Lincoln Financial Group Jobs

Job Information

Lincoln Financial Group Registered Customer Service Representative - Retirement in Plano, Texas

Alternate Locations: Fort Wayne, IN (Indiana); 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); 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 Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); 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); None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); 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 (Excluding Colorado); US Midwest; US Northeast; US Southeast; US Southwest; US West (Excluding Colorado); Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Washington, DC (District of Columbia); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio); Work from Home (Excluding Colorado)

Work Arrangement:

Relocation assistance is not available for this opportunity.

Level: N3

Requisition #: 67453

About The Company

Lincoln Financial Group, a Fortune 250 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 $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, 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.

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.

The Role at a Glance

We are excited to bring on a Registered Customer Service Representative to support the Retirement Plan Services organization in our Fort Wayne, IN and Charlotte, NC based offices. A remote, work from home option may be available depending on location.

Background Details

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.

As a Registered Customer Service Representative, you will 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. If this sounds like a role for you, please read on!

What you'll be doing

  • You will act as the main point of contact for the retirement plan, answering inbound calls from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing increasingly complex customer service inquiries and concerns.

  • 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 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.

  • FINRA Series 6 license

  • 2 – 3 Years of general client service experience that directly aligns with the responsibilities for this position (Required)

  • 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 navigate through 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

  • 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

  • Paid Time Off

  • Parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a hybrid remote work environment

  • Effective productivity/technology tools and training

About the Company/Who is Lincoln Financial

Led by over 10,000 employees Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Lincoln is committed to creating a diverse and inclusive 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.

Work Arrangement:

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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, veterans 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.

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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.

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