FINRA Registered Representative - Retirement

Company: Lincoln Financial Group
Location: Charleston
Posted on: November 19, 2022

Job Description:

**Alternate Locations:** Work from Home; Atlanta, GA (Georgia); Austin, TX (Texas); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Greensboro, NC (North Carolina); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); La Jolla, CA (California); Lexington, KY (Kentucky); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New York, NY (New York); Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Radnor, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Salt Lake City, UT (Utah); San Antonio, TX (Texas); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tupelo, MS (Mississippi); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Washington, DC (District of Columbia); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio)**Work Arrangement:** Work from Home**Relocation assistance:** : is not available for this opportunity.**Pay Range:** $20.82 - $31.20**Bonus Potential:** 5%**Requisition #:** 68959**The Role at a Glance**We are excited to bring on a FINRA Registered Representative to support the Retirement Plan Services organization. This will be a fully remote, work from home opportunity._Background Details_As a FINRA Registered Representative, you will handle inbound calls and serve as the primary point of contact for individuals who have questions or concerns regarding the retirement plan. You will serve as a subject matter expert and educate them about the retirement plan using superior customer service and problem-solving skills to create a positive experience. This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program.The Retirement team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment. Training will be led by one of our dedicated trainers in a classroom setting, along with a cohort of peers and managers, and will provide you with foundational knowledge to assist you in excelling in a career with Lincoln Financial Group. If this sounds like a role for you, please read on!**What you'll be doing**+ You will answer inbound calls, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concerns.+ You will work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution.+ You will meet and/or exceed all established key performance goals including call metrics and quality.+ You will build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software.+ You will provide accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer's needs and demonstrating flexibility and responsiveness through problem resolution.+ You will demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change.+ You will recognize issues or concerns, explain the effect on the customer's service experience, and suggest process improvements and organizational initiatives to positively influence the team and quality.**What we're looking for**_Must-have experience (Required):_+ High School Diploma or GED or minimum Associate degree in lieu of required experience.+ FINRA Series 6 license is required upon hire.+ 3-5+ Years of client service experience aligned with the responsibilities for this role or for candidates with an Associate degree or above, 0-1 year of client service experience that directly aligns with the specific responsibilities for this position.+ Strong written and verbal communication skills.+ Solid relationship management skills customers, management, peers and colleagues.+ Ability to work with others in a fast-paced, team environment.+ Ability to quickly learn complex systems and product knowledge and the ability to navigate multiple systems/databases/platforms/software while engaging in customer conversations.+ Ability to be adaptable/flexible as business needs change.+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)._Nice-to have Experience (Preferred):_+ Associates degree/post-secondary education.+ Previous remote, work from home experience.+ Passion for helping, servicing and educating others and the desire to build rapport during each interaction.+ Ability to research and problem solve, while providing outstanding customer service.+ Strong analytical skills with the ability to multi-task while maintaining strict attention to details to adhere to policies, procedures and guidelines.**What's it like to work here?**At Lincoln Financial Group, 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:**+ A clearly defined career framework to help you successfully manage your career+ Leadership development and virtual training opportunities+ PTO/parental leave+ Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)+ Free financial counseling, health coaching and employee assistance program+ Tuition assistance program+ A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations+ Effective productivity/technology tools and training**Work Arrangement**Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.**Lincoln will evaluate the following when setting the successful candidate's wage rate:**--- Prior work or industry experience.--- Education level to the extent education is relevant to the position.--- Unique skills**About The Company**Lincoln Financial Group, a Fortune 200 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 $324 billion in end-of-period account values as of June 30, 2021.Ranked one of the Best Large Employers in America and Best Employers for Women by _Forbes_ magazine as well as one of _Newsweek's_ Most Responsible Companies, 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.Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=1422918942386) 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.Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , Twitter (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . Sign up for email alerts at http://newsroom.lfg.com**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 fraudhotline@lfg.com 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/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, 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 E-Verify (https://www.e-verify.gov) notices.Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

Keywords: Lincoln Financial Group, Charleston , FINRA Registered Representative - Retirement, Other , Charleston, West Virginia