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Lincoln Financial
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July 15, 2025
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Client Engagement Associate - Chicago

Chicago, IL
Full-time
Remote
$43K/yr - $78K/yr
New Grad, Entry Level
Lincoln Financial is a company that helps people confidently plan for their future. They are seeking a Client Engagement Associate to develop skills in delivering education to workplace solutions clients, providing training and mentorship to enhance client engagement and satisfaction.
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Responsibilities

  • Cultivates, manages, & maintains basic Retirement Consultant, Plan Sponsor and Participants client relationships within assigned territory.
  • Learn Lincoln's products & services with Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
  • Builds & maintains effective relationships with assigned RC Regional Directors and Retirement Consultants to ensure a high level of satisfaction & increase revenues.
  • Provides information, education, and training on RPS & GP products & services to plan participants.
  • Shadows assigned Retirement Consultants, Registered Representatives, and RC Regional Directors on site visits to learn how to achieve sales targets.
  • Develops & maintains collaborative relationships with internal stakeholders to achieve sales objectives.
  • Maintains sales call data in appropriate systems &/or completing sales reports.

Qualification

Required

  • 0 - 1+ Years experience in intermediary sales that directly aligns with the specific responsibilities for this position
  • 4 Year/Bachelor's degree
  • Life & Health insurance licenses or required to complete within 30 days of hire date
  • FINRA SIE preferred or required to complete within 60 days of hire date
  • FINRA S6 and S63 or required to complete within 90 days of hire date
  • Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Must live within the greater Chicagoland area

Preferred

  • Retirement readiness experience
  • Sales or relationship management experience
  • Demonstrated leadership through campus and community involvement

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
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
Glassdoor
3.6
Founded in 1905
Radnor, Pennsylvania, USA
10001+ employees
https://www.lincolnfinancial.com/