Retirement Sales Support, Senior Associate

Lincoln Financial

. Conduct phone and virtual meetings with participants of assigned plans to explain plan features, enrollment options, and contribution choices .

Posted 11/12/2026full-timeRemote • United StatesSenior💰 $66,750 - $106,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan services, including participant education, enrollment strategies, and compliance with regulatory standards. Proficient in utilizing CRM systems to document interactions and support participant engagement.

Highest-signal resume keywords

Retirement Plan ExperienceFINRA SIE CertificationSalesforce ProficiencyBilingual in Spanish and EnglishExcellent Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement ServicesPlan Features ExplanationEnrollment StrategiesContribution Opportunities IdentificationRollover Options ExplanationDistribution Options ExplanationAccount Information ReviewParticipant Goal AssessmentDocumentation in CRMFollow-Up Completion

Soft Skills

Attention to DetailMulti-Tasking AbilityCommunication SkillsTeam CollaborationProblem-Solving

Tools & Technologies

CRM SystemSalesforce

Certifications & Qualifications

FINRA SIEFINRA S6FINRA S63Life & Health LicenseCRPSCRPC

Industry Keywords

Retirement PlansFinancial ServicesCompliance StandardsPlan SponsorsParticipant Segments

About the role

Key responsibilities & impact

Conduct phone and virtual meetings with participants of assigned plans to explain plan features, enrollment options, and contribution choices
Contribute to team goals for plan participation, deferral rates, and account balances by identifying enrollment and contribution opportunities
Support the inbound call center by educating participants and resolving straightforward questions
Review participant account information and plan data to understand needs and retirement goals
Explain rollover and distribution options, including IRA solutions
Document participant interactions, outcomes, and follow-up actions in the CRM system
Complete assigned follow-ups on time
Partner with Relationship Management and internal teams by sharing participant insights, supporting retention efforts, and referring participants to Lincoln services
Complete defined team-project and participant-engagement tasks
Build knowledge of plan sponsors, plan designs, and participant segments
Escalate non-routine or complex situations to senior team members or leadership
Follow regulatory, compliance, and company standards and maintain required licenses and registrations

Requirements

What you’ll need

1+ Years of retirement plan, retirement services, or related financial services experience directly aligned to the duties for the role
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
FINRA SIE, S6, S63, Life & Health required with 120 days of hire
CRPS or CRPC required within 1 year of hire date
Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Proficiency with Salesforce or a similar CRM system preferred
Bilingual in Spanish and English preferred

Benefits

Comp & perks

Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
Annual Incentive Program eligibility (discretionary)
Potential long-term incentives and sales incentives
Relocation assistance is not available