Retirement Consultant
Lincoln Financial Group
- Baton Rouge, LA
- $80,000-120,000 per year
- Permanent
- Full-time
- Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics
- Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business
- Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
- Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders.
- You will support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goals
- 1 - 3+ Years' experience in Retirement Plans that aligns with the specific responsibilities
- Lives in Baton Rouge area with ability to travel up to 50% regionally
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- FINRA SIE, S6, and S63 within 90 days of hire (pre-registration preferred)
- Life & Health within 90 days of hire (pre-licensed preferred)
- 1 - 3+ Years' experience in Group Benefits
- 1+ College of Financial Planning or comparable certification(s) or designations
- Prior system experience with: Excel, Salesforce, and Teams
- Bilingual Spanish/English