Account Manager – Retirement

Role Overview

• Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building
• Collaborating with internal and external partners to establish and implement balanced resolutions to challenges
• Exploring, participating in and leading organizational and client projects and initiatives
• Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln
• Implementing process improvements and efficiencies

Requirements

• 3 – 5 + years’ experience in relationship management and/or retirement industry
• Ability to work independently and as part of a team
• Demonstrated strong relationship management skills
• 4-year degree or equivalent work experience
• Demonstrated critical thinking skills
• ASPPA RPF within 180 days of hire
• Lincoln Director product/operations working knowledge (nice-to-haves)
• FINRA S6 license (nice-to-haves)
• ASPPA designations – i.e. QKA, TGPC, etc. (nice-to-haves)
• Strong working knowledge of retirement plan administration (nice-to-haves)
• Strong project management skills (nice-to-haves)
• Strong presentation skills (nice-to-haves)

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