Actuary, Annuity Valuation (Qualified Actuary Team)
$108.5k - $195.9kLincoln Financial Services
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 #: 76215 The Role at a Glance 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:
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 View email address on click.appcast.io 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 View phone number on click.appcast.io. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
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
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 View email address on click.appcast.io 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 View phone number on click.appcast.io. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Vacancy posted 2 days ago
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