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Remote Retirement Education Jobs (NOW HIRING)

Retirement Consultant

Dallas, TX · On-site +1

$80K - $100K/yr

Remote : Work at home employee residing outside of a commutable distance to an office location ... In this role, you will deliver retirement planning, education, and world class service to complex ...

Retirement Consultant

Dallas, TX · On-site +1

$80K - $100K/yr

Remote : Work at home employee residing outside of a commutable distance to an office location ... In this role, you will deliver retirement planning, education, and world class service to complex ...

Remote Department: Savings and Deferred Compensation Plan Schedule: Full Time | Day Shift Salary ... What You Will Need Education: * High School diploma equivalency with 2 years of cumulative ...

Develop and provide educational support for HR, finance and payroll partners to enable them to ... LI-Remote WHAT YOU'LL BRING TO THE ROLE: * Bachelor's degree in human resources, finance, or ...

... retirement and long-term financial stability, our mission to provide education and customized ... Remote work flexibility - work from anywhere * Part-time and full-time positions available * Clear ...

Develop and provide educational support for HR, finance and payroll partners to enable them to ... LI-Remote WHAT YOU'LL BRING TO THE ROLE: * Bachelor's degree in human resources, finance, or ...

... retirement and long-term financial stability, our mission to provide education and customized ... Remote work flexibility - work from anywhere * Part-time and full-time positions available * Clear ...

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Remote Retirement Education information

What is the difference between Remote Retirement Education vs Retirement Counselor?

AspectRemote Retirement EducationRetirement Counselor
CredentialsCertifications in financial planning, retirement planning, or educationCertifications in financial advising, counseling, or retirement planning
Work EnvironmentRemote, online platforms, virtual seminarsRemote or in-person, client meetings, counseling sessions
Industry UsageFinancial services, education, non-profitsFinancial advisory firms, banks, non-profits
Search & Comparison IntentEducational content, retirement planning programsPersonalized retirement advice, counseling services

Remote Retirement Education focuses on providing informational and educational content about retirement planning, often through online courses or seminars. Retirement Counselors offer personalized advice and guidance to individuals on their retirement strategies. While both roles involve retirement topics, the former emphasizes education and awareness, whereas the latter provides tailored counseling services.

More about Remote Retirement Education jobs
What cities are hiring for Remote Retirement Education jobs? Cities with the most Remote Retirement Education job openings:
What are the most commonly searched types of Retirement Education jobs? The most popular types of Retirement Education jobs are:
What states have the most Remote Retirement Education jobs? States with the most job openings for Remote Retirement Education jobs include:
Infographic showing various Remote Retirement Education job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.
Retirement Consultant

Retirement Consultant

Lincoln Financial

Dallas, TX • On-site, Remote

$80K - $100K/yr

Other

Medical, Life, Retirement, PTO

Re-posted 2 days ago


Lincoln Financial rating

7.4

Company rating: 7.4 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

210th of 281 rated insurance


Job description

Alternate Locations: Dallas, TX (Texas); Houston, TX (Texas)

 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 #: 76189

The Role at a Glance

We are excited to bring on a Retirement Consultant within Retirement Plan Services to join the West region to be located in either Dallas or Houston. In this role, you will deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants. This includes growing plan participation, increasing average deferral rates, asset gathering, and servicing of employees. You will play a vital role in the growth, retention, and overall satisfaction of clients that you are tasked with servicing. Our goal is enabling our clients to achieve the retirement they envision.

What you'll be doing
  • Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics
  • Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business
  • Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
  • Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders
  • You will support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goal
  • Drive asset retention by identifying rollover and distribution opportunities and deliverying IRA solutions that retain assets with Lincoln while supporting participants' long-term retirement goals
What we're looking for

Must-haves:
   1 - 3+ Years' experience in Retirement Plans that aligns with the specific responsibilities 
   Lives in Dallas, Houston or surrounding areas with the ability to travel up to 50% regionally and nationally
   4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 
   FINRA SIE, S6, and S63 within 90 days of hire (pre-registration preferred)
   Life & Health within 90 days of hire (pre-licensed preferred)
   Passion for retirement readiness
Nice-to-haves:  
   Experience in Group Benefits
   College of Financial Planning or comparable certification(s) or designations
   Prior system experience with: Excel, Salesforce, and Teams
   Bilingual Spanish/English

Application Deadline

Applications for this position will be accepted through July 24th, 2026, subject to earlier closure due to applicant volume 

#LI-Remote

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 - $100,000 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. 


What Lincoln Financial employees say

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Lincoln Financial logo

About Lincoln Financial

Sourced by ZipRecruiter

Lincoln Financial Group, a Fortune 200 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 $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, 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.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Radnor, PA, US

Year founded

1905