Lincoln Investment Planning

  www.lincolninvestment.com
  www.lincolninvestment.com
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Lincoln Investment Planning Reviews

Updated July 14, 2014
Updated July 14, 2014
7 Reviews
3.4
7 Reviews
Rating Trends

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Ed Forst
4 Ratings

Employee Reviews

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  1.  

    Good Company to work for

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Lincoln Investment Planning full-time

    Pros

    Good family company, focused on helping their employees. Great Benefits, especially 401K match and profit sharing.

    Cons

    Not always a good handle on all their lines of business. It seems as the exception has become the norm when it comes to pleasing representatives making consistent processing a challenge

    Advice to ManagementAdvice

    Keep the lines of communication open, focus on building a unified approach to avoid an "us & them" mentality between departments.

    Recommends
    Neutral Outlook
    Approves of CEO
  2.  

    Good Company; Bad Branch (South Jersey)

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Sales Assistant
    Current Employee - Sales Assistant

    I have been working at Lincoln Investment Planning full-time for more than 5 years

    Pros

    Good benefits, great co-workers, headquarters recognition of branch employees is good.

    Cons

    Management in branch create an atmosphere of fear. they lead by fear rather than by example. They also show favoritism to the financial advisers and do not recognize the work of the assistants or value their opinition. They also do not recognize when employees have personal events that might affect their work. They offer no help, only criticism. Training for new employees is non existent.

    Advice to ManagementAdvice

    Management & supervisor in this branch needs to change. They let certain things by financial advisers slide and blame errors made by advisers on assistants.

    Doesn't Recommend
    Neutral Outlook
    Approves of CEO
  3.  

    A good place to work, but not a lot of long term possibilities

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Lincoln Investment Planning

    Pros

    A small family oriented (and owned) business.
    Good work environment
    business is growing on the corporate level

    Cons

    Because it really is almost a family atmosphere, "dead wood" tends to hang around for a while.

    Recommends
    Positive Outlook
    Approves of CEO
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  5.  

    Great place to get started, but don't expect to make a lot

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Lincoln Investment Planning for more than 3 years

    Pros

    Great family atmosphere, camaraderie across departments, relatively decent job security

    Cons

    Not much room for upward mobility (unless you stick around for 15 years), pay is below industry standards, lacks true incentives for quality work (e.g., bonuses)

    Advice to ManagementAdvice

    Build in more real financial incentives for your staff, restructure to allow for more upward mobility, distinguish between junior and senior level staff to allow for positional comparisons to other similar companies (and to promote healthy turnover levels)

    Recommends
    Positive Outlook
    Approves of CEO
  6.  

    Work in a small branch -- Not necessarily reflective of life at HQ

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Administration  in  Seattle, WA
    Current Employee - Administration in Seattle, WA

    I have been working at Lincoln Investment Planning part-time for more than a year

    Pros

    Very flexible and accomidating to staffs' personal life. Friendly environment with lots of good people. Generally low turover of staff, most employees have been here for 10+ years. 401(k) matching and good benefits for full time employees.

    Cons

    There is practically no mobility for the staff except to become a financial representative. No benfits/paid leave/vacation for temporay, and very limited for part time employees. Cultural and bureaucratic disconnect with the home office pressents problems.

    Recommends
    Neutral Outlook
  7.  

    Supportive Branch, not enough formal training and support.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Representative  in  Chicago, IL
    Former Employee - Financial Representative in Chicago, IL

    I worked at Lincoln Investment Planning full-time for more than a year

    Pros

    If you are an experienced Advisor with a good book of business, this is the place for you. There is a great deal of internal support to help you focus on sales and paperwork.

    Cons

    Not enough formal training and support for a new Advisors without a book of business. Commissions are low, no salary and getting into school districts to develop new business is extremely hard. Turn over is pretty high.

    Advice to ManagementAdvice

    Offer a small salary to new advisors to help them get started and provide more formal and one and one training and support to help new hires.

    Doesn't Recommend
    Neutral Outlook
  8.  

    great place for an entreprenuerial minded person

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Financial Advisor  in  Bethlehem, PA
    Current Employee - Financial Advisor in Bethlehem, PA

    I have been working at Lincoln Investment Planning

    Pros

    unlimited potential for business growth and income
    great support from managers and home office
    feel of a family owned firm

    Cons

    100% commissions, expect very low income first few years
    expect to do a lot of driving

    Advice to ManagementAdvice

    continue to use feedback from the advisors to improve and stay competitive

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