Lincoln Financial

Account Manager - Retirement

Lincoln Financial

full-time

Posted on:

Origin:  • 🇺🇸 United States • Pennsylvania

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Salary

💰 $69,000 - $124,600 per year

Job Level

Mid-LevelSenior

About the role

  • Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building
  • Collaborating with internal 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 account management and/or relationship management and 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
  • FINRA S6 license or obtains within 90 days of hire