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Lincoln National Corporation

Bilingual Retirement Consultant

Lincoln National Corporation - Miami, FL

Alternate Locations: Miami, FL (Florida); Work from HomeRelocation assistance is not available for this opportunity.Requisition #51162About the CompanyLincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.The RoleAs a Bilingual Retirement Consultant, you will develop, implement, and maintain a business plan to achieve assigned activity and production goals that drive improved plan health and participant outcomes. You will work with an assigned book of business and be responsible for delivering retirement planning, education, and world class service to our plan sponsors and participants. This includes growing plan participation, increasing average deferral rates, asset gathering and servicing of employees in assigned territory. You will play a vital role in the growth, retention, and overall client satisfaction of our clients in the defined territory.This is a work at home position and requires 50-75%travel within the Miamiterritory.ResponsibilitiesClient SupportProvide the plan participant a great familiarity with the retirement products, services and procedures offered by Lincoln Financial GroupConduct presentations on topics that range from retirement plan participation and market volatility to retirement planningCommunicate effectively with plan sponsors and clients through relationship building and customer focusBuilds and maintains effective long-term relationships with assigned more complex Plan Sponsor\/Participants to ensure a high level of satisfaction and plan retentionDevelops a comprehensive understanding of existing\/targeted Plan Sponsor\/Participants including targeted market segments, how they operate, and\/or value propositionBuilds and directs a more complex relationship platform by identifying senior contacts with targeted Plan Sponsor\/Participants to achieve stated RPS goals and Lincoln's product breadth growthReportingPrepare annual client account reviews and run retirement analysisSubmit client enrollment applications and service change forms according to processMaintains client interactions including one on one participant interactions and other call data in appropriate systems &\/or completing assigned reportsMaintains expense budgets to set limitsBusiness AcumenMaintains knowledge on current and emerging developments\/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutionsServes as a subject matter expert to internal\/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for assigned area of responsibilityDirects and develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and is ethical in all considerationsIdentifies, recommends and implements process improvements that reduce workloads or improve qualityActively participates in financial services and\/or insurance industry trade organizations and finds opportunities for Lincoln to be a participant at these events by sponsorship and\/or speaking opportunitiesRemains current in profession and industry trendsMakes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processesRequirementsEducation4 Year\/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)Bilingual Spanish\/EnglishFINRA Series 6 and 63 or 66 registrations required within 60 daysResident State Insurance License required within 60 daysIndustry designations preferredExperience1-3 Years of experience with retirement plan participants that directly aligns with the specific responsibilities for this positionSolid knowledge of retirement plans and how they are established, managed and distributed -- in particular IRAs, 401(k)s, 403(b)s, and Roth IRAsA demonstrated track record of consistently meeting and\/or exceeding performance expectationsDrives performance targets to completionConfident, comfortable communicator with strong written and verbal communication skillsStrong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions\/presentationsAbility to work with others in a team environmentDemonstrated ability to identify and recommend processes improvementsDemonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detailDemonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clientsDemonstrates 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 deadlinesFinds common ground and can gain collaboration among management, colleagues and peersApply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutionsWorks with mathematical concepts such as averages and\/or variancesAbility to evaluate information and the implications of a course of action or solutionAbility to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram formAbility to solve problems and deal with a variety of concrete variables in situations where only limited standardization existsDefine problems, collect data, establish facts and draw valid conclusions.Evaluate trends in data or informationAbility 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 proceduresThis position may be subject to Lincolns 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 Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.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.

16 days 9 hours ago

Lincoln National Corporation


Bilingual Retirement Consultant Lincoln National Corporation - Miami, FL, United States


Location: Miami, FL

Company Profile:
Founded in 1905 with the endorsement of Abraham Lincoln’s son, Robert Todd Lincoln, Lincoln Financial Group is the first and only company to carry Abraham Lincoln’s name, image and ideals at the heart of our brand. For more than a century, we’ve advanced President Lincoln’s inclusive vision and values by building an honest, dependable financial services company. We're dedicated to helping Americans secure better, more optimistic futures for themselves and their loved ones.