Lincoln Financial

Lead product strategy and roadmap for group insurance products, support product development and implementation, and manage stakeholder relationships. | 5-7+ years experience with group insurance products, bachelor's degree or equivalent, strong presentation and relationship management skills, and project management leadership. | Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); 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 #: 75226 The Role at a Glance As a Sr. LAD Product Development Consultant, you will act as the product manager and primary resource for our Group Life, Disability, Absence products to provide leadership and direction for our product strategy and ensure our products/services are market competitive and meet customer needs. What You'll Be Doing • Define and drive department strategy and roadmap and ensure it fits within the overall Product Solutions and Group Product strategy • Maintains knowledge on assigned products, current and emerging developments/trends, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies • Provide support to business areas regarding escalated issues associated with our products managed by partner relationships • Assist with the sales and educational process by providing product knowledge and expertise. (e.g. maintaining product manual, competitive analysis, training material) • Develop an understanding of the market, customer needs, the competition and the strengths and gaps in the current product portfolio • Deliver on more complex projects in support of product development and implementation in the launch of new products/riders/services for the business line • Present options and tradeoffs under consideration in new product development and gathers input on new product development ideas • Provide technical input to and review of marketing materials, contract and prospectus language • Support the products as a resource for regulatory and product compliance issues that impact the product and/or business • Identify and recommend process improvements that significantly reduce workloads or improve quality • Identify different or diverse markets to enhance market reach What We’re Looking For Must-Haves: • 5-7+ Years of experience with Group insurance products • 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches. • Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines • Finds common ground and can gain collaboration among senior/executive management, colleagues and peers; can influence outcomes without directing or commanding Nice-To-Haves: • Experience with insurance product management, product development, and implementation (e.g., idea development, operational requirements meetings, marketing launches, etc.) • Strong working knowledge of PFML and Stat Application Deadline Applications for this position will be accepted through December 19th, 2025, 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 • 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 The pay range for this position is $93,300 - $169,700 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 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 distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 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 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 ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Lead technical plan document consulting, mentor team members, support compliance and regulatory initiatives, and drive process improvements in retirement plan services. | Bachelor's degree or equivalent, 5+ years in retirement plan document or compliance roles, expertise in retirement plan regulations, ASPPA certifications, and experience with document generation systems. | Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 75238 The Role at a Glance We are excited to be hiring a Sr. Plan Document Consultant, Technical Lead, on our Retirement Plan Services Plan Document Team. As our business continues to grow and evolve, we are enhancing our plan document services to meet increasing demand and ensure continued excellence in retirement plan document compliance and service delivery. In this role, you will bring deep subject matter expertise and a passion for mentoring others. You will support complex projects and initiatives, offering strategic guidance and technical leadership. As a trusted advisor, the Team Lead helps shape operational excellence by identifying process improvements, supporting change initiatives, and ensuring compliance with internal controls and regulatory standards. You will also play a vital role in supporting management by offering coaching, feedback and training while also stepping in to handle departmental responsibilities as needed. This is a high-impact role that blends technical proficiency, leadership, and cross-functional collaboration to drive results and support success—ideal for someone who thrives in a fast-paced environment and enjoys influencing outcomes through partnership and expertise. If you’re passionate about leadership, technical excellence, and making a meaningful impact, we encourage you to apply. What you'll be doing • Serve as a technical subject matter expert and trusted advisor for your area, providing direction on complex projects and initiatives • Provide coaching and mentoring of others, identifying development opportunities, and supporting performance growth • Collaborate with management on training needs, performance input, and team development • Identify and support the implementation of process improvements that enhance quality, efficiency, and compliance • Support complex assignments and initiatives, ensuring alignment with business goals • Support training efforts, including new hire onboarding, refresher sessions, and procedural updates • Collaborates with management on staffing decisions, performance input, and workload balancing • Handles complex inquiries and providing clear and effective communication to internal and external stakeholders • Maintains a small but highly specialized workload, supporting broader team operations, and stepping in to support departmental needs • Stays current on industry trends, ensuring regulatory compliance, and contributing to internal control assessments • Communicates effectively with internal and external stakeholders, including pre- and post-sale consultations You’ll also be expected to: • Lead by example in a fast-paced, collaborative environment • Make meaningful contributions