Sr. Consultant, Retirement Sales Support
Listed on 2026-07-31
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Corporate Finance, Financial Sales
Alternate Locations: Fort Wayne, IN (Indiana);
Charlotte, NC (North Carolina);
Omaha, NE (Nebraska);
Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid :
Employee will work 3 days a week in a Lincoln office
Relocation assistance:is not available for this opportunity.
Requisition #:76353
The Role at a GlanceWhat you'll be doing
- Collaborate cross-functionally with Operations, Legal, Compliance and Distribution to provide comprehensive support and insights to maintain and ensure the integrity of the Multi-Fund offerings.
- Review and provide training for various business partners as requested, such as external Broker/Dealers, Financial Advisors and internal partners with RPS.
- Identify and direct cost saving and efficiency opportunities based on competitive intelligence, trends, and retirement plan expertise
- Participate in the Annual Prospectus update, partnering with Legal and Funds Management
- Monitor the book of business for trends, reporting and investigating anomalies
Must haves:
- 5 – 7+ Years of experience with retirement products and/or services that align with the responsibilities of this position
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- Confident, comfortable communicator with strong written and verbal communication skills
- Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
- FINRA Series 6 required within 90 days of hire
Nice to have:
- Prior experience with Lincoln Multi-Fund, IFA, GFA, GVA, and MFGVA products
Applications for this position will be accepted through 9/28/2026, 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
- 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 $96,900 - $176,200with 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…
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