Lincoln Financial Group • Fort Wayne (IN)

Hybrid
Remote Retirement Plan Support Rep (Bilingual)
Remote Retirement Plan Support Rep (Bilingual)

Lincoln Financial • United States

Hybrid
USD 29,000 - 37,000
Remote work after training
Paid training
Remote Bilingual Customer Service Rep — Retirement Plans
Remote Bilingual Customer Service Rep — Retirement Plans

Lincoln Financial • Fort Wayne (IN)

Hybrid
Remote Bilingual Retirement Plan Services Rep
Remote Bilingual Retirement Plan Services Rep

Lincoln Financial • Fort Wayne (IN)

Hybrid
USD 26,000 - 29,000
Remote Bilingual CSR - Retirement Plans
Remote Bilingual CSR - Retirement Plans

Lincoln Financial • Fort Wayne (IN)

On-site
USD 32,000 - 52,000
Bilingual Retirement CSR (Spanish/English) - Remote
Bilingual Retirement CSR (Spanish/English) - Remote

Lincoln Financial • United States

Hybrid
401(k) and employee benefits
Paid time off
Remote work option after training
+2
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)

Lincoln Financial • United States

Hybrid
401(k) and employee benefits
Paid time off
Remote work option after training
+2
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)
Bilingual Customer Service Representative, Retirement (Fort Wayne, IN Training)

Lincoln Financial Group • Fort Wayne (IN)

Hybrid
Customer Service Representative, Retirement (Fort Wayne, IN training)
Customer Service Representative, Retirement (Fort Wayne, IN training)

Lincoln Financial • Fort Wayne (IN)

Hybrid
USD 26,000 - 29,000
Customer Service Representative, Retirement (Fort Wayne, IN training)
Customer Service Representative, Retirement (Fort Wayne, IN training)

Lincoln Financial • United States

Hybrid
USD 29,000 - 37,000
Remote work after training
Paid training