Lincoln National

Retirement Plan Consultant

Lincoln National

1110 N Old World 3rd St, Milwaukee, WI 53203, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

Provide the plan participant a great familiarity with the retirement products, services and procedures offered by Lincoln Financial Group. Conduct presentations on topics that range from retirement plan participation and market volatility to Social Security and Medicare. Communicate effectively with plan sponsors and clients through relationship building and customer focus Builds and maintains effective long-term relationships with Plan. Sponsor/Participants to ensure a high level of satisfaction and plan retention Review retirement program at New Employee Orientation and assist with enrolling employees. Maintains client interactions including one on one participant meetings in Salesforce.

Where is this job?
This job is located at 1110 N Old World 3rd St, Milwaukee, WI 53203, USA
Job Qualifications
  • FINRA S6 and S63 within 90 days

  • 1 - 3+ Years experience in Retirement Plans or Financial Services sales

  • Ability to drive performance targets to completion

Required Skills
  • Time Management

  • MS Excel

  • Presentation skills

  • MS Word

  • MS PowerPoint

  • MS Outlook

  • Relationship development skills

Soft Skills
  • Process Improvement

  • Communication Skills

  • Multitasking Skills

  • Detail Oriented and Organized

  • Adaptability and Creativity

Compensation

According to JobzMall, the average salary range for a Retirement Plan Consultant in 1110 N Old World 3rd St, Milwaukee, WI 53203, USA is $50,000 to $100,000. This salary range is based on the job description, experience, and qualifications of the applicant.

Additional Information
Lincoln National is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 17th, 2021
Apply BeforeJuly 20th, 2025
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About Lincoln National

Lincoln National Corp. is a holding company, which operates multiple insurance and retirement businesses through its subsidiary companies. It operates through the following segments: Annuities, Retirement Plan Services, Life Insurance, and Group Protection.

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