through innovation, problem-solving, and teamwork • Support change management and enterprise initiatives with a positive and proactive mindset What we’re looking for Must-haves: • Bachelor’s degree or equivalent experience (4 years in lieu of degree) • 5+ years of experience working with qualified retirement plan documents, plan design consulting, or related compliance role • Expertise in the rules and regulations governing 401(a), 401(k), 403(b), and 457(b) retirement plans • Strong analytical, problem-solving, and written communication skills • Proven ability to manage competing priorities, meet deadlines, and influence outcomes without direct authority • Experience with document generation systems (e.g., ASC, ftwilliam.com, Relius) • Experience supporting regulatory plan restatements and plan amendment cycles • Proficiency in Microsoft Office Suite • ASPPA or related industry designations such as QKA, QKC, and TGPC required Nice-to-haves: · Experience in technical support, leadership, or a track record of mentoring and coaching · Familiarity with SS&C Chorus/AWD (Automated Work Distributor) Application Deadline Applications for this position will be accepted through October 31st, 2025, 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 • 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 The pay range for this position is $93,300 - $169,700 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 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 distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 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 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 ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Answer claimant calls to initiate disability and FMLA claims, provide education on claims, and ensure accurate claim documentation in a remote call center environment. | High school diploma or GED, 0-1+ years administrative support or customer service experience, effective communication skills, and proficiency in Microsoft Office. | Alternate Locations: Work from Home Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 74757 The Role at a Glance We are excited to bring on a Telephonic Initiation Representative to join our claimant excellence team supporting Group Protection in a remote environment. ​ ​Background Details: The Claimant Excellence Team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment. ​ ​As a Telephonic Initiation Representative, you will be responsible for answering claimants calls regarding disability and FMLA claims in a call center environment. You will be the first point in contact for the employee (member) and initiating claims or leaves to provide a positive customer experience during their specific challenge. As a member of the team, you will educate the customer on their claim or leave needs and advise of next steps in the process. This opportunity will provide insight into the world of group insurance administration while gaining new skills through a defined career pathing and development program. If this sounds like a role for you, please read on! ​ See the role in action! Please click here to view a realistic job preview: realistic job preview What you'll be doing • Communicate with roughly 50-60 customers throughout the day, answering questions and initiating their claim through the utilization of multiple applications and platforms. ​ • Provide education to the customer/employer regarding the product (primary products: FMLA and disability) while having a strong focus on attention to detail to ensure the claim/leave is taken and notated appropriately. ​ • Communicate effectively through email/phone with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers’ expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently. ​ • Identifies, recommends and champions process improvements and organizational initiatives to positively influence the team and quality. ​ • Training Schedule: Monday – Friday 9:00am – 5:30pm EST 6 weeks (no time off during training).​ • Regular Full Time Schedule: Must be available to work an 8 hour shift Monday through Friday between the hours of 8:00am to 11:00pm EST.​ • Regular Part Time Schedule: Must be available to work a 10 hour shift on Mondays plus an 8 hour shift one other day of the week between the hours of 8:00am and 11:00pm EST.​ What we’re looking for Must-have experience (Required): ​ High School Diploma or GED ​ • 0-1+ years of administrative support, customer service and/or data entry that directly with the specific responsibilities for this position ​ • Ability to communicate effectively (verbal/written) ​ • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) ​ ​ Must-have capabilities:​ • Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. *To check internet speed, go to ‘Google’ and type in ‘Speed Test’ and simply select ‘Run Speed Test’. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth. ​ ​ Nice-to have Experience (Preferred): ​ • Data entry and research experience in a fast-paced environment ​ • Ability to maneuver through multiple systems as needed Application Deadline 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 • 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 The pay range for this position is $17.50 - $22.45 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 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 distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 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 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 ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Answer high volume inbound calls and emails to assist retirement plan participants with inquiries, provide accurate information, and meet performance goals in a fast-paced call center environment. | High school diploma or GED, 0-1 years general experience, strong communication skills, ability to learn complex systems, proficiency with Microsoft Office, and internet bandwidth for remote work post-training. | Alternate Locations: Fort Wayne, IN (Indiana) Work Arrangement: Remote : Work at home employee Relocation assistance: is not available for this opportunity. Requisition #: 74486 The Role at a Glance We are excited to bring on a Customer Service Representative to support the Retirement Plan Services business (bilingual opportunities available!). This role is open in the Fort Wayne, IN office with the ability to work remotely following 8 weeks of onsite training. 