Sr. Consultant, Retirement Sales Support

Lincoln Financial Group; Fort Wayne (IN); Hybrid; USD 96,900 - 176,200; Full time

Benefits offered by this job

Career tracks and leadership growth

Leadership development and virtual培训

Free financial counseling

Tuition assistance program

Flexible work arrangements

Productivity/technology tools training

Job summary

Lincoln Financial Group in Fort Wayne, IN is seeking a seasoned retirement products professional to support Multi-Fund offerings and train brokers, advisors, and internal partners. The role emphasizes cross-functional collaboration, cost-saving insights, and performance tracking in a hybrid work model.

You will engage with Operations, Legal, Compliance and Distribution while driving accuracy of prospectus updates and ongoing retirement plan expertise.

Qualifications

• 5–7+ years of experience with retirement products and/or services
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Confident, comfortable communicator with strong written and verbal communication skills
• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
• FINRA Series 6 required within 90 days of hire

Responsibilities

• Collaborate cross-functionally with Operations, Legal, Compliance and Distribution to provide comprehensive support and insights to maintain and ensure the integrity of the Multi-Fund offerings
• Review and provide training for various business partners as requested, such as external Broker/Dealers, Financial Advisors and internal partners with RPS
• Identify and direct cost saving and efficiency opportunities based on competitive intelligence, trends, and retirement plan expertise
• Participate in the Annual Prospectus update, partnering with Legal and Funds Management
• Monitor the book of business for trends, reporting and investigating anomalies

Skills

Strong communication

Presentation skills

FINRA Series 6

Education

Bachelor's degree

Job description

Alternate Locations: Fort Wayne, IN (Indiana); Charlotte, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:76353

The Role at a Glance

What you'll be doing

• Collaborate cross-functionally with Operations, Legal, Compliance and Distribution to provide comprehensive support and insights to maintain and ensure the integrity of the Multi-Fund offerings.


• Review and provide training for various business partners as requested, such as external Broker/Dealers, Financial Advisors and internal partners with RPS.


• Identify and direct cost saving and efficiency opportunities based on competitive intelligence, trends, and retirement plan expertise


• Participate in the Annual Prospectus update, partnering with Legal and Funds Management


• Monitor the book of business for trends, reporting and investigating anomalies

What we’re looking for

Must haves:

• 5 – 7+ Years of experience with retirement products and/or services that align with the responsibilities of this position


• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)


• Confident, comfortable communicator with strong written and verbal communication skills


• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations


• FINRA Series 6 required within 90 days of hire

Nice to have:

• Prior experience with Lincoln Multi-Fund, IFA, GFA, GVA, and MFGVA products

Application Deadline

Applications for this position will be accepted through 9/28/2026, subject to earlier closure due to applicant volume

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


• 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$96,900 - $176,200with 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.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e‑mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial (\"Lincoln\" or \"the Company\") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling [phone].

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