Alternate Locations : Work from Home; Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana);

Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement :

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance : is not available for this opportunity.

Requisition # : 73112

The Role at a Glance

We are excited to bring on a Rollover Concierge Associate in our Retirement Plan Services business working hybrid out of one of our offices or work from home.

In this role, you will provide administrative support and partnership to our Relationship Consultant Teams as well as provide concierge services to our participants helping to facilitate the process to consolidate assets with Lincoln.

What you'll be doing

• Supports and promotes change management and / or departmental / enterprise initiatives
• Maintains knowledge on current and emerging developments / trends for assigned area(s)
• Performs and delivers on routine assignments / projects for their assigned area(s)
• Reviews and processes basic assigned transactions independently including but not limited to enrollments, contributions and distributions in accordance with established procedures and guidelines, in a timely manner.
• Develops and maintains a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth
• Identifies and recommends to management process improvements that reduce workloads or improve quality
• Delivers and ensures accuracy of basic daily, weekly and monthly reports, and tracks and analyzes data to limit risk exposure
• Ensures the accuracy and completeness of submitted information

What we’re looking for

Must-haves :

• 4 year bachelor degree or equivalent work experience (4 years of experience in lieu of degree)
• Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)
• Demonstrates strong interpersonal skills with a collaborative style
• FINRA SIE within 90 days of hire
• FINRA S6 within 1 year of hire
• Life and health licenses required within 1 ½ years of hire

Nice-to-haves :

• Retirement plan operations working knowledge
• Retirement readiness working knowledge

LI-Remote

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives.

Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU :

Clearly defined career tracks and levels to help you successfully manage your career

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

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Effective productivity / technology tools and training

Pay Range : $42,300 - $75,500

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role.

Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses annuities, life insurance, group protection and retirement plan services.

As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa.

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE : LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook , X , LinkedIn , and Instagram . For the latest company news, visit our newsroom .

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers.

These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications.

Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms.

We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.

Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions.

Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes / candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group ( LFG ) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information.

Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY / TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Last updated : 2024-05-14