Full-Time
Senior Investment Content Strategist
Lincoln Financial
Insurance, retirement, and financial services provider
Compensation Overview
$93.3k - $169.7k/yr
Villanova, PA, USA
Hybrid
Relocation assistance not available; hybrid requiring 3 on-site days weekly in Radnor, PA.
 Content & Writing (2) |
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- Bachelor’s degree in finance, Business, Communications, or a related field.
- 7+ years of experience in investment content creation, strategy, or related roles within financial services, with a proven track record of excellence.
- Investment knowledge and creative thinking skills to generate original ideas and distill complex topics (e.g., market volatility, economic trends) into client-friendly narratives.
- Advanced PowerPoint skills with expertise in visual storytelling, data visualization, and creating engaging, retail-oriented presentations.
- Excellent communication and collaboration skills for engaging with sales teams, stakeholders, and external experts.
- Self-starter mindset with a strong work ethic, organizational skills, and the ability to thrive in a fast-paced, small-team environment.
- FINRA SIE and Series 7 (or ability to obtain within 120 days of employment).
- Collaborate closely on content creation and strategy, including research, writing, and visual design in PowerPoint to help bring key market and investment concepts to life for a diverse audience.
- Generate fresh content ideas based on investment trends, stakeholder feedback, and the latest developments.
- Engage with internal stakeholders to gather insights, promote content, and align with advisor and client needs.
- Monitor industry experts and publications to incorporate timely insights, ensuring content remains relevant and forward-thinking.
- Contribute market commentary and thoughts during recurring internal discussions with leaders in the organization.
- Participate in the promotion and presentation of investment content to both internal and external audiences.
- Industry designations (CFA, CIMA, CFP, etc.) or interest in pursuing a plus.
Lincoln Financial Group sells life insurance, annuities, and retirement income products through its network of affiliated companies, and also offers securities and investment advisory services via related broker-dealers. Its products pair insurance or annuity contracts with investment options to grow cash value or fund retirement income, with features like death benefits, living benefits, and guaranteed income streams. The company differentiates itself through its coordinated family of brands and distributors that cover insurance, investments, and advisory services. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through a unified suite of protection and investment solutions.
Company Size
N/A
Company Stage
N/A
Total Funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905
Simplify's Take
What believers are saying
- Annuities sales hit $3.9B in Q1 2026, up 4%, with $175B record balances.
- Life Insurance sales surged 33% to $129M in Q1 2026 on improved mortality.
- Group Protection posted record Q1 2026 earnings from premium growth and API expansion.
What critics are saying
- Variable annuities trigger $211M Q1 2026 net loss from market risk benefit changes.
- Retirement Plan Services suffer structural outflows as Prudential captures share.
- Analysts forecast $20.9B revenue by 2029, missing Lincoln's $21.4B target.
What makes Lincoln Financial unique
- Lincoln WealthProtector IUL offers customizable guarantees up to age 100 via Extended No-Lapse Rider.
- Centro API integration automates RFP data, streamlining broker workflows in Group Protection.
- Elite IUL Portfolio features S&P 500 enhanced volatility-controlled indexes for transparency.
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Benefits
Paid Vacation
Paid Sick Leave
401(k) Retirement Plan
401(k) Company Match
Professional Development Budget
Mental Health Support
Flexible Work Hours
Hybrid Work Options
Company News
DALBAR recognizes Lincoln Financial for industry-leading annuity illustrations. Apr 06, 2026, 10:10 ET MARLBOROUGH, Mass., April 6, 2026 /PRNewswire/ - Lincoln Financial stands atop the list of annuity providers for a seventh consecutive year, earning DALBAR's Pyramid of Communications Excellence for client-friendly and informative illustrations. Lincoln Financial has ranked number one since 2020, after redesigning their annuity illustrations and focusing on a cleaner layout, client-friendly language and more colorful sections to engage clients. The illustrations are innovative with intuitive labeling that allows advisors to tell a story during client conversations. The overall design is a true differentiator, with color, organization and visualizations that enhance understanding. Lincoln Financial outperforms its peers with annotations and a key terms page further explaining how annuities and their benefits work. "Lincoln is committed to delivering an exceptional experience that helps financial professionals and their clients confidently evaluate and understand our annuity solutions," said Dan Herr, SVP, annuity product management at Lincoln Financial. "As customer needs change, we continue to evolve our offerings to deliver an even clearer, more seamless experience every step of the way." DALBAR reviewed illustrations from 11 leading annuity firms and rated them based on their overall design and display of contract details. Lincoln Financial earned the highest overall score of 88.80, besting the nearest competitor and industry average by 7.75 and 15.91 points, respectively. About DALBAR For 50 years, DALBAR has been the leading independent financial services market research firm, recognized by the industry and government alike. Specializing in uncovering the needs, behaviors, and concerns of investors and financial professionals, DALBAR provides actionable insights to help firms enhance their products, services, and communications. As an expert in audits, evaluations, ratings, and due diligence certifications, DALBAR awards are a hallmark of excellence, setting the standard for quality in the financial services community. Follow us on LinkedIn. Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations. SOURCE DALBAR, Inc.
