AVP, Sr. Counsel, Life & Annuities

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Work from Home

  Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:  is not available for this opportunity.

Requisition #:  74772

The Role at a Glance

The Role at a Glance

The AVP, Senior Counsel - Life & Annuities, provides legal support to the Lincoln Financial Group business segments that are responsible for designing and administering Lincoln’s individual life and annuity products. Your focus will primarily be on annuity product development, administration and claim activity.

What you'll be doing

What you'll be doing

Responsibilities


Advise:

• Provide legal advice and support on:
  - the development and maintenance of Lincoln Financial Group’s individual life and annuity products and services
  - marketing, sales and distribution to new and existing clients
  - the legal and compliance aspects of designing and administering life insurance and annuity products
• Identify and communicate legal exposure and risk in a timely and proactive manner to internal key senior stakeholders
• Act as a “thought leader” who will be sought after for advice, counsel, and judgment
  
  

Execute:

• Draft and negotiate:
  - Life and annuity contracts
  - Fund participation agreements
  - Contracts with service and distribution partners
  - Settlement agreements
• Advocate Lincoln Financial Group’s position with third parties such as federal and state regulatory bodies and agencies
• Prepare and maintain registration statements for Lincoln’s variable life and annuity products
• Draft prospectuses and other disclosure documents
• Oversee the production of legal research including the use of electronic, hard copy, and internet resources, as necessary
• Responsible for effectively managing time sensitive projects across large multi-disciplined and cross functional teams
• Select outside counsel and direct them on various legal projects, as appropriate

Analyze:

• Review documents and communications prepared for distribution to and/or use by producers and clients
• Analyze and communicate changes/developments in the laws applicable to life and annuities (legislative, regulatory, case law
• Maintain current knowledge of legal developments and trends, assess the impact, and ensure that new trends/developments are appropriately incorporated in current/future strategies

What we’re looking for

What we're looking for

Education

• Undergraduate degree; J.D. from an American Bar Association (ABA) approved school and a Member of the Bar in good standing is required

Experience

• Experience with Securities Act of 1933 and Investment Company Act of 1940
• Minimum of 10+ years’ experience as an attorney preferably either at a law firm or financial services company
• Experience with the tax treatment of life and annuities
  - In-depth knowledge of the legislative and regulatory process, rules, and protocols governing those processes
  - Working knowledge of computer based legal research and other legal systems.
  - In-depth understanding of corporate structure, client organization, and business and corporate protocol
  - Experience reading, interpreting and drafting documents written at the most sophisticated levels such as contracts, prospectuses, policies, and proposals
  - Experience in a financial services/insurance organization is preferred
  - Demonstrated ability to recognize and weigh business and legal risks, lead strategically and advance innovative solutions
• A demonstrated track record of consistently meeting and/or exceeding performance expectations
• Possesses a bias for action and avoids workplace distractions
• Drives performance targets to completion

Application Deadline

Applications for this position will be accepted through July 31st, 2025, subject to earlier closure due to applicant volume.

What’s it like to work here?

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. 

What’s in it for you:

• 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

• 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 $146,501 - $264,700 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.

About The Company

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.

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 [email protected] 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 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.

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