Deliver retirement planning and education to complex plan sponsors and participants to increase participation and deferral rates. Drive asset retention and growth by identifying rollover opportunities and providing IRA solutions.
Lincoln Financial
27 Remote Job Openings at Lincoln Financial
Lead a service team to act as the primary point of accountability for retirement plan clients in the West region. Focus on client satisfaction, retention, and strategic plan optimization through proactive reviews and guidance.
Lead a service team to act as the primary point of accountability for retirement plan clients in the East region. Focus on client satisfaction, retention, and the strategic optimization of plan designs and services.
Specialist, Broker Relationship Management (East Region)
Lincoln Financial
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Full Time
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5 days ago
Lincoln Financial
Support preferred and developing brokers in the U500 block of business as the primary day-to-day point of contact. Coordinate meeting logistics and identify client retention risks to ensure a consistent customer experience.
Specialist, Broker Relationship Management (Central Region)
Lincoln Financial
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Full Time
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5 days ago
Lincoln Financial
Support preferred and developing brokers in the U500 block of business to drive client retention and ensure a consistent customer experience. Coordinate meeting logistics, handle day-to-day broker inquiries, and escalate retention risks to management.
Specialist, Broker Relationship Management (South Region)
Lincoln Financial
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Full Time
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5 days ago
Lincoln Financial
Support preferred and developing brokers in the U500 block of business as the primary point of contact to drive client retention. Coordinate meeting logistics, handle member management updates, and collaborate with internal sales and service teams to improve processes.
Specialist, Broker Relationship Management (West Region)
Lincoln Financial
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Full Time
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5 days ago
Lincoln Financial
Support preferred and developing brokers in the U500 block of business to drive client retention and ensure a positive customer experience. Coordinate meeting logistics, handle day-to-day inquiries, and collaborate with internal sales and service teams to improve processes.
Director, EDI Management & API Integrations
Lincoln Financial
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Full Time
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5 days ago
Lincoln Financial
Oversee EDI, API, and Electronic File Exchange processing and administration for a team of over 45 associates. Ensure service delivery accuracy and timeliness while collaborating with leadership to develop service levels and process improvements.
Customer Analytics & Insights Specialist
Lincoln Financial
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Full Time
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6 days ago
Lincoln Financial
Support the design, execution, and analysis of Voice of the Customer programs to identify customer needs and opportunities for improvement. Translate quantitative and qualitative feedback into actionable insights, dashboards, and reports for cross-functional stakeholders.
Independently manage a caseload of Long-Term Disability claims from intake to resolution by partnering with claimants, employers, and medical professionals. Deliver ethical claim determinations by reviewing complex medical records and collaborating with clinical and vocational experts.
Institutional Retirement Plan Sales Director (MT/Midwest region)
Lincoln Financial
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Full Time
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10 days ago
Lincoln Financial
Develop and execute complex relationship management plans to achieve sales, growth, and retention goals for large group clients in the Mountain region. Act as a subject matter expert to optimize client satisfaction and increase profitability through strategic consulting and networking.
Lead and mentor a team of Relationship Managers to achieve RPS departmental results and increase market share. Develop and execute complex client relationship management programs to ensure service needs are met and profitability objectives are achieved.
Deliver retirement planning and education to complex plan sponsors and participants to increase participation and deferral rates. Drive asset retention and growth by identifying rollover opportunities and delivering IRA solutions.
Administer reinsurance treaties and manage accounting transactions, including recording, analyzing, and reporting for General Ledger accounts. Ensure compliance with accounting policies, SOX, and regulatory guidelines while collaborating with third-party reinsurers.
Lead the onboarding and implementation of retirement plans, specifically within the Group Plan space. Act as a central liaison between clients and internal teams to ensure efficient plan setup and high-quality client experiences.
Set the strategic direction for training across Retirement Plan Services to align with business priorities and organizational capability. Oversee the design and implementation of training programs for Field and Operations while managing a high-performing training team.
National Director, Consultant Relations
Lincoln Financial
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Full Time
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18 days ago
Lincoln Financial
Act as the primary liaison to strategic advisor and consultant firms to achieve sales and retention goals. Develop and implement strategic plans while collaborating with internal stakeholders to maximize product placement within client books of business.
Sr. Enrollment Kit & Regulatory Documents Representative
Lincoln Financial
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Full Time
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18 days ago
Lincoln Financial
Develop and deliver high-quality enrollment kits and regulatory documents for various employer-sponsored retirement plans. Partner with stakeholders and vendors to ensure materials align with legal documents, product standards, and marketing guidelines.
Maintain the integrity of Service Level Agreements (SLAs) by resolving complex issues and partnering with stakeholders to ensure accuracy in SLA language. Provide senior-level customer service and act as a subject matter expert to lead projects and mentor less experienced team members.
The role involves managing a caseload of appeals claims by investigating complex information and making determinations on coverage and compensability. The specialist provides technical guidance to claims teams and communicates policy details and outcomes to customers.
Provide strategic leadership to a specialized team overseeing complex retirement plan document consulting and maintenance. Drive operational effectiveness, ensure regulatory compliance, and partner with cross-functional stakeholders to deliver tailored client solutions.
Oversee day-to-day activities of registered representatives in a wholesale broker-dealer environment, focusing on high-volume supervision and risk management. Responsibilities include reviewing communications, non-cash compensation, and marketing materials to ensure regulatory alignment.
Sr. Account Manager, Relationship Management
Lincoln Financial
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Full Time
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a month ago
Lincoln Financial
Lead strategic efforts to grow and retain business across annuity, life insurance, and LTC product lines within wire and bank channels. Develop business plans and maintain senior-level relationships to drive sales growth and ensure high client satisfaction.
External Wholesaler - Retirement Plans
Lincoln Financial
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Full Time
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a month ago
Lincoln Financial
Develop and implement business plans to achieve sales and growth goals for retirement plan services within the assigned territory. Build and maintain complex relationships with firms and institutions to increase revenue and market share.
Underwriting Sr. Consultant, Executive Benefits
Lincoln Financial
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Full Time
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2 months ago
Lincoln Financial
Underwrite COLI, BOLI, and ICOLI programs while ensuring strong risk selection and regulatory compliance. Partner with sales, product, and reinsurance teams to assess financial justification and policy eligibility.
Customer Service Representative, Retirement (Fort Wayne, IN training)
Lincoln Financial
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4 months ago
Lincoln Financial
The representative will serve as the primary point of contact, handling an average of 60-90 inbound calls, callbacks, and emails daily to address customer inquiries regarding retirement plans. Responsibilities include educating customers, researching multiple systems, and meeting established key performance goals.
As an Audit Analyst, you will lead and execute risk-based audits focusing on operational processes and regulatory compliance across the company. You will provide independent assurance and consultative services that add value and improve organizational operations by evaluating risk management, control, and governance processes.
