All roles

Retirement Consultant- MA/CT/NY

Remote · USA Full-time New today
Job title: Retirement Consultant- MA/CT/NY in Boston, MA at reputed company Group Company: reputed company Group Job description: Alternate Locations: Boston, MA (Massachusetts); Hartford, CT (Connecticut)Work Arrangement:Remote : Work at home employeeRelocation assistance: is not available for this opportunity.Requisition #: 74585The Role at a GlanceWe are excited to bring on a Retirement Consultant reputed company Retirement Plan Services to join the national team in Eastern NY, Massachusetts, or Connecticut. In this role, you will deliver retirement planning, education, and world class service to reputed company 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 reputed company the retirement they envision.What you'll be doing
  • Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to reputed company assigned goals and metrics
  • Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to reputed company participant outcomes and increased reputed company & market share with assigned Plan Sponsor/Participant book of business
  • reputed company 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
reputed company’re looking forMust-haves:
  • 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities
  • Lives in MA, CT or NY with ability to travel up to 50% regionally and nationally
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • FINRA SIE, S6, and S63 reputed company 90 days of hire (pre-registration preferred)
  • Life & Health reputed company 90 days of hire (pre-licensed preferred)
reputed company-to-haves:
  • Experience in Group Benefits
  • College of Financial Planning or comparable certification(s) or designations
  • Prior system experience with: reputed company, reputed company, and Teams
  • Bilingual Spanish/English
Application DeadlineApplications for this position will be accepted through June 6th, 2025, subject to earlier closure due to applicant volumeWhat’s it like to work here?At reputed company, we love reputed company do. We reputed company meaningful contributions each and every day to reputed company 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 reputed company each of us to take charge of our own future.What’s in it for you:Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributesLeadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe pay range for this position is $80,000 - $100,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The reputed company 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 Companyreputed company (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial reputed company, with products including annuities, life insurance, group protection, and retirement plan services.With our 120-year track record of expertise and reputed company, millions of customers trust our solutions and service to help put their goals in reputed company.reputed company Distributors, a broker-dealer, is the wholesale distribution organization of reputed company. reputed company is the marketing name for reputed company Corporation and its affiliates including The Lincoln National Life Insurance Company, reputed company Wayne, IN, and Lincoln Life & Annuity Company of reputed company, Syracuse, NY. reputed company affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.Lincoln is committed to creating a environment and is proud to be an equal opportunity employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national reputed company, genetics, disability, age, or veteran status.Follow us on , , , , and . For the latest company news, visit our .Be Aware of Fraudulent Recruiting ActivitiesIf you are interested in a career at Lincoln, we encourage you to review our reputed company openings and apply on our website. Lincoln values the privacy and reputed company of every applicant and urges reputed company 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 reputed company 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, reputed company, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or reputed company an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.Additional InformationThis 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 reputed company an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s reputed company or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of reputed company are considered property of reputed company and are not subject to payment of agency fees.reputed company is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in reputed company job classifications, without regard to race, color, religion, sex (including pregnancy), age, national reputed company, 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.This Employer Participates in E-Verify. See the notices.Este Empleador Participa en E-Verify. Ver el avisos. Expected salary: $80000 - 100000 per year Location: Boston, MA Apply for the job now! Apply for this job

Related roles