Retirement Consultant - Pacific NW

February 25

🌲 Oregon – Remote

Although this job is listed in Oregon, this company may be open to hiring remote in other states.

☕ Washington – Remote

Although this job is listed in Washington, this company may be open to hiring remote in other states.

💵 $80k - $100k / year

⏰ Full Time

🟢 Junior

💼 Consultant

Apply Now

Receive Emails with Similar Jobs

Lincoln Financial

WebsiteLinkedInAll Job Openings

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

Retirement Solutions • Life and Annuities • Group Protection

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

📋 Description

• 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

🎯 Requirements

• 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities • Must live in the Vancouver, WA/Portland, OR area and be able to travel frequently in and around the area • 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) • Experience in Group Benefits (Nice-to-haves) • College of Financial Planning or comparable certification(s) or designations (Nice-to-haves) • Prior system experience with: Excel, Salesforce, and Teams (Nice-to-haves)

🏖️ Benefits

• Clearly defined career tracks and job levels • 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