Lincoln Financial
Lincoln Financial
Lincoln Financial presents career opportunities across actuarial, finance, legal, and customer service functions within the financial and professional services sectors. Its hiring information emphasizes applicant privacy, equal employment opportunity, and clear recruitment procedures, including guidance to help candidates recognize and avoid recruitment scams. Prospective applicants can review open roles and application details through the company’s careers channel.

Remote Retirement Customer Service Representative at Lincoln Financial

Provide remote customer support for Lincoln Financial retirement plans by answering participant questions and explaining plan information. Resolve issues through phone and email service, research, and practical problem-solving.

Description

  • Manage 60–90 inbound calls each day.
  • Respond to callbacks and emails from plan participants, beneficiaries, financial professionals, and plan sponsors.
  • Resolve questions and concerns related to retirement plans.
  • Act as a retirement-plan subject matter resource and explain plan features to customers.
  • Investigate issues across multiple systems, databases, platforms, and software tools.
  • Deliver accurate and detailed information about retirement plans.
  • Achieve call-volume metrics, quality benchmarks, and other performance targets.
  • Build customer rapport while remaining flexible and responsive throughout issue resolution.
  • Suggest process enhancements and support organizational improvement initiatives.
  • Collaborate in a structured, team-based call-center setting.
  • Work Monday through Friday during call-center hours of 8:00 a.m. to 8:00 p.m. EST; the post-training schedule is 11:15 a.m. to 8:00 p.m. EST.
  • Complete eight weeks of Monday-through-Friday training from 8:30 a.m. to 5:15 p.m. EST.
  • As part of career progression, potentially support complex website issues and plans governed by service-level agreements.

Requirements

  • High school diploma or GED.
  • At least 0–1 year of general work experience.
  • Strong written and spoken communication abilities.
  • Capacity to collaborate in a fast-paced, team-based workplace.
  • Ability to learn complex systems and product information quickly.
  • Ability to use multiple systems, databases, platforms, and software while speaking with customers.
  • Flexibility to adjust as business requirements evolve.
  • Working knowledge of Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Home internet bandwidth of at least 12 Mbps; 25 Mbps is preferred.
  • English and Spanish verbal and written proficiency for bilingual opportunities.
  • Availability for assigned hours and close adherence to scheduled breaks and lunches.
  • Willingness to work overtime when needed during periods of peak volume.

Benefits

  • Several weeks of paid training, coaching, and professional development.
  • Structured career-pathing and development program.
  • Leadership development and virtual learning opportunities.
  • Paid time off and parental leave.
  • 401(k) plan and employee benefits.
  • Complimentary financial counseling, health coaching, and employee assistance services.
  • Tuition assistance program.
  • Flexible work arrangements.
  • Productivity and technology tools with related training.
  • Eligibility for the Annual Incentive Program.
  • Potential access to long-term and sales incentive programs.
  • Standard benefits package.

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