Retirement Consultant- West Palm Beach
Posted 2025-08-15
Remote, USA
Full Time
Immediate Start
About the position
The Retirement Consultant at Lincoln Financial Group will be responsible for delivering retirement planning and education services to complex retirement plan sponsors and participants. This role focuses on increasing plan participation, deferral rates, and overall client satisfaction, contributing to the growth and retention of clients. The consultant will conduct meetings, support relationship management, and collaborate with internal stakeholders to achieve regional objectives.
Responsibilities
• 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.
,
• 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.
,
• Ability to travel frequently in and around West Palm Beach area, as well as up to 10% 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).
Nice-to-haves
• Experience in Group Benefits.
,
• College of Financial Planning or comparable certification(s) or designations.
,
• Prior system experience with: Excel, Salesforce, and Teams.
,
• Bilingual Spanish/English.
Benefits
• Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
,
• 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. Apply tot his job
The Retirement Consultant at Lincoln Financial Group will be responsible for delivering retirement planning and education services to complex retirement plan sponsors and participants. This role focuses on increasing plan participation, deferral rates, and overall client satisfaction, contributing to the growth and retention of clients. The consultant will conduct meetings, support relationship management, and collaborate with internal stakeholders to achieve regional objectives.
Responsibilities
• 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.
,
• 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.
,
• Ability to travel frequently in and around West Palm Beach area, as well as up to 10% 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).
Nice-to-haves
• Experience in Group Benefits.
,
• College of Financial Planning or comparable certification(s) or designations.
,
• Prior system experience with: Excel, Salesforce, and Teams.
,
• Bilingual Spanish/English.
Benefits
• Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
,
• 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. Apply tot his job