Consultant, Annuity Product Technical Support (*remote consideration)

Alternate Locations: Hartford, CT (Connecticut); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)

 Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

Relocation assistance:  is not available for this opportunity.

Requisition #: 74394

The Role at a Glance

The Role at a Glance:

The Consultant, Annuity Product Technical Support role will primarily be responsible for more complex development of benchmark test tools for our annuity illustration and administration systems.   This position will provide more complex, forward-thinking analysis furnishing advice to various stakeholders, providing support for numerous functions of the Annuities group and delivering on routine assignments/projects while applying knowledge of his/her assigned area.  The incumbent will act as a primary resource for annuity illustration & technical questions or issues.   In addition, the incumbent will support other ad hoc annuity analytical initiatives.

What you'll be doing

What you'll be doing

• Develop and implement more complex Excel-based testing models for Variable, Fixed, Indexed, Immediate and Deferred Income Annuities to ensure the accuracy of our illustration system(s), including but not limited to: Adding new products to existing spreadsheet models, creating new spreadsheets for new products, and updating existing spreadsheets for product changes.
• Analyze and prepare spreadsheets for the Illustration and technical system(s) with each release to verify product accuracy.
• Lead in debugging the Illustration and technical system and determine the sources of differences from the benchmark tool.
• Add new products and update existing products as needed in the NY Reg 60 spreadsheet
• Respond to queries from distribution regarding product illustrations and projections.
• Clarify product design and calculations using benchmark test tools.
• Maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility.
• Serves as a resource for ad hoc annuity product pricing and risk analysis assignments as needed.

What we’re looking for

What we're looking for

• 4 Year/Bachelor’s Degree, preferably in mathematics, computer science or similar technical field 
• 3-5+ Years of Experience in modeling or programming that directly aligns with the specific responsibilities for this position.
• Advanced Spreadsheet and programming experience with VBA or other similar languages.
• Demonstrated analytical and problem-solving skills, detail-oriented, independent, motivated, innovative.
• Strong written and verbal communication skills.
• Ability to read, analyze and interpret both internal and external documents.
• Apply mathematical concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
• Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Define problems, collect data, establish facts and draw valid conclusions.
• Evaluate trends in data or information.
• Deep understanding of annuity products and markets strongly preferred.
• Ability to work with others in a collaborative team environment
• Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates solid project management skills, including critical ability to coordinate and balance multiple projects under pressure in a time-sensitive environment and meet deadlines.

Application Deadline

Applications for this role will be accepted through 5/16/25, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial Group, 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 Lincoln leadership Attribute.

• 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

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and 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. 

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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 Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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, Veteran status, or genetic information.  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.

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