Annuity Product Compliance Specialist jobs in United States
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Lincoln Financial · 3 days ago

Annuity Product Compliance Specialist

positionRadnor, PA
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$54K/yr - $96K/yr
date1+ years exp

Lincoln Financial is a company focused on helping people confidently plan for their financial future. The Annuity Product Compliance Specialist will ensure compliance standards for annuity products are met and assist with state filing processes across jurisdictions.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Participating in Annuity product and filing requirement discussions with Internal Stakeholders
Maintaining accurate records of approval information so that approved products and forms are correctly issued and contract language is as mandated for all states
Evaluating and answering questions in relation to the interpretation of contract provisions as requested by internal and external customers
Advising and negotiating with internal and external Stakeholders to resolve issues relevant to securing approval and/or use of forms and/or rates, or to revise products or procedures for compliance with new laws
Performing analysis and communicating recommended changes as a result of new and/or revised State and Federal laws and regulations
Reviewing, testing, and/or implementing policy print on related print systems for compliance
May be drafting and/or filing or overseeing the drafting and/or filing of all applicable forms and/or applications by identifying and complying with complex regulatory requirements
Researching, compiling and reviewing complex state laws and regulations using appropriate databases, the internet and other resources

Qualification

Annuity product complianceState filing experienceAnalytical skillsEffective communicationStakeholder influenceAttention to detailAdaptability

Required

1 to 3+ Years experience in compliance or annuity products directly aligned to the specific responsibilities for this role
Bachelor's degree or equivalent work experience
Effective verbal and written communication skills
Ability to influence management/critical stakeholders
Analytical skills and close attention to detail is critical
Ability to adapt quickly in a changing work environment

Benefits

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

Company

Lincoln Financial

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Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
dateFounded in 1905
location
Radnor, Pennsylvania, USA
people-size10001+ employees
web-link
https://www.lincolnfinancial.com/

Funding

Current Stage
Public Company
Total Funding
$825M
Key Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO

Leadership Team

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Ellen Cooper
Chairman, President and Chief Executive Officer
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Christopher Neczypor
Chief Financial Officer
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Recent News

Business Wire
Lincoln Financial Serves as First-Ever Game Break Sponsor for Women’s Sports Desk on FOX Sports’ Women’s College Hoops Coverage
2025-12-18
GlobalFinTechSeries
Lincoln Financial Appoints Nilanjan (Neel) Adhya as EVP, Chief AI, Data and Analytics Officer
2025-12-05
PR Newswire
Variable life Insurance Market to Reach $67.5 billion in 2024 in the short term and $149.7 billion by 2034 Globally, at 8.1% CAGR: Allied Market Research
2025-11-25
Company data provided by crunchbase