Operations relationship management consultant

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 #: 75150

The Role at a Glance

We are excited to bring on an Operations Relationship Management Consultant to support the Insurance Operations business in a work from home environment.

Background Details

As an Operations (Ops) Relationship Management Consultant, you will act as a resource for assigned strategic partners, as well as other internal/external stakeholders, with a focus on Lincoln's life or annuity product lines. You will develop and strengthen relationships with internal and external firms and customers, acting as an advocate on behalf of the customer to drive positive change. You will strive to improve the overall operations experience with your strategic partners, navigating the various business units within Insurance Operations while leading conversations based on the voice of the customer. If this sounds like a role for you, please read on!

What you'll be doing

• You will develop, maintain and execute complex client relationship management plans that ensure our clients' overall service needs are met and achieve business, profitability and retention objectives.

• You will build and maintain effective long-term relationships with internal and external customers to ensure a high level of satisfaction and retention. You will also build a strong internal network to resolve issues with the ability to influence a positive outcome across the organization.

• You will serve as a resource to internal stakeholders on relationship management solutions that optimize client satisfaction and achieve business results. You will collaborate with internal partners to develop and execute proactive, creative and ongoing client contact initiatives.

• You will maintain knowledge on current and emerging developments/trends in the marketplace, assessing the impact, and collaborating with leadership to incorporate new trends and developments in current and future solutions.

• You will champion and enhance organizational initiatives by positively influencing and supporting change management while identifying and recommending process improvements that reduce workloads, improve quality and provide a better customer experience.

What we're looking for

Must-have experience (Required) :

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).

• 3 - 5+ Years of experience in relationship management that directly aligns with the responsibilities of this position.

• Must obtain the FINRA SIE and FINRA Series 6 or FINRA Series 7 within 120 days.

• Confident, comfortable communicator with strong written and verbal communication skills.

• Ability to analyze information and to evaluate the implications of a course of action or solution.

• Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues) with a proven ability to develop collaborative approaches.

• Finds common ground and gains collaboration among management, colleagues and peers, influencing outcomes without directing or commanding.

• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred) :

• FINRA SIE and FINRA Series 6 at time of hire.

• Life and/or Annuity product knowledge strongly desired.

• Strong project management skills including the critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure while meeting deadlines.

Application Deadline

Applications for this position will be accepted through September 30, 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 $69,000 - $124,600 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 [email protected] 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.

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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.