Consultant, Annuity Insight

Date: Aug 8, 2019

Location: Hartford, CT, US

Company: Lincoln Financial

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

Relocation assistance is not available for this opportunity.

Requisition #60311

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.



This position will support the Annuity Insight team to drive market insights into the annuity business. S/he will function as a key contributor to a cross-functional insights teams in which you will be coordinating, synthesizing and distributing insights to the Annuity business.  S/he will also act as a technical resource to applicable internal/external stakeholders.  S/he will function as a resource to take data analytics and research and transform the data into clear and concise visualizations/tools to share business impacts with key stakeholders and senior leadership.



    • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
    • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
    • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
    • Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
    • Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.
    • Coordinate and prioritize multiple projects in a time-sensitive manner in order to meet project milestones and achieve business results.
    • Identifies opportunities for the business to leverage insights.
    • Extracts and integrates data from various sources and maintains data integrity according to established procedures.
    • Coordinates and participates on project teams as needed.
    • Builds and maintains relationships internal/external stakeholders to prepare research information and communicate with cross functional research teams.
    • Collects, analyzes, and translates data and research from various sources into insightful presentations and visualizations to share with key stakeholders and senior leadership.
    • Depending on business needs, transforms data from a variety of sources into visualization tools, while reviewing for reasonableness and accuracy.
    • Provides more complex reports, including summaries, charts, or graphs to describe and interpret findings to key stakeholders.
    • Using structured requirements process, clearly articulates, documents and validates more complex business requirements.
    • Communicates data insights with clear and appropriate message points, summaries, reports, and presentations.
    • Collaborate with team members to understand and communicate insights, and recommend best practices for efficient insight creation and distribution.
    • Provides more complex research and analysis to support business operations and presents findings to various stakeholders.



    • Carries out duties in compliance with all state and federal regulations and guidelines.  Complies with all company and site policies and procedures.
    • Remains current in profession and industry trends.
    • Makes a positive contribution as demonstrated by:  - Making suggestions for improvement - Learning new skills, procedures and processes
    • Performs other duties as required.



    • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
    • 3 - 5+ Years experience in data/analytical support that directly aligns with the specific responsibilities for this position (Required)

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: Hartford

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