Retirement Consultant - Tri-Cities TN

Lincoln Financial Group • Memphis, TN

395d • $80,000 - $100,000 • Remote

About The Position

The Retirement Consultant role within Retirement Plan Services at Lincoln Financial Group focuses on delivering retirement planning and education to complex retirement plan sponsors and participants. The consultant will work to enhance plan participation, increase deferral rates, and improve overall client satisfaction, playing a crucial role in client retention and growth.

Requirements

• 1 - 3+ Years' experience in Retirement Plans that aligns with the specific responsibilities
• Must live in the Tri-Cities TN 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

Responsibilities

• 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.
• Support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goals.

Benefits

• Clearly defined career tracks and job levels
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Remote work environment and flexible work hybrid situations
• Effective productivity/technology tools and training

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree