Lincoln Jobs – Relationship Manager

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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