OEM Account Manager
Rockwell Automation
Retirement Plan Account Manager
Lincoln Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $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
- ASPPA or other industry certifications, RPF will be required to obtain
- Strong working knowledge of retirement plan administration
- Strong project management skills
- Strong presentation skills
Benefits
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Effective productivity/technology tools and training
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementrelationship managementretirement plan administrationproject managementcritical thinking
Soft skills
relationship managementindependent workteam collaborationpresentation skills
Certifications
FINRA S6 licenseASPPA certificationRPF certification
