Lincoln Financial Group Retirement Consultant in Columbus, Mississippi
About The Company
Led by over 9,000 employees – including you – Lincoln Financial provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Ranked #223 on the Fortune 500 list, #24 by assets, Lincoln offers a diverse range of financial services and solutions to over 17 million customers with a strong focus on four core business areas – Life Insurance, Annuities, Retirement Plan Services and Group Protection.
As a Retirement Consultant, you will be responsible for developing your assigned book of business through new participant growth, asset gathering, retirement planning and servicing of employees. You will maintain existing client relationships via verbal & written communication and onsite at the plan sponsor location utilizing a consultative sales approach. You will be responsible for ensuring that sales and retention goals as well as case-level customer service performance standards are met.
This is a work at home position and requires 50-75% travel within the Tupelo, MS territory.
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
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
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
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, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.