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Associate Actuary Group Financial Planning & Forecasting

Lincoln Financial Group Omaha, NE

Job Description

Alternate Locations:Atlanta, GA (Georgia); Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska)

Relocation assistance is not available for this opportunity.

Requisition #60093

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customers lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


This position will be responsible for supporting the development of the Group Protection financial plan. S/he will be responsible for creating/maintaining projection models and developing assumptions consistent with the strategic direction of the business.



  • Maintain primary ownership of revenue projection models and process
  • Provide secondary support to risk, expense, and investment models and process
  • Understand and explain key assumptions used in pricing and sales planning and incorporate these assumptions into financial planning process.
  • Develop and deliver tools and analysis that advances our ability to understand profitability at a granular level.
  • Proactively and reactively engage with operational and business partners, delivering quality analysis that ultimately identifies opportunities and actions to improve shareholder value.
  • Identify areas of opportunity to improve the business from a strategy or reporting perspective.
  • Communicates results of actuarial research to business unit management.
  • Provides consultation on actuarial models and risk issues.
  • Finds and implements ways to enhance more complex models and processes to generate greater accuracy and efficiency.
  • Identifies more complex risk issues and uses effective model control and documentation processes.


  • 4 Year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors) (Minimum Required)
  • 3 - 5+ Years experience in actuarial science that directly aligns with the specific responsibilities for this position (Required)


  • Upon Hire Certifications/Licensures: (5-8 Actuarial Exams passed; typically has ASA designation, progressing toward FSA designation.)


  • Travel Type: National Domestic
  • Travel Amount: up to 10%


This position may be subject to Lincolns 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 Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/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, veterans 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.


Job Details

Date Posted July 13, 2019
Date Closes August 12, 2019
Requisition 60093-en_US
Located In Omaha, NE
Department Actuarial, Quantitative & Risk Management
SOC Category 00-0000.00