📌 Core Information
🔹 Job Title: Client Engagement Associate - NC/SC/GA
🔹 Company: Lincoln Financial
🔹 Location: Atlanta, GA (with remote work arrangement)
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: May 12, 2025
🔹 Experience Level: 0-1 years
🔹 Remote Status: Remote (Work at home employee)
🚀 Job Overview
Key aspects of this role include:
- Cultivating and managing client relationships within an assigned territory
- Providing education and training on Lincoln's products and services to plan participants
- Shadowing experienced consultants to learn sales strategies and achieve sales targets
- Collaborating with internal stakeholders to achieve sales objectives
- Maintaining sales call data in appropriate systems and completing sales reports
ASSUMPTION: This role is designed for individuals new to the financial services industry and is part of a development program to learn and grow within the company.
📋 Key Responsibilities
✅ Cultivate, manage, and maintain basic Retirement Consultant, Plan Sponsor, and Participants client relationships within an assigned territory
✅ Learn Lincoln's products and services with Advisors, Registered Representatives, Brokers, and/or Plan Sponsors/Participants
✅ Build and maintain effective relationships with assigned RC Regional Directors and Retirement Consultants to ensure high levels of satisfaction and increase revenues
✅ Provide information, education, and training on RPS and GP products and services to plan participants
✅ Shadow assigned Retirement Consultants, Registered Representatives, and RC Regional Directors on site visits to learn how to achieve sales targets
✅ Develop and maintain collaborative relationships with internal stakeholders to achieve sales objectives
✅ Maintain sales call data in appropriate systems and complete sales reports
ASSUMPTION: This role requires strong relationship management skills, excellent organizational skills, and the ability to multitask while maintaining strict attention to detail.
🎯 Required Qualifications
Education: Bachelor's degree required
Experience: 0-1 years of experience in intermediary sales that directly aligns with the specific responsibilities for this position
Required Skills:
- Demonstrated solid relationship management skills with internal clients (e.g., management, peers, and colleagues)
- Excellent organizational skills with the ability to prioritize workload and multitask while maintaining strict attention to detail
- Must live within the states of NC, SC, or GA
Preferred Skills:
- Retirement readiness experience
- Sales or relationship management experience
- Demonstrated leadership through campus and community involvement
ASSUMPTION: While not required, experience in retirement readiness, sales, or relationship management can be beneficial for success in this role.
💰 Compensation & Benefits
Salary Range: $50,000 - $60,000 per year (anticipated pay for new hires between the minimum and midpoint of the range)
Benefits:
- 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
Working Hours: Full-time (40 hours per week) with a remote work arrangement
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and may vary depending on the candidate's qualifications and experience.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 10,001+ employees (Enterprise-level company)
Founded: 1905 (with a 120-year track record of expertise and integrity)
Company Description:
- Lincoln Financial helps people confidently plan for their version of a successful future by focusing on identifying a clear path to financial security
- The company offers products including annuities, life insurance, group protection, and retirement plan services
- With millions of customers trusting their solutions and service, Lincoln Financial has a strong reputation for excellence
Company Specialties:
- Retirement Solutions
- Life and Annuities
- Group Protection
Company Website: LincolnFinancial.com
ASSUMPTION: As an enterprise-level company, Lincoln Financial offers a wide range of career opportunities and benefits for employees.
📊 Role Analysis
Career Level: Entry-level to mid-level (depending on the candidate's experience and qualifications)
Reporting Structure: This role reports directly to the Retirement Plan Services Client Engagement team
Work Arrangement: Remote (Work at home employee) with the expectation of traveling 25-50% of the time
Growth Opportunities:
- Upon completion of the training program, this role is expected to continue without supervision in their assigned territory
- Lincoln Financial offers clearly defined career tracks and job levels, along with associated behaviors for each of their core values and leadership attributes
- The company provides leadership development and virtual training opportunities for employees
ASSUMPTION: This role offers growth opportunities for the right candidate, with the potential to advance within the company over time.
