Consultant, Annuity Product Technical Support

Job title: Consultant, Annuity Product Technical Support in Hartford, CT at Lincoln Financial Group

Company: Lincoln Financial Group

Job description: Alternate Locations: Work from HomeWork Arrangement:Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln officeRelocation assistance: is not available for this opportunity.Requisition #: 74394The Role at a GlanceThe Role at a Glance:The Consultant, Annuity Product Technical Support role will primarily be responsible for more complex development of benchmark test tools for our annuity illustration and administration systems. This position will provide more complex, forward-thinking analysis furnishing advice to various stakeholders, providing support for numerous functions of the Annuities group and delivering on routine assignments/projects while applying knowledge of his/her assigned area. The incumbent will act as a primary resource for annuity illustration & technical questions or issues. In addition, the incumbent will support other ad hoc annuity analytical initiatives.What you'll be doingWhat you'll be doing

• Develop and implement more complex Excel-based testing models for Variable, Fixed, Indexed, Immediate and Deferred Income Annuities to ensure the accuracy of our illustration system(s), including but not limited to: Adding new products to existing spreadsheet models, creating new spreadsheets for new products, and updating existing spreadsheets for product changes.


• Analyze and prepare spreadsheets for the Illustration and technical system(s) with each release to verify product accuracy.


• Lead in debugging the Illustration and technical system and determine the sources of differences from the benchmark tool.


• Add new products and update existing products as needed in the NY Reg 60 spreadsheet


• Respond to queries from distribution regarding product illustrations and projections.


• Clarify product design and calculations using benchmark test tools.


• Maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.


• Promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.


• Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility.


• Serves as a resource for ad hoc annuity product pricing and risk analysis assignments as needed.

What we're looking forWhat we're looking for

• 4 Year/Bachelor's Degree, preferably in mathematics, computer science or similar technical field


• 3-5+ Years of Experience in modeling or programming that directly aligns with the specific responsibilities for this position.


• Advanced Spreadsheet and programming experience with VBA or other similar languages.


• Demonstrated analytical and problem-solving skills, detail-oriented, independent, motivated, innovative.


• Strong written and verbal communication skills.


• Ability to read, analyze and interpret both internal and external documents.


• Apply mathematical concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.


• Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.


• Define problems, collect data, establish facts and draw valid conclusions.


• Evaluate trends in data or information.


• Deep understanding of annuity products and markets strongly preferred.


• Ability to work with others in a collaborative team environment


• Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).


• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.


• Demonstrates solid project management skills, including critical ability to coordinate and balance multiple projects under pressure in a time-sensitive environment and meet deadlines.

Application DeadlineApplications for this role will be accepted through 5/16/25, 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 attributesLeadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe pay range for this position is $69,000 - $124,600 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 CompanyLincoln 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 a 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 , , , , and . For the latest company news, visit our .Be Aware of Fraudulent Recruiting ActivitiesIf 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 [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.Additional InformationThis 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 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 notices.Este Empleador Participa en E-Verify. Ver el avisos.

Expected salary: $69000 - 124600 per year

Location: Hartford, CT

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