Relationship Manager – Mid/Large Market
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Job Description
Relationship Manager leading client retirement plan experiences at Lincoln Financial. Managing client satisfaction and retention with strategic partnership and service team leadership.
Responsibilities:
- Serving as a strategic partner to our retirement plan clients
- Leading a robust and experienced internal service team
- Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
- Using your organizational and leadership skills to navigate through successful issue resolution
- Strategically presenting new products and services, as appropriate
Requirements:
- 5+ years of experience in the Retirement Industry in a client facing role
- Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
- Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
- FINRA S6 & S63- required within 90 days of hire
- Life & Health license- required within 120 days of hire
- Ability to travel to clients approximately 30% of time
Benefits:
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Effective productivity/technology tools and training
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