Website Lincoln Financial
Job Description:
Lincoln has an opening for an experienced Small Market Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience possible. As a Relationship Manager,
Job Responsibilities:
- Using your organizational and leadership skills to navigate through successful issue resolution
- Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
- Serving as a strategic partner to our retirement plan clients
- Strategically presenting new products and services, as appropriate
- Leading a robust and experienced internal service team
Job Requirements:
- Ability to travel to clients approximately 30% of time
- FINRA S6 & S63- required within 90 days of hire
- 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
- 5+ years of experience in the Retirement Industry in a client facing role
- Life & Health license- required within 120 days of hire
Job Details:
Company: Lincoln Financial
Vacancy Type: Full Time
Job Location: Atlanta, GA, US
Application Deadline: N/A
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