Sr. Consultant, Life Financial Communication

Date: Jan 9, 2019

Location: Hartford, CT, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #58220

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 $253 billion in assets under management as of December 31, 2017.

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 Role
As a Senior Consultant for the Life Financial Communication team, the individual will be responsible for working alongside the Financial Management & Strategy (FM&S) team to take financial results or business-specific strategies and position them in a manner that can influence change and be easily understood by the intended audience. The individual will be expected to develop a solid understanding of underlying financial drivers and calculations in support of the Life Insurance financial review exhibits. The individual will work with subject matter experts to advise on a communication approach that resonates with the target audience, which could be external (Investors, Rating Agencies) or internal (Executive leadership team, Life Solutions and Financial Planning & Strategy leadership).


• To help the team deliver upon our mission statement: Deliver clear, concise and consistent information to our customer to inform, educate and empower insightful decisions 
• Partner with Investor Relations and Life Financial Planning & Analysis (FP&A) teams throughout quarterly closes to develop the Life Insurance earnings story, corporate Q&A, quarterly press release and CEO/CFO talking points. 
• Facilitate development and analysis of information to support earnings hot topics and investor meetings exhibits 
• Lead the development of annual Investor Day presentations, Q&A and talking points through close partnership with Senior Management 
• Collaborate with Corporate Communications to develop internal educational materials to promote financial awareness and strategic alignment of key FM&S priorities and quarterly earnings results
• Develop, in conjunction with FP&A, the 3-year financial plan presentation to the CEO/CFO
• Maintain a strong understanding of our peer carriers’ financial strategies and business commentary & results to inform and update Life Solutions and FP&A
• Identify how peer carriers’ financial strategies are impacting their results and support peer financial analysis requests 
• Provide ad-hoc support to Life Solutions and FM&S on Senior Management presentations enabling the business to execute upon the financial and strategic priorities. Collaborate across Reinsurance, Valuation, Financial Planning, Pricing & Strategic Implementation 
• Facilitate meetings and lead discussions with Senior Management covering quarter close materials and external presentation development.



• 4 Year/Bachelor’s Degree or equivalent work experience (4 years of experience in lieu of Bachelors).


• 5-7+ years of financial or actuarial experience (or working closely with finance/actuarial SME’s) 
• Experience within the Life Insurance business
• Experience working with senior management and developing their presentation story boards 
• Excellent presentation skills, both in delivery and content development
• Experience working within all types of group dynamics and finding consensus
• Track record of simplifying complex analysis into an easily understandable output
• Track record of working under pressure and meeting short deadlines
• Track record of consistently meeting and/or exceeding performance expectations
• Has worked independently with a bias for action
• Understanding of financial statement
• Experience working with Tableau and Teamwork
• Strong Microsoft Office skills (Power point, excel, word, outlook)


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

Job Segment: Communications, Financial, Marketing Communications, Marketing Consultant, Actuarial, Marketing, Finance, Insurance