Product Data Analyst

Lincoln Financial Group

Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Hartford, CT (Connecticut); Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: is not available for this opportunity.

Requisition #: 73242

The Role at a Glance

As the Product Data Analyst , you will assist in all facets of product development activities for Defined Contribution Variable Annuity Products. You will gain an understanding of the DC Variable Annuity market, the client needs, the competition and the strengths and gaps in our current product portfolio. You will assist in communicating product priorities, product implementation and take the lead in developing and working with the product pricing actuaries on new products and improvements to existing products, while helping ensure that products meet established targets for product profitability and are competitive in the market.

What youll be doing

Provides input to define and drive the implementation of new initiatives, project charters, product specifications and day-to-day administration of current programs

Presents options and tradeoffs under consideration in new product development and gathers input on new product development ideas

Creates reports and analyses from various sources to influence strategic decision making

Provides progressively more complex P&L analyses to applicable internal stakeholders

Provides support to peers and may present/interact with senior management, internal & external stakeholders (including Lincoln Financial Distributors RPS wholesalers), and customer prospects to effectively represent Lincolns suite of retirement products

Serves as a resource for providing education to internal stakeholders on product offerings, functionalities, platform technologies, market competitiveness, and regulatory requirements, e.g., SEC compliance

Provides support to internal partners, including but not limited to illustration, proposal, pricing systems, sales and business operations

Designs and maintains the monthly MF Suite dashboard and other reporting for internal stakeholders

Identifies and provides recommendations for new growth opportunities based on competitive intelligence, trends, and retirement plan expertise

Provides operational consultation to assist with client product implementations, ongoing product support, and the creation and maintenance of procedural/training materials

What we’re looking for

Must-haves:

4 Year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors)

3 – 5 Years of experience with retirement products and/or services that directly aligns with the specific responsibilities of this position

Proven strong experience with Excel and VBA

Nice-to-haves:

Experience with Tableau and SAS

#LI-Remote

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 levels to help you successfully manage your career

Leadership development and virtual training opportunities

PTO/parental leave

Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

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

Pay Range: $67,000 – $120,700

Actual base pay could vary 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 (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audiencepageid=1422918942386) 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.

Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincolnfinancial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

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 Lincolns 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.

This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

Show Full Vacancy