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 ( 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

PTO / parental leave

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.

The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.

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

Last updated : 2024-05-14