🌍 Location & Work Environment
Office Type: Remote (Work at home employee) with the expectation of traveling 25-50% of the time
Office Location(s): Atlanta, GA (with the option to work remotely from other locations within NC, SC, or GA)
Geographic Context:
- Atlanta, GA: A large city with a diverse population and a thriving job market
- NC, SC, or GA: The role allows for remote work within these states, offering flexibility for candidates who prefer to live in a different location
Work Schedule: Full-time (40 hours per week) with a flexible work arrangement
ASSUMPTION: This role offers a flexible work arrangement, allowing candidates to balance their personal and professional lives effectively.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- In-person or video interview with the hiring team
- Background check and reference check
- Job offer and onboarding
Key Assessment Areas:
- Relationship management skills
- Organizational skills and attention to detail
- Sales and communication skills
- Product knowledge and willingness to learn
- Alignment with Lincoln Financial's core values and leadership attributes
Application Tips:
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role
- Prepare for behavioral interview questions that focus on your relationship management, organizational, and sales skills
- Research Lincoln Financial's products and services to demonstrate your enthusiasm and knowledge of the company
- Follow up with the hiring manager after your interview to express your interest in the position
ATS Keywords: Client engagement, relationship management, sales, financial services, retirement plan services, product knowledge, education, training
ASSUMPTION: As an enterprise-level company, Lincoln Financial may use an Applicant Tracking System (ATS) to manage and organize job applications. Including relevant keywords in your resume can help your application stand out and increase your chances of being selected for an interview.
🛠️ Tools & Technologies
- Salesforce or similar CRM software
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Google Workspace (Gmail, Google Drive, Google Docs)
- Video conferencing tools (Zoom, Microsoft Teams)
ASSUMPTION: As a remote employee, you will need to be comfortable using various tools and technologies to communicate and collaborate with your team effectively.
👔 Cultural Fit Considerations
Company Values:
- Put customers first
- Act with integrity
- Foster an inclusive environment
- Embrace continuous learning
- Collaborate for success
Work Style:
- Customer-focused and results-driven
- Adaptable and resilient
- Strong communicator and team player
- Proactive and self-motivated
- Continuously learning and improving
Self-Assessment Questions:
- How do your personal values align with Lincoln Financial's core values?
- Describe a time when you had to adapt to a significant change in your work environment. How did you handle it, and what was the outcome?
- How do you prioritize your workload and maintain strict attention to detail when managing multiple tasks or projects?
ASSUMPTION: Lincoln Financial values candidates who are a strong cultural fit and align with their core values and work style.
⚠️ Potential Challenges
- As a remote employee, you may face challenges with communication and collaboration with your team and clients
- Travel requirements may pose challenges for candidates who prefer to work remotely full-time
- The role may require working with a diverse range of clients, which can present unique challenges and opportunities
- The financial services industry can be competitive, and success in this role may require strong sales and relationship management skills
ASSUMPTION: These challenges can be overcome with strong communication, collaboration, and adaptability skills, as well as a willingness to learn and grow within the role.
📈 Similar Roles Comparison
- This role is part of a development program designed for individuals new to the financial services industry
- Similar roles in other companies may not offer the same level of training and mentorship opportunities
- Career paths for this role may vary depending on the candidate's experience, qualifications, and the company's specific needs
ASSUMPTION: While this role is similar to other client engagement or sales positions, its unique development program and training opportunities set it apart.
📝 Key Questions to Ask During Interview
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does this role fit into the company's long-term growth plans, and what opportunities are there for advancement?
- What kind of training and mentorship can I expect to receive in this role?
- How does the company support work-life balance for remote employees?
- What are the most challenging aspects of this role, and how can I best prepare for them?
ASSUMPTION: Asking thoughtful questions during the interview demonstrates your interest in the role and helps you make an informed decision about the opportunity.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through the Lincoln Financial careers page
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role
- Prepare for behavioral interview questions that focus on your relationship management, organizational, and sales skills
- Research Lincoln Financial's products and services to demonstrate your enthusiasm and knowledge of the company
- Follow up with the hiring manager after your interview to express your interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