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 (onsite), 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 Customer Service Representative, you will serve as the primary point of contact for individuals who have questions or concerns regarding their retirement plan. You will serve as a subject matter expert and educate them about the retirement plan using excellent 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. See the role in action! Please click here to watch a realistic job preview! What You'll Be Doing • You will answer inbound calls which can average typically anywhere from 60-90 calls per day, 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 identify and recommend process improvements and organizational initiatives to positively influence the team and quality. • Training Schedule: Monday – Friday 8:30am – 5:15pm EST for the first 8 weeks. • Training will be conducted in the Fort Wayne, IN office with a work from home option post training. • Regular Schedule: Call center hours are 8:00am – 8:00pm EST Monday – Friday; post training schedule will be 11:15am – 8:00pm EST. • Must adhere to scheduled breaks/lunches as you are required to follow these closely. • Will work overtime as needed during peak volumes. • Advancement Opportunities • Progression in role may include assisting customers in troubleshooting complex website issues as well as supporting customers in plans with service level agreements. • Further promotion opportunities exist within the Call Center. • Compensation: $19.42/hour • If you are fluent in both the English and Spanish language (verbal and written proficiency), you will receive an additional $1.00 per hour on your hourly rate of pay. What We’re Looking For Must-have experience (Required): • High School Diploma or GED. • 0-1+ Years of general experience – does not need to be directly related to the position.   • Strong written and verbal communication skills. • Ability to work with others in a fast-paced, team environment. • Ability to quickly learn complex systems and product knowledge. • 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). Must-have capabilities: • To work from home, you must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. • To check internet speed, go to ‘Google’ and type in ‘Speed Test’ and simply select ‘Run Speed Test’. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth. Nice-to have Experience (Preferred):   • Associates degree/post-secondary education • 2+ years of previous service industry and/or financial services experience. • 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. • Solid relationship management skills customers, management, peers and colleagues. Application Deadline Applications for this position will be accepted on an ongoing basis. 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 • 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 The pay range for this position is $19.42 - $20.42 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 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 distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 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 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 E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Manage a defined book of business to develop and execute strategic plans for sales growth, client satisfaction, and retention while collaborating with internal teams and educating external partners. | 1-3+ years client-facing retirement experience, bachelor’s degree or equivalent, FINRA and insurance licenses within 90-120 days, retirement plan knowledge, strong communication and math skills, and ability to travel up to 10%. | Alternate Locations: Work from Home; US Midwest; US Southwest; US West Work Arrangement: Remote : Work at home employee Relocation assistance: is not available for this opportunity. Requisition #: 75084 The Role at a Glance We are excited to bring on a Relationship Manager to our Client Engagement team to work remotely in the West/Midwest region. Lincoln is enhancing its Small Market service model and expanding the Virtual Relationship Manager team to support continued sales growth and deliver exceptional client service. In this role, you will oversee a defined book of business, developing and executing strategic plans to meet sales targets and organizational goals. You will implement standardized relationship management and sales strategies to ensure client satisfaction, drive revenue growth, improve retention, and increase market share. What You'll Be Doing • Drive sales growth by developing strategic client relationship plans and identifying opportunities to expand product adoption and retention within assigned clients • Build relationships with key stakeholders and clients to meet or exceed sales targets, enhance satisfaction, and support large business objectives • Collaborate cross-functionally with internal teams to ensure accurate processing and administration and resolve complex client issues efficiently • Educate and advise external partners on Lincoln products that enhance and amplify their individual goals and objectives to support informed decision making What We’re Looking For Must-haves: • 1-3+ years’ experience in a client facing role in retirement • 4 year/Bachelors degree or equivalent work experience • FINRA SIE, S6 and S63 licenses within 90 days • Life and Health licenses within 120 days • Retirement plan record keeping knowledge • Strong written and verbal communication skills • Strong mathematical skills around probability, profitability and statistics to apply to practical solutions • Evaluate trends in data or information • Proven ability to work with others in a team environment • Ability to travel up to 10% Nice-to-haves: • Experience delivering plan reviews • Experience working with advisors and TPA’s • Ability to perform under stress in cases of critical situations Application Deadline Applications for this position will be accepted through September 12th, 2025, 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 • 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 The pay range for this position is $80,000 - $168,000 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 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 distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 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 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 ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.