Sr. Consultant, Distribution Strategy

Date: May 24, 2019

Location: Boston, MA, US

Company: Lincoln Financial

Alternate Locations: Boston, MA (Massachusetts)

Relocation assistance is not available for this opportunity.

Requisition #59937

About the Company

Lincoln Financial Group, a Fortune 250 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 $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, 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.




The Strategic Business Process Sr. Consultant will provide subject matter expertise & direction on complex projects/initiatives. The role will focus on oversight of aligning the strategic objectives of the business unit while managing governance activities. The role will also contribute to directing prioritization of initiatives, effective communication, and strong partnerships across business unit & governance teams.


The Senior Strategy Consultant facilitates the development of actionable Distribution strategies and leads complex projects/initiatives designed to drive revenue growth, generate operational efficiencies and/or improve the customer experience. The role will focus on aligning the strategic objectives of Distribution while driving transparency through Distribution’s leadership governance.  This role also partners closely across Group Protection to design Distribution plans that align to the overall strategic opportunities and business objectives. 




  • Researches and analyzes strategic areas of focus to identify distribution growth opportunities, develop business cases, and define executable implementation plans
  • Directly and indirectly scans the environment, enlisting resources within LFG and outside the company to identify risks and opportunities
  • Establishes frameworks to reassess and/or define Distribution’s vision, goals, objectives and initiatives
  • Designs actionable plans that reflect and are derived from the most significant objectives of Distribution, including working across organizational boundaries to include GP strategy, service, claims, technology and other areas of Lincoln
  • Creates implementable multi-year plans that link the distribution strategy to tactics and foster growth and profitability while ensuring business plans are consistent with Group Protection’s growth, financial and business objectives
  • Facilitates discussions and analysis to assess how environmental factors should be integrated into Distribution’s strategic plans
  • Ensures that Distribution plans and initiatives are tie to Corporate and Business Unit strategy, and fairly assess the economic and financial consequences
  • Creates compelling presentations and communications materials, and is able to present to all levels in the organization to gain buy-in




  • Excellent creative problem solving and strategic thinking skills
  • In-depth knowledge of the Group Insurance industry
  • 5-7 years of demonstrated experience with strategic planning and/or market research and/or business analytics that directly aligns with the specific responsibilities of the position
  • Strong interpersonal skills, ability to communicate effectively, and demonstrated energy/drive
  • Ability to work with people across multiple disciplines to achieve results
  • Ability to work closely with senior leaders and to respectfully challenge the status quo and/or institutionalized beliefs




  • Up to 10%

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/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, veterans 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.


Nearest Major Market: Boston

Job Segment: Claims, Strategic Planning, Marketing Consultant, Business Analyst, Insurance, Strategy, Marketing, Technology