Retirement Consultant jobs in the United States

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Retirement Consultant
  • Lincoln Financial
  • Baton Rouge, LA FULL_TIME
  • Date: Apr 9, 2024

    Primary Location: Baton Rouge, LA, US

    Company: Lincoln Financial

    Alternate Locations: Baton Rouge, LA (Louisiana)

    Work Arrangement:
    Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

    Relocation assistance: will be considered/provided for this opportunity within our company guidelines.

    Requisition #: 73004

    The Role at a Glance
    We are excited to bring on a Retirement Consultant within Retirement Plan Services to join the West region in the Baton Rouge area. In this role, you will deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants. This includes growing plan participation, increasing average deferral rates, asset gathering, and servicing of employees. You will play a vital role in the growth, retention, and overall satisfaction of clients that you are tasked with servicing. Our goal is enabling our clients to achieve the retirement they envision.
    What you'll be doing
    • 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.
    • You will support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goals
    What we’re looking for
    Must-haves:
    • 1 - 3 Years’ experience in Retirement Plans that aligns with the specific responsibilities
    • Lives in Baton Rouge area with ability to travel up to 50% 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:
    • 1 - 3 Years’ experience in Group Benefits
    • 1 College of Financial Planning or comparable certification(s) or designations
    • Prior system experience with: Excel, Salesforce, and Teams
    • Bilingual Spanish/English
    #LI-Remote

    What’s it like to work here?
    At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

    What’s in it for YOU:
    • Clearly defined career tracks and levels to help you successfully manage your career
    • 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

    Pay Range: $80,000 - $120,000

    Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

    About The Company
    Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

    Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

    Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom.

    Be Aware of Fraudulent Recruiting Activities
    If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
    Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

    Additional Information
    This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

    Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

    Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

  • 5 Days Ago

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Retirement Sales Consultant | Retirement Plans
  • CBIZ
  • Indianapolis, IN FULL_TIME
  • Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: BI0385 With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities thr...
  • 21 Days Ago

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Retirement plan consultant
  • Alliance Benefit Group
  • Waco, TX FULL_TIME
  • JOB SUMMARY : MP's Client is seeking an individual for their remote Retirement Plan Consultant role. In this position, you will enjoy the unique challenge of putting your retirement plan knowledge and...
  • 10 Days Ago

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Retirement Plan Consultant
  • Professional Business Management, Inc.
  • Barrington, IL FULL_TIME
  • Professional Business Management, Inc. is a consulting, tax, and accounting firm specializing in serving medical and dental practices in the Chicagoland area. We are looking for a Retirement Plan Cons...
  • 12 Days Ago

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Retirement Planning Strategy Consultant
  • Wells Fargo
  • Chandler, AZ FULL_TIME
  • About this role: Wells Fargo is seeking a senior level Retirement Planning Consultant with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and ri...
  • Just Posted

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Senior Retirement Plan Consultant
  • Strongpoint Partners
  • San Rafael, CA FULL_TIME
  • Jocelyn Pension Consulting, a Strongpoint Partner, is seeking a highly motivated and ambitious Senior Retirement Plan Consultant who will provide full client services to a designated segment of Plan S...
  • 2 Days Ago

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HYBRID WORK ELIGIBLE - Construction Project Manager
  • State of Ohio
  • Columbus, OH
  • Who We Are: The Ohio Facilities Construction Commission (OFCC) oversees capital projects undertaken by state agencies an...
  • 4/18/2024 12:00:00 AM

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Health Analytics Associate Director (Remote)
  • Willis Towers Watson
  • Columbus, OH
  • This role is remote, candidates anywhere in the United States will be considered. As a Health Analytics Associate Direct...
  • 4/18/2024 12:00:00 AM

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DIRECTOR, DELIVERY
  • Columbus Region
  • Columbus, OH
  • **Director, Delivery** at WillowTree Charlottesville, VA; Columbus, OH; Durham, NC; Remote, US ****Location**** **Work F...
  • 4/18/2024 12:00:00 AM

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Director, Delivery
  • WillowTree Apps, Inc.
  • Columbus, OH
  • **Director, Delivery** at WillowTree Columbus, Ohio, United States ****The Opportunity**** As a Director of Delivery, yo...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative, Bilingual (English/Spanish)
  • Lower Lights Christian Health Center
  • Columbus, OH
  • **Customer Service Representative, Bilingual (English/Spanish)** * Columbus, OH * Full Time * Experienced **ABOUT LLCHC*...
  • 4/18/2024 12:00:00 AM

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Regional Sales Manager
  • Milan Laser Company
  • Columbus, OH
  • About Milan Laser Hair Removal Milan Laser Hair Removal the nation's leading laser hair removal provider. That's because...
  • 4/15/2024 12:00:00 AM

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Project Superintendent
  • Allied Universal® Technology Services
  • New Albany, OH
  • Overview When you join the Allied Universal® Technology Services, you are joining one of the fastest growing security sy...
  • 4/9/2024 12:00:00 AM

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Project Superintendent
  • Allied Universal® Technology Services
  • Columbus, OH
  • Overview When you join the Allied Universal® Technology Services, you are joining one of the fastest growing security sy...
  • 3/27/2024 12:00:00 AM

Income Estimation for Retirement Consultant jobs
$57,004 to $75,819