Registered Service Representative

Date: Jan 6, 2019

Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana)

Relocation assistance is not available for this opportunity.

Requisition #57890

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role


As a Registered Service Representative in Annuity Operations, you will be responsible for answering incoming calls from a variety of customers in a dynamic self-service and assisted service environment. The Service Representative demonstrates independence and ownership, instilling confidence and inspiring optimism in our callers through clear, professional communication and timely issue resolution.


The regular hours for this role are 8:45 a.m. - 5:30 p.m. Monday through Friday. Hours during training are 8:00 a.m. - 5:00 p.m. for the first 10-12 weeks.





  • Answers inquiries from customers on LFG annuity products within established service standards and quality guidelines
  • Explains processes and procedures associated with multiple products and markets to customers and distribution channel partners
  • Provides service to internal and/or external stakeholders, recognizes what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs



  • Exercises appropriate judgment with knowledge of products, services and administration to negotiate appropriate solutions to customer inquiries
  • Performs needed research and analysis on customer inquiries covering multiple products and markets
  • Recognizes general issues/concerns, explains effect on the customer's service experience, and suggests process improvements


Data Entry

  • Follows authorized party instructions to complete fund transfers and allocation adjustments as requested
  • Completes routine adjustments and corrections to client contracts




  • High School Diploma/GED or minimum Associate’s Degree in lieu of required experience
  • FINRA Series 6 required within a specified time frame (within first 30 days)




  • 0-1 year of general experience – need not be directly related to the position
  • Customer service and/or financial services experience preferred
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Demonstrates aptitude for learning new systems and processes
  • Successfully completes regulatory and job training requirements
  • Demonstrates strong interpersonal skills with a collaborative style
  • Demonstrates ability to work in a fast-paced environment
  • Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.)
  • Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives tasks 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.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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.  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.


Nearest Major Market: Fort Wayne

Job Segment: Law, Data Entry, Legal, Administrative