Actuary, Annuity Valuation (Qualified Actuary Team)
$108.5k - $195.9kLincoln Financial Services
Actuary, Annuity Valuation (Qualified Actuary Team)
Lincoln has an exciting opportunity for an Actuary within the Annuity Qualified Actuary team. This role offers a unique valuation perspective with opportunities to contribute thought leadership across key company initiatives. The team is responsible for providing guidance and ensuring the accurate implementation of reserve methodologies to support new product development and evolving regulatory requirements. This is a highly collaborative role, partnering with stakeholders across Finance, Investments, Pricing, Risk Management, and Experience Studies to provide valuation and regulatory insights. The position also offers exposure to broader industry discussions related to annuity valuation.
What you'll be doing:
- Provide specialized expertise and thought leadership to internal and external stakeholders on annuity valuation matters
- Ensure actuarial models and assumptions for assigned areas comply with all company policies and applicable financial and regulatory requirements
- Stay informed on emerging trends and regulatory changes, assess impacts, and partner with leadership to incorporate updates into strategy
- Review quarterly GAAP and Statutory results, identifying and communicating key drivers
- Identify, evaluate, and resolve risks, exposures, and key business issues
- Collaborate with stakeholders to support sound financial decision-making and risk management practices across the enterprise
- Partner with Finance to deliver data, analysis, and exhibits required for financial reporting
- Ensure accuracy, timeliness, and compliance with professional standards across all deliverables
- Lead interactions with regulators, auditors, and industry surveys, ensuring prompt and effective responses
- Support the development and analysis of operational and risk metrics for management reporting
- Drive innovation and continuous improvement in reserving and reporting processes
- Collaborate closely with finance and pricing leadership to manage annuity product lines effectively
- Contribute to the review and reporting of annuity assumption changes
- Build strong internal and external partnerships to advance business objectives and industry alignment
What we're looking for:
- Bachelor's degree in Actuarial Science, Mathematics, or a related field (or equivalent experience)
- 7+ years of progressive actuarial experience
- FSA designation preferred, or ASA with significant additional experience
- Strong experience with annuity products, valuation, and regulatory frameworks
- Deep knowledge of accounting and capital frameworks (STAT, GAAP, Tax, RBC, EC)
- Experience analyzing financial statements (balance sheet, income statement) and projections
- Strong communication skills, with the ability to clearly present complex concepts
- Proven relationship management and collaboration skills across cross-functional teams
- Demonstrated project management ability, including managing multiple priorities in a deadline-driven environment
- Experience with AXIS, Dataiku, and Tableau is a plus
- Advanced proficiency in Excel, Word, and PowerPoint
Application Deadline: Applications for this position will be accepted through August 30th, 2026 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 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.
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