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Lincoln Financial Group AVP, Group Insurance Segment Strategy in Helena, Montana

Alternate Locations: Work from Home; Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: is not available for this opportunity.

Requisition #: 71923

The Role at a Glance

This role will provide leadership & expertise for the Group Benefit U500 product segment to strategically develop and manage relationships with key stakeholders and lead the execution of product segment strategy. You will serve as the primary point of contact at the executive level with segment stakeholders. You will partner with internal resources to advise on design of complex strategic programs & initiatives that address product segment needs. The role will provide functional expertise and effectively manage relationships with segment stakeholders to support Lincoln's business goals & objectives.

What you'll be doing

  • Provides leadership to identify, develop, and maintain effective, mutually beneficial relationships and alliances within the U500 segment.

  • Develops and executes product strategy with segment stakeholders to facilitate a continuous stream of opportunities aligned to business strategy.

  • Advises senior management and internal stakeholders on relationship management strategies which optimize retention and satisfaction and achieve desired business results.

  • Shares segment stakeholders’ perspectives, goals, and drivers with internal resources to develop, implement, and lead sales & marketing programs that drive account growth & persistency.

  • Leads activities that drive achievement of mutually acceptable goals, growth targets, and ‘go to market’ strategies.

  • Translates complex questions & feedback from segment stakeholders to internal resources to facilitate development of product solutions & tools to meet partner needs.

  • In partnership with sales, account management and marketing, leads development and delivers presentations such as trainings and marketing/sales materials for segment stakeholder events, forums, and continuing education seminars.

  • Regularly provides functional expertise to segment stakeholders regarding key Lincoln Financial Group updates (e.g., financial results, key leadership changes, product development launches).

  • Directs reporting & analyses to monitor on-going value of segments/relationships and evaluate outcomes & effectiveness of relationship management activities.

  • Organizes and facilitates meetings with segment stakeholders; directs engagement with appropriate internal resources to research questions and drive resolution of issues.

  • Collaborates with market intelligence to identify industry trends and carrier developments to inform and shape strategic initiatives.

  • Ensures business developed on behalf of the LFG in an ethical manner that supports a positive company image, as well as complies with all applicable rules, regulations and company polices.

What we’re looking for


  • 4 Year/Bachelor's degree or 4 years equivalent work experience in lieu of Bachelor's

  • 10+ years product segment strategy, strategic partnerships, sales, and/or other experience directly related to the specific responsibilities of this role


  • Under 500 Segment 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

Pay Range: $118,300 - $215,800

Actual base pay could vary 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2022, approximately 16 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of September 30, 2023, the company had $290 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at

Lincoln is committed to creating a diverse and 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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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.

This Employer Participates in E-Verify. See the E-Verify ( notices.

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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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.