[Hiring] Retirement Sales Support Sr Associate @Lincoln Financial

Role Description

As the Retirement Sales Support Sr Associate, you will provide retirement plan education and support to participants of assigned plans, primarily by phone and virtual meetings. You will apply working knowledge of retirement plan products, processes, and guidelines to help participants understand their options and take steps toward their retirement goals. You will work under general supervision, with non-routine situations reviewed with leadership, and contribute to the immediate team's participation and retention objectives.

What you'll be doing

• Conducts phone and virtual meetings with participants of assigned plans to explain plan features, enrollment options, and contribution choices using established guidelines.
• Contributes to team goals for plan participation, deferral rates, and account balances by identifying participants who could benefit from enrolling or increasing contributions and recommending next steps.
• Supports the inbound call center by educating participants and resolving straightforward questions using established procedures and policies.
• Reviews participant account information and plan data to understand participant needs and retirement goals, and applies working knowledge to answer challenging but well-defined questions.
• Explains rollover and distribution options, including IRA solutions, to help participants make informed decisions that support their long-term retirement goals and the retention of assets with Lincoln.
• Documents participant interactions, outcomes, and follow-up actions accurately in the CRM system and completes assigned follow-ups on time.
• Partners with Relationship Management and other internal teams by sharing participant insights, supporting retention efforts, and referring participants to other Lincoln services as appropriate.
• Completes defined tasks on team projects and participant engagement activities as assigned by leadership.
• Builds knowledge of plan sponsors, plan designs, and participant segments to make participant conversations more relevant and effective.
• Escalates non-routine or complex participant and plan situations to senior team members or leadership for review and direction before acting.
• Follows regulatory, compliance, and company standards in all participant interactions and maintains required licenses and registrations.

Qualifications

• 1+ Years of retirement plan, retirement services, or related financial services experience directly aligned to the duties for the role.
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• FINRA SIE, S6, S63, Life & Health required with 120 days of hire.
• CRPS or CRPC required within 1 year of hire date.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Requirements

• Proficiency with Salesforce or a similar CRM system (Nice-to-have).
• Bilingual in Spanish and English (Nice-to-have).

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes.
• 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.
• Work arrangements that work for you.
• Effective productivity/technology tools and training.