Relationship Manager- Core Market Job Details | Lincoln Financial

Lincoln Financial is a company focused on helping people plan for a successful financial future. They are seeking a Relationship Manager to lead a service team and ensure client satisfaction for retirement plan clients in the West region, focusing on building relationships and providing strategic guidance.

Responsibilities:

• Serving as a strategic partner to our retirement plan clients
• Leading a robust and experienced internal service team
• Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
• Using your organizational and leadership skills to navigate through successful issue resolution
• Strategically presenting new products and services, as appropriate

Requirements:

• 5+ years of experience in the Retirement Industry in a client facing role
• Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
• Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
• FINRA S6 & S63- required within 90 days of hire
• Life & Health license- required within 120 days of hire
• Ability to travel up to 30% of time
• Experience with retention of Retirement Plan clients in small to mid-markets
• Experience working with plan sponsors in a virtual-only environment
• Group Retirement Plan Experience