Relationship Manager- Retirement (West/Midwest))

Alternate Locations: Work from Home; US Midwest; US Southwest; US West

  Work Arrangement:

Remote : Work at home employee

Relocation assistance:  is not available for this opportunity.

Requisition #:  75084

The Role at a Glance

We are excited to bring on a Relationship Manager to our Client Engagement team to work remotely in the West/Midwest region. Lincoln is enhancing its Small Market service model and expanding the Virtual Relationship Manager team to support continued sales growth and deliver exceptional client service. In this role, you will oversee a defined book of business, developing and executing strategic plans to meet sales targets and organizational goals. You will implement standardized relationship management and sales strategies to ensure client satisfaction, drive revenue growth, improve retention, and increase market share.

What you'll be doing

• Drive sales growth by developing strategic client relationship plans and identifying opportunities to expand product adoption and retention within assigned clients
• Build relationships with key stakeholders and clients to meet or exceed sales targets, enhance satisfaction, and support large business objectives
• Collaborate cross-functionally with internal teams to ensure accurate processing and administration and resolve complex client issues efficiently
• Educate and advise external partners on Lincoln products that enhance and amplify their individual goals and objectives to support informed decision making

What we’re looking for

Must-haves:

• 1-3+ years’ experience in a client facing role in retirement
• 4 year/Bachelors degree or equivalent work experience
• FINRA SIE, S6 and S63 licenses within 90 days
• Life and Health licenses within 120 days
• Retirement plan record keeping knowledge
• Strong written and verbal communication skills
• Strong mathematical skills around probability, profitability and statistics to apply to practical solutions
• Evaluate trends in data or information
• Proven ability to work with others in a team environment
• Ability to travel up to 10%

Nice-to-haves:

• Experience delivering plan reviews
• Experience working with advisors and TPA’s
• Ability to perform under stress in cases of critical situations

Application Deadline

Applications for this position will be accepted through September 12th, 2025, subject to earlier closure due to applicant volume

What’s it like to work here?

At Lincoln Financial, 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 job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

• Leadership development and virtual training opportunities

• PTO/parental leave

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• Work arrangements that work for you

• Effective productivity/technology tools and training

The pay range for this position is $80,000 - $168,000 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 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 Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial 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 an 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.

Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom .

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all 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 security 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, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend 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 Information

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

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.