Analyst, Broker Partner Insights

As an Analyst, Broker Partner Insights, you will be responsible for assessing the performance and growth opportunity for our broker & partner relationships by leveraging internal and third-party data. You will work cross-functionally across WPS to provide targeted reporting & Insights for Distribution, assessing both current Broker/Partner performance and growth potential.

What you'll be doing

• Provides strategic reporting to build and enhance the proficiency of our broker strategy.
• Translates complex data into clear, compelling insights, visualizations, and executive-level summaries to support strategic decision-making.
• Identifies future growth opportunities by analyzing whitespace, market potential, segmentation, and competitive positioning within broker and partner relationships.
• Monitors ongoing performance against targets and KPIs, highlighting opportunities for optimization and areas requiring intervention.
• Collaborates with Distribution to understand broker/partner trends, upcoming meetings, and develop reporting to drive positive outcomes.
• Assists in the development of broker reporting dashboards in alignment with organizational deliverables to drive broker insight.
• Works cross-functionally with regional reporting leads, communicating new Broker/Partner insights and reporting tools.
• Analyzes broker and partner performance by leveraging internal data sources and third-party market intelligence to identify trends, risks, and growth opportunities.
• Partners cross-functionally across WPS (e.g., Distribution, Sales, Product, Finance, Marketing) to align analytics with business objectives and partner strategies.
• Assesses current broker and partner portfolios to evaluate production, profitability, retention, and mix of business.
• Provides subject matter expertise to team members and internal stakeholders regarding broker reporting tools and presentation material
• Identifies process improvements that significantly reduce workloads or improve quality across the team, department, and/or business unit.
• Ensure data integrity and consistency across reporting by validating data sources, assumptions, and methodologies.
• Continuously enhance analytics capabilities by improving dashboards, reporting processes, and insight delivery based on stakeholder feedback and evolving business needs.
• Seizes training and development opportunities, including stretch assignments to expand business knowledge., 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 260-455-2558.

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

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Lincoln 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. On-Site Communication Sales Leadership Key Performance Indicators (KPIs) Training And Development Finance Marketing Dashboard Process Improvement Business Objectives Wholesaling Reporting Tools Financial Statements Data Modeling Data Integrity Employee Assistance Programs Market Potential Annuities Insurance Sales Social Security Virtual Training Market Intelligence Fundraising Tax Accounting Health And Wellness Coaching Employment Applications Gmail Reporting Processes White Space Analysis

Must-Haves:

• 5+ Years experience in financial reporting, data modeling, group insurance sales, broker relations, and/ or other experience directly related to the specific responsibilities of this position
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

• 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

The pay range for this position is $72,900 - $131,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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.

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., Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 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.