Retirement Consultant for Lincoln Financial

The Job —  Retirement Consultant for Lincoln FinancialTeacher Tools

Location —  Work from home, local travel required (Oregon)

Job Responsibilities —  From the job posting:

  • 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 retirement planning
  • Communicate effectively with plan sponsors and clients through relationship building and customer focus
  • Prepare annual client account reviews and run retirement analysis
  • Submit reports which detail the tracking and monitoring of sales goals and results
  • Submit client enrollment applications and service change forms according to process
  • Consistently meet or exceed  personal goals and sales objectives by developing and implementing a business plan
  • Participate in finalist presentations
  • Utilize consultative sales skills in order to provide clients with various retirement need solutions

Requirements/Qualifications

  • Undergraduate degree or 4+ years of comparable work experience required
  • FINRA Series 6 and 63 or 66 registrations required within 60 days
  • Resident State Insurance License required within 60 day
  • 3+ years of experience in financial services that directly aligns with the specific responsibilities for this position.
  • Solid knowledge of retirement plans and how they are established, managed and distributed — in particular IRAs, 401(k)s, 403(b)s, and Roth IRAs.
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion

Schedule —  Full time, flexible

Employee or Contract — Employee

Compensation — Not advertised.

Benefits — Yes, click here for details.

More Information — Review and apply by clicking here.