How employers and employees view voluntary benefit offerings. A report from the Employee Benefit Research Institute (EBRI) shows that benefit brokers and employees have differing views on the purpose of voluntary benefits. Employers primarily value them for employee morale, while brokers value them as an important recruiting and retention tool, and to produce a healthier workforce. EBRI worked with Lincoln Financial to produce the report, which included a survey of 170 benefits brokers conducted from August to September 2025. Voluntary benefits include health, dental, vision; and other non-traditional benefits, such as fertility benefits, and financial wellness programs. Most of the brokers in the sample described their job "as a benefits broker, advisor, or consultant," while other described their role as a "benefits analyst or another role in selecting employee benefits." The report noted that 85% of employers in the sample cited "improving morale and satisfaction as a key reason to offer benefits, compared with only 48 percent of brokers - by far the biggest divergence between the two groups," when asked for reasons why they offer voluntary benefits. However, the gap narrowed on the other core motivations for offering voluntary benefits. Among brokers, 56% cited competition with other employers, 55% cited meeting employee expectations, and 53% valued both improved retention and also recruiting. Among employers, these percentages were 62%, 54%, 62% and 67%, respectively. Benefit Effectiveness The report noted that sometimes benefits don't reach workers efficiently, or workers may make inefficient use of them. 63% of brokers said that "providing better educational tools for employees" is a good way to improve their effectiveness and appeal. Brokers in the sample also said that "many employers could improve their understanding of supplemental health benefits, suggesting that education support is needed not only for employees, but also for employers." For dental and vision specifically, the most common challenges for brokers were the importance of the benefits to the employer at 47% and limited employer budgets at 47%. Whereas, for supplemental health benefits, brokers cited importance to employees at 46% and administrative complexity at 46%. Please log in or create a free account to comment on this article. Share to: Publish date: April 03, 2026 By: Content Writer and Reporter
Morgan Stanley has lowered its price target on Lincoln National Corporation (NYSE:LNC) to $46 from $50, whilst maintaining an Overweight rating. The adjustment came as part of a broader update to price targets for Insurance – Life/Annuity North America companies, with the analyst noting potential pressure on industry valuations despite limited concerns about life insurers' private credit exposure. Lincoln National reported strong fourth-quarter results, with adjusted operating income rising 31% year-on-year to $434 million, or $2.21 per diluted share. This marked the company's sixth consecutive quarter of year-over-year growth in adjusted operating earnings. Net income available to common shareholders reached $745 million, or $3.80 per diluted share. The company operates insurance and retirement businesses through segments including Annuities, Life Insurance, Group Protection and Retirement Plan Services.
Lincoln Financial announces launch of Lincoln WealthProtector(SM) IUL. New product debuts alongside enhancements to Lincoln's existing IUL products. RADNOR, Pa.-(BUSINESS WIRE)-Lincoln Financial (NYSE: LNC) has announced the launch of Lincoln WealthProtector(SM) Indexed Universal Life, a new protection-focused indexed universal life (IUL) insurance product designed to help clients safeguard their families and build long-term financial security. Lincoln WealthProtector(SM) IUL, issued by The Lincoln National Life Insurance Company, is the newest addition to Lincoln's Elite IUL Portfolio. LIMRA recently reported that IUL represented 25% of total U.S. life insurance sales in the first three quarters of 2025, underscoring rising demand for protection solutions that also offer market-linked growth potential.[1] "A recent Lincoln study found that 62% of consumers want an equal mix of growth and protection when choosing an investment or insurance product," said Darrel Tedrow, SVP, Head of Life Solutions at Lincoln Financial.[2] "With WealthProtector(SM) IUL, we're meeting this need by offering financial professionals and their clients a solution built for protection, flexibility, and long-term value." Built for protection, designed for life. WealthProtector(SM) IUL offers a protection-first design, customizable guarantees, and simplified indexed account options, giving financial professionals a modern solution built for today's market conditions. Features include: * Flexibility to customize the guarantee up to age 100 through a new optional Extended No-Lapse Rider (ENLR II) * Policy designed for long-term performance including our new suite of indexed accounts and a new guaranteed Policy Value Bonus designed for legacy planning * Competitive living benefit options through newly enhanced chronic and terminal illness riders "Alongside today's product release, Lincoln is making additional enhancements throughout 2026 to strengthen its full portfolio of IUL products and deliver a great experience for new and existing customers," said Jared Nepa, SVP, Head of Insurance Solutions Distribution at Lincoln Financial. "Some of these enhancements include increasing caps and participation rates on many indexed accounts which may improve future policy performance, adding new indexed accounts to existing IUL products, and expanding pre-, during, and post-sale tools." About Lincoln's Elite IUL Portfolio. Lincoln's Elite IUL Portfolio is a suite of products directly aligned to customer needs where indexed accounts offer credited interest that drive cash value and death benefit protection, and tools make it easy to manage policies for life. Indexed accounts are the core of these performance-driven solutions with differentiated S&P 500(R) enhanced volatility-controlled indexes (vcis) offered to provide strength, simplicity and transparency. Optional riders allow clients to customize protection, access, and upside potential, including a multiplier Rider with three performance levels at issue. About Lincoln Financial. Lincoln Financial helps people confidently plan for their vision of a successful financial future. As of december 31, 2025, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection, and retirement plan services. As of december 31, 2025, the company had $349 billion in end-of-period account balances, net of reinsurance. Headquartered in radnor, PA., Lincoln Financial is the marketing name for Lincoln National corporation (NYSE: LNC) and its affiliates. Learn more at lincolnfinancial.com.
Lincoln Financial reported fourth quarter net income of $745 million, or $3.80 per diluted share, with adjusted operating income of $434 million, or $2.21 per diluted share. The company's holding company available liquidity increased to $655 million at year-end, net of prefunding amounts. All business segments contributed to the quarter's performance. Annuities delivered operating income of $311 million with record account balances of $175 billion and sales up 33% year-over-year. Life Insurance reported operating income of $77 million, a $92 million increase from the prior year, driven by improved mortality. Group Protection generated $109 million in operating income with premiums up 8%, whilst Retirement Plan Services posted $46 million, up 7% year-over-year. CEO Ellen Cooper highlighted broad-based momentum and strong execution across strategic priorities, supported by disciplined capital management.