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Lincoln Financial Group Consultant, Market Insight in Fort Wayne, Indiana

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

Relocation assistance is not available for this opportunity.

Level: P3

Requisition #64308

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 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 $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.

General Purpose of Job

As the Consumer Insights Consultant, you will serve as a subject matter expert and will be responsible for educating internal partners on important consumer trends and show the value of consumer data on all phases of business growth and strategy, including anticipating business opportunities and forecasting key trends, improving market performance, informing product development, and aiding marketing, sales, and customer engagement efforts.

In this role, you will…

  • Design and manage quantitative and qualitative research on consumers and customers in support of Lincoln’s Group Protection and Retirement Plan Services businesses

  • Support initiatives focused on measuring and improving customers’ experiences

  • Analyze and synthesize industry data to provide a thorough understanding of consumer 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 within Lincoln’s Group Protection and Retirement Plan Services businesses, focusing on how insights can be used to inform strategy and drive action

Long Description

Influence & Execution:

  • Synthesizes data, interprets findings, and communicates key learnings clearly and concisely to share insights with business stakeholders

  • Develops presentations and delivers research findings to project teams and senior management

  • Uses knowledge of consumers, customers, competitors, and the marketplace to advise stakeholders on business issues

  • Synthesizes proprietary research findings and third-party data to develop recommendations for strategic action

  • Serves as a subject matter expert on cross-functional project teams, leveraging research to present solutions and recommendations to drive business results

  • Acts as a trusted advisor to internal stakeholders, designing and leveraging research to help answer key questions to support business goals and initiatives


  • Works with cross-functional teams to identify research questions, and designs and manages qualitative and quantitative research efforts to meet the needs of multiple stakeholders, collaborating with stakeholders throughout the process

  • Oversees 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

  • Meets regularly with stakeholders (e.g. Marketing, Sales, Strategy, Product, Operations, Innovation, and Customer Experience and others) to maintain a strong understanding of the strategic challenges, and shares relevant insights and consumer trends

  • Effectively communicates insights to the right audiences at the right time, tailoring the content to be relevant to each audience, and encouraging conversations and strategic actions based on research findings

Consumer Insights / Research Skills:

  • Explores multifaceted methodology options, leveraging qualitative and quantitative research, syndicated research, and secondary data to build actionable consumer insights

  • Pursues innovative and cost-effective solutions to inform business plans, product design, consumer experiences and marketing programs

  • Analyzes and synthesizes consumer data to provide an understanding of consumer needs, attitudes, behaviors, financial service decision- making and product preferences

  • Designs and directs research plans from Request-For-Proposal (RFP) to final report and presentation

  • Designs and applies thorough testing and quality controls throughout all project phases for assigned area(s) of responsibility

  • Builds expertise on various sources of internal/external consumer information and data sources, especially pertaining to elements and characteristics relevant to consumer attitudes, behavior, financial decision-making and product preferences

Short Description


  • Undergraduate degree, preferably with academic coursework or experience in qualitative or quantitative research experience or 5+ years of comparable work experience required

  • 3-5+ years of experience in market research, financial services, workplace benefits, and/or marketing/communications

  • Understanding of insurance, workplace benefits, retirement and financial services preferred.

  • Experience using online survey tools like Qualtrics preferred.

  • Experience using tools like Excel, SPSS, SAS, R, or Tableau for data analysis preferred.

  • Approaches work with a high level of curiosity and inquisitiveness

  • Strong written and verbal communications skills

  • Strong attention to detail

  • A demonstrated track record of consistently meeting and/or exceeding performance expectations

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, 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.


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.