Client Engagement Associate Pacific NW
Job title: Client Engagement Associate Pacific NW in Seattle, WA at Lincoln Financial Group
Company: Lincoln Financial Group
Job description: Alternate Locations: Portland, OR (Oregon); Seattle, WA (Washington)Work Arrangement:Remote : Work at home employeeRelocation assistance: is not available for this opportunity.Requisition #: 74583The Role at a GlanceWe are excited to be hiring a Client Engagement Associate in our Retirement Plan Services Client Engagement team to work in the Seattle WA/Portland OR area. This position is designed for individuals new to the financial services industry who want to develop the skills required to deliver education to workplace solutions clients. As a member of this development program, you will receive training and mentorship to learn how to successfully educate Lincoln plan participants on workplace benefits while providing a world class experience to our clients. Upon completion of the training program, this role will be expected to continue without supervision in their assigned territory resulting in increasing average deferral rates and asset gathering.What you'll be doing
Cultivates, manages, & maintains basic Retirement Consultant, Plan Sponsor and Participants client relationships within assigned territory.
Learn Lincoln's products & services with Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
Builds & maintains effective relationships with assigned RC Regional Directors and Retirement Consultants to ensure a high level of satisfaction & increase revenues.
Provides information, education, and training on RPS & GP products & services to plan participants.
Shadows assigned Retirement Consultants, Registered Representatives, and RC Regional Directors on site visits to learn how to achieve sales targets.
Develops & maintains collaborative relationships with internal stakeholders to achieve sales objectives.
Maintains sales call data in appropriate systems &/or completing sales reports
What we're looking forMust-haves:
0 - 1+ Years experience in intermediary sales that directly aligns with the specific responsibilities for this position
4 Year/Bachelor's degree
Life & Health insurance licenses or required to complete within 30 days of hire date
FINRA SIE preferred or required to complete within 60 days of hire date
FINRA S6 and S63 or required to complete within 90 days of hire date
Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Must live in within the Northwest territory- in the general area of Seattle, WA to Portland OR
Nice-to-haves:
Retirement readiness experience
Sales or relationship management experience
Demonstrated leadership through campus and community involvement
Travel requirements:
25- 50%
Application DeadlineApplications for this position will be accepted through June 6th, 2025, subject to earlier closure due to applicant volumeWhat'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 attributesLeadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe pay range for this position is $50,000 - $60,000 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 CompanyLincoln 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 a 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 , , , , and . For the latest company news, visit our .Be Aware of Fraudulent Recruiting ActivitiesIf 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 InformationThis 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 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 notices.Este Empleador Participa en E-Verify. Ver el avisos.
Expected salary: $50000 - 60000 per year
Location: Seattle, WA
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Company: Lincoln Financial Group
Job description: Alternate Locations: Portland, OR (Oregon); Seattle, WA (Washington)Work Arrangement:Remote : Work at home employeeRelocation assistance: is not available for this opportunity.Requisition #: 74583The Role at a GlanceWe are excited to be hiring a Client Engagement Associate in our Retirement Plan Services Client Engagement team to work in the Seattle WA/Portland OR area. This position is designed for individuals new to the financial services industry who want to develop the skills required to deliver education to workplace solutions clients. As a member of this development program, you will receive training and mentorship to learn how to successfully educate Lincoln plan participants on workplace benefits while providing a world class experience to our clients. Upon completion of the training program, this role will be expected to continue without supervision in their assigned territory resulting in increasing average deferral rates and asset gathering.What you'll be doing
Cultivates, manages, & maintains basic Retirement Consultant, Plan Sponsor and Participants client relationships within assigned territory.
Learn Lincoln's products & services with Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants.
Builds & maintains effective relationships with assigned RC Regional Directors and Retirement Consultants to ensure a high level of satisfaction & increase revenues.
Provides information, education, and training on RPS & GP products & services to plan participants.
Shadows assigned Retirement Consultants, Registered Representatives, and RC Regional Directors on site visits to learn how to achieve sales targets.
Develops & maintains collaborative relationships with internal stakeholders to achieve sales objectives.
Maintains sales call data in appropriate systems &/or completing sales reports
What we're looking forMust-haves:
0 - 1+ Years experience in intermediary sales that directly aligns with the specific responsibilities for this position
4 Year/Bachelor's degree
Life & Health insurance licenses or required to complete within 30 days of hire date
FINRA SIE preferred or required to complete within 60 days of hire date
FINRA S6 and S63 or required to complete within 90 days of hire date
Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Must live in within the Northwest territory- in the general area of Seattle, WA to Portland OR
Nice-to-haves:
Retirement readiness experience
Sales or relationship management experience
Demonstrated leadership through campus and community involvement
Travel requirements:
25- 50%
Application DeadlineApplications for this position will be accepted through June 6th, 2025, subject to earlier closure due to applicant volumeWhat'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 attributesLeadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe pay range for this position is $50,000 - $60,000 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 CompanyLincoln 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 a 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 , , , , and . For the latest company news, visit our .Be Aware of Fraudulent Recruiting ActivitiesIf 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 InformationThis 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 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 notices.Este Empleador Participa en E-Verify. Ver el avisos.
Expected salary: $50000 - 60000 per year
Location: Seattle, WA
Apply for the job now!
Apply Now