Sr Relationship Manager- Retirement Plan Services

Date: May 17, 2019

Location: Los Angeles, CA, US

Company: Lincoln Financial

 

 

 

 

 

Alternate Locations: Glendale, CA (California); Irvine, CA (California); Los Angeles, CA (California); Phoenix, AZ (Arizona); Sacramento, CA (California); San Diego, CA (California); San Francisco, CA (California); Work from Home

 

 


Relocation assistance is not available for this opportunity.

 



Requisition #59550

 


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 the Sr. Relationship Manager in Retirement Plan Services, you will work under the direct supervision of a Director of Relationship Management and have a caseload  of plans in the West region which generally includes clients with plan assets between $50M and $350M.  Your key performance metrics and responsibilities are centered on retention, client satisfaction, and growth and profitability. You will have overall accountability for Plan Sponsor relationships within an assigned book of business. 

 

This role will include 50% travel to plans in the West territory.

 

Responsibilities

 

Relationship Management

  • Overall accountability for assigned book of business retention and profitability
  • Delivers proactive account management, including but not limited to; understanding client goals & objectives, implementing a strategic relationship process, develop and maintain client specific business plans, deepening existing client relationships, assisting plan sponsor in managing fiduciary responsibilities, ensure client is aware of Lincoln products and service capabilities and identify opportunities to increase assets under management
  • Fosters growth of relationships with Consulting community within assigned territory
  • Develops and maintains strong client and consultant relationships to the highest level of decision makers
  • Preparation and execution of successful in-person and/or phone meetings, including plan reviews
  • Practice and abide by our non-negotiables (Integrity, urgency, ownership, caring, professionalism), our common purpose, and our service values
  • Represent Lincoln at industry conferences
  • Support new business sales/growth efforts

 

Business Acumen

  • Maintains knowledge on current and emerging developments/trends in the retirement space
  • Directs and develops business on behalf of Lincoln in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations
  • Identifies, recommends and implements process improvements that reduce workloads or improve quality
  • Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance
  • Educates external stakeholders regarding Lincoln products, guidelines for eligibility, and the service model
  • Support regional expense budget target
  • Participate in Retirement Plan Services strategic initiatives
  • Interacts with management in support of strategic Retirement Plan Services business planning/growth
  • Pursue professional designations

 

Requirements

 

Education

  • Undergraduate degree or 4+ years’ experience that directly aligns with the responsibilities of this role
  • FINRA S6 and S63
  • Life, Health and Variable Insurance
  • Industry professional designations preferred

 

Experience

  • 5+ years’ experience in relationship management of retirement plans, which directly aligns with the responsibilities of the role
  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures
  • Confident, comfortable communicator with strong written and verbal communication skills
  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
  • Works with mathematical concepts such as averages and/or variances with the ability to translate those concepts to the financial services industry, stable value products, etc.
  • Ability to evaluate information and the implications of a course of action or solution
  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Define problems, collect data, establish facts and draw valid conclusions that align with the best interest of our clients and Lincoln’s business objectives
  • Evaluate trends in data or information
  • Ability to perform under stress in cases of emergency, critical or hazardous situations
  • Ability to work with others in a team environment
  • Demonstrated ability to identify and recommend processes improvements
  • Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients
  • Demonstrates strong interpersonal skills with a collaborative style
  • Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
  • Finds common ground and can gain collaboration among management, colleagues and peers

#LI-JH1

 

 


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: Los Angeles

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