Actuary, Annuity Valuation (Qualified Actuary Team)

Alternate Locations : Work from Home; Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement :

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance : is not available for this opportunity.

Requisition # : 75083

The Role at a Glance

Lincoln has an exciting role open for an Actuary on the Annuity Qualified Actuary team. This is a unique valuation position which offers opportunities to provide thought leadership on key company initiatives. The Annuity Qualified Actuary team provides guidance and ensures proper implementation of reserve methodology to support new product initiatives and changes in regulation. This is a highly collaborative role which provides valuation and regulatory input to stakeholders in Finance, Investments, Pricing, Risk Management, and Experience Studies. The role also provides opportunities for involvement in broader industry discussions relevant to Annuity Valuation.

What you'll be doing

Provides specialized expertise and thought leadership to internal / external stakeholders for annuity valuation

Ensures actuarial models and assumptions for his / her assigned area(s) comply with all company, financial and industry laws, rules, and regulations

Maintains knowledge on current and emerging developments / trends including regulatory changes for annuity valuation, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future strategies

Reviews quarterly GAAP and Statutory results and communicates key drivers of results

Ensures that risks, exposure, and key business issues are identified, properly accounted for and resolved

Collaborates with key business / management stakeholders to drive the development and adoption of key financial decisions and risk management techniques for the enterprise

Supports Finance by providing information and exhibits needed for financial reporting

Meets all deadlines and provides accurate information consistent with Stat, GAAP, and other professional requirements and standards

Lead regulator, internal and external auditor, and survey inquiries; promptly drives resolution

May oversee preparation of operational and risk management metric reports for analysis and presentations to management

Introduces and encourages innovation, improvements, and efficiencies where possible in the reserving / reporting processes

Collaborates heavily with financial and pricing leadership to effectively manage the Annuities product lines

May be involved with review of annuity assumption development work

Establishes business partnerships and alliances across the organization and industry; finds common interests and mutually beneficial grounds to help achieve business objectives

What we're looking for

4 Year / Bachelor's degree (or equivalent) in Actuarial Science or Mathematics

7+ years of increasing actuarial experience

FSA designation or ASA designation with substantial additional years of actuarial experience

Significant experience with annuity products, regulation and valuation

Strong experience with regulatory / accounting / capital frameworks (STAT / GAAP / Tax, RBC, EC)

Experience with balance sheets, income statements, and financial projections

Confident, comfortable communicator with excellent written and verbal communication skills

Demonstrated relationship management skills with internal clients; proven ability to develop creative and collaborative approaches.

Demonstrated project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

Proficiency with AXIS, Dataiku and Tableau is a plus

Advanced proficiency with Excel, Word, PowerPoint

Application Deadline

Applications for this position will be accepted through December 1st, 2025 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 $108,501 - $195,900 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.

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our 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 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.

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