Rollover Concierge Associate - Radnor, United States - Lincoln Financial

Lincoln Financial

Verified Company

Radnor, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Date:
May 13, 2024

Primary Location:
Radnor, PA, US

Company:
Lincoln Financial

Alternate Locations:
Work from Home; Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement:

Remote :
Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:
is not available for this opportunity.

Requisition #: 73112

The Role at a Glance

We are excited to bring on a
Rollover Concierge Associate in our Retirement Plan Services business working hybrid out of one of our offices or work from home. In this role, you will provide administrative support and partnership to our Relationship Consultant Teams as well as provide concierge services to our participants helping to facilitate the process to consolidate assets with Lincoln.
What you'll be doing
Supports and promotes change management and/or departmental/enterprise initiatives
Maintains knowledge on current and emerging developments/trends for assigned area(s)
Performs and delivers on routine assignments/projects for their assigned area(s)
Reviews and processes basic assigned transactions independently including but not limited to enrollments, contributions and distributions in accordance with established procedures and guidelines, in a timely manner.
Develops and maintains a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth
Identifies and recommends to management process improvements that reduce workloads or improve quality
Delivers and ensures accuracy of basic daily, weekly and monthly reports, and tracks and analyzes data to limit risk exposure
Ensures the accuracy and completeness of submitted information

What we're looking for

Musthaves:_
4 year bachelor degree or equivalent work experience (4 years of experience in lieu of degree)
Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)
Demonstrates strong interpersonal skills with a collaborative style
FINRA SIE within 90 days of hire
FINRA S6 within 1 year of hire
Life and health licenses required within 1 1⁄2 years of hire
Nicetohaves:_
Retirement plan operations working knowledge
Retirement readiness working knowledge

- #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 wellbeing; offering a remote work environment and flexible work hybrid situations
Effective productivity/technology tools and training
Pay Range: $42,300 $75,500

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 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.

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