FINRA Registered Representative - Retirement
Company: Lincoln Financial Group
Location: Portland
Posted on: June 18, 2022
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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, Portland , FINRA Registered Representative - Retirement, Other , Portland, Maine
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