Training Specialist, Annuity Operations

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Date: Sep 23, 2025

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

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 #: 75195

The Role at a Glance

We are excited to bring on a Training Specialist to support Annuity Operations business line as part of the Insurance Operations organization in a work from home environment.

Background Details
As the Training Specialist, you will work with a team of other associates, specialists and consultants to develop, implement and evaluate training plans and programs to ensure organizational readiness for the Annuity Operations business for both new hires and experienced team members. You will create procedures, communications and learning materials to support projects and organizational initiatives. As a trainer, you will also be expected to cross train and be able to deliver training across the larger Insurance Operations organization. If this sounds like a role for you, please read on!

What you'll be doing

You will create, implement and evaluate training plans and programs to meet training objectives for new and experienced team members. You will be responsible for the learner’s success and preparedness to provide accurate information and deliver a great customer experience. You will be accountable for proper preparation before the commencement of each class, including updating training materials, developing detailed training schedules and refreshing training examples. You will also develop hands-on activities to build the trainee’s foundation of technical and process skills.
You will conduct, implement, facilitate and deliver training demonstrating flexibility and adaptability in a variety of settings (i.e. classroom, remotely via Teams, etc.) to meet department training objectives using an engaging and interactive training approach with reinforcement activities. You will deliver training using a variety of approaches to address the various learning styles of the trainees. In addition, alternative approaches for training should be incorporated to reinforce training content and promote learner retention of content.
You will also conduct training and ongoing employee training evaluations to ensure effectiveness of programs and recommend modifications where necessary. You will be responsible for delivering knowledge checks and exams throughout training to confirm level of understanding.
You will collaborate with internal/external stakeholders to address identified training gaps to support organizational performance, sharing knowledge with junior team members and peers. You will also partner and serve as a liaison to various teams to ensure training materials, procedures, plans and/or programs reflect business needs and organizational readiness.
You will identify, recommend, and champion process improvements and organizational initiatives that reduce workloads or improve quality to enhance the 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).
Experience in training that directly aligns with the specific responsibility of this position.
Excellent written and verbal communication skills and the ability to work with others in a team environment.
Ability to write routine reports and business correspondence, training documentation and process/procedure documentation.
Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Demonstrated relationship management skills with internal clients including management, peers and colleagues.
Ability to be adaptable/flexible as business needs change.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred):

Annuity In-Force and/or Annuity New Business experience.
Knowledge of curriculum development principles.
Proficiency in MS Teams.
Proficiency in SnagIt and Verint.
Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.

Application Deadline

Applications for this position will be accepted through September 30, 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 $53,500 - $96,300 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.

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.

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