Consultant, Market Insights

Alternate Locations: US All Regions

Work Arrangement:Work from Home

Relocation assistance::is not available for this opportunity.

Pay Range: $63,100 - $137,900

Bonus Potential: 5%

Requisition #:67925

The Role at a Glance:

As an Insights Consultant, you will be responsible for working with internal business units to proactively recommend, develop and implement market research that provide relevant, timely and actionable information. You will design and manage B2B market research on financial professionals across all of Lincoln's business units, including Annuities, Life Insurance, Long-Term Care, Retirement Services, and our Broker-Dealer.

You will lead research initiatives focused on identifying business growth opportunities, supporting innovative product and service development, and go-to-market strategy and tactics. You will also analyze diverse industry data sets to provide a thorough quantitative understanding of the financial professional's needs and behaviors. When coupled with qualitative insights, you will translate research and analysis into actionable information and knowledge to impact the strategic direction of Lincoln's business units.

What you'll be doing:

Serve as a consultant in the prioritization, management, and execution of primary and secondary research projects. Responsible for high quality, timely and actionable analysis of data and communication of findings and recommendations to ensure a clear understanding of the market implications.

  • Develop and shape our Financial Professional insights practice and elevate insights throughout the organization.
  • Design and manage quantitative and qualitative research on Financial Professionals in support of Lincoln's various business units.
  • Support initiatives focused on business growth, innovation, and go-to-market strategy and tactics.
  • Analyze and synthesize industry data and primary research to provide a thorough understanding of the financial professional's needs and behaviors.
  • Transform data into compelling visuals to tell a story and support audience understanding of key research insights.
  • Present research findings and lead conversations with business stakeholders, including senior management, focusing on how insights can be used to inform strategy and drive action.

Influence & Execution:
  • Synthesize data, interpret findings, and communicate key learnings clearly and concisely to share insights with business stakeholders.
  • Develop presentations and deliver research findings to project teams and senior management.
  • Use your knowledge of financial professionals, competitors, and the marketplace to advise stakeholders on business issues.
  • Synthesize proprietary research findings and third-party data to develop recommendations for strategic action.
  • Act as a trusted advisor to internal stakeholders, designing and leveraging research to help answer key questions to support business goals and initiatives.

  • Work with cross-functional teams to identify research questions, and design and manage qualitative and quantitative research efforts to meet the needs of multiple stakeholders, collaborating with stakeholders throughout the process.
  • Oversee projects with external research vendors, acting as a liaison between Lincoln stakeholders and research vendors, ensuring timely delivery of project deliverables, and working collaboratively with research vendors and Lincoln stakeholders to identify meaningful insights and opportunities for strategic action.
  • Build relationships and meet regularly with stakeholders (e.g. Marketing, Sales, Strategy, Product, Operations, Innovation, Customer Experience and others) to maintain a strong understanding of the strategic challenges, and proactively shares relevant insights and trends.

Research Skills:
  • Explore multifaceted methodology options, leveraging qualitative and quantitative research, syndicated research, and secondary data to build actionable insights.
  • Analyze and synthesize data to provide an understanding of the financial professional's needs, attitudes, behaviors, financial service decision-making and product preferences.
  • Build expertise on various sources of internal/external information and data sources, especially pertaining to elements and characteristics relevant to the financial professional's attitudes, behavior, financial decision-making, and product preferences.

What we're looking for:

  • 3-5+ years of experience in market research, financial services, workplace benefits, and/or marketing/communications.
  • Undergraduate degree (BA or BS), preferably with academic coursework or experience in qualitative or quantitative research experience of 5+ years.
  • Experience using online survey tools.
  • Agile testing experience preferred (e.g. usability testing, test and learn, iterative testing, etc.).
  • Proficient with Microsoft tools (Excel, PowerPoint, Word, Teams).
  • Intellectual Horsepower, Business Acumen, Dealing with Ambiguity, Creativity, Problem Solving, Decision Quality, Planning, Process Management.

  • Specific survey tool experience with Qualtrics
  • Experience using tools like SPSS, SAS, R, or Tableau for data analysis
  • Insurance or Finance industry experience

What's it like to work here?

At Lincoln Financial Group, 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:
  • A clearly defined career framework to help you successfully manage your career
  • 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
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
  • Effective productivity/technology tools and training

Work Arrangement

Work from Home : Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances.

Lincoln will evaluate the following when setting the successful candidate's wage rate:
• Prior work or industry experience.
• Education level to the extent education is relevant to the position.
• Unique skills

About The Company

Lincoln Financial Group, a Fortune 200 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 customer's 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 $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, 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.

Lincoln is committed to creating adiverse and inclusiveenvironment 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.

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at

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 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/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, Veteran 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.

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