Lincoln Financial helps people to confidently plan for their version of a successful future. They are seeking a Client Engagement Associate to join their Retirement Plan Services Client Engagement team, focusing on delivering education and building relationships with clients in the financial services industry.
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 in within the Northwest territory- in the general area of Seattle, WA to Portland OR
Preferred
Retirement readiness experience
Sales or relationship management experience
Demonstrated leadership through campus and community involvement
Benefits
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.
