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<p><strong>Actuarial Business Analyst I/ II</strong></p><p><strong>&nbsp;*This role is not an actuarial rotational position and does not require any exams. No actuarial exam support will be provided in this role.&nbsp;</strong></p><p><strong>Summary </strong></p><p></p><p>The Actuarial Business&nbsp; Analyst II position reports to the Actuary, Life and Annuity Product Implementation and Management and is responsible for the setup of Life and Annuity products.&nbsp; Working under minimal supervision, this role will define products and load rates on administration systems, illustration systems and ancillary systems by performing tasks as assigned. &nbsp;&nbsp;The Product Systems Analyst II will independently perform systems analysis and modify product testing tools to ensure all life and annuity product calculations are complete and accurate.&nbsp; This role will interact with other business units and teams, including Agile scrum teams, product development actuaries, and the policy forms team to provide input on systems processing and calculations in support of defining new products and benefits and the creation of policy forms.</p><p></p><p><strong>Key Responsibilities</strong></p><p></p><ul><li>Assist in identifying areas of the systems requiring modification to support new product designs and functionality</li><li>Coordinate tasks associated with creating and modifying life and annuity product plans on administration, new business, illustrations, and other systems</li><li>With oversight, read/review product pricing requirements, elicit necessary information by seeking answers from appropriate business partners. Write business requirements for needed modifications to systems, if applicable.</li><li>Modify and create test tools to validate product rates and values on impacted systems, following established protocols and standards</li><li>Create and execute validation test plans for new products, following established protocols and standards</li><li>Help guide the efforts of Product Systems Analyst I in support of product implementation and management support</li><li>Continue learning Life and Annuity products, their benefit structures and calculations, and the systems on which they are illustrated and administered</li><li>Consult with the policy forms team as required to assist in the development of new forms and review materials in support of state filings</li><li>Produce values for marketing materials and review such materials for accuracy</li><li>Create and maintain tools and applications such as an ABR calculator required for the accurate implementation, administration, and support of life and annuity products.&nbsp; Deploy such tools for use by other business units as appropriate.</li><li>Work to build and/or strengthen cross-functional partnerships with other business units and teams throughout the organization such as PMO, IT and QA, Customer Experience Center, New Business, and Policy Services.</li><li>Liaise with other L&amp;A solutions team members regarding policy calculations and values.</li><li>Responsible for Vantage table creation and maintenance</li></ul><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree – mathematics, finance, computer science or related degree preferred</li><li>Experience – 1- 5 years in systems or systems support role in financial services industry.</li><li>Experience with a wide range of life insurance and annuity products with a demonstrated understanding of product mechanics and calculations, including development of UL, indexed UL, and/or whole life cash value and death benefit calculations, definition of life insurance and modified endowment calculations, interest theory, and other related actuarial product benefit calculations.</li><li>Ability to work both independently and as part of a team, accurately and in a timely manner</li><li>Leadership and Problem-solving abilities</li><li>Strong math, analysis and communications skills.</li><li>Understanding of MS Office suite of applications including very strong Excel skills.</li></ul><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Actuarial Systems Analyst I

<p>Join Our Cause!&nbsp; Do Good, Be Good, Make Good!</p><p>As we continue to grow, we are still looking&nbsp;to add additional individuals to our Sales Desk Team.&nbsp; We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership.&nbsp; Since our inception in 1848, we have been delivering on our promises to our customers.&nbsp; Come be a part of our continued growth and success!</p><p></p><p><strong>Internal Sales Support Associate (Base + Quarterly Variable Bonus)</strong></p><p>You’re encouraged to apply if you are:</p><p><strong>Energetic and Passionate: </strong>Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.</p><p><strong>Competitive go-getter: </strong>Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.&nbsp;</p><p><strong>People Person: </strong>Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.</p><p><strong>Relationship Builder:</strong> You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.&nbsp;</p><p><strong>Growth Driven</strong>: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.&nbsp;</p><p><strong>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay and outstanding health, wellness, and insurance benefits</li><li>Formalized training program to position you for success</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Provide sales support for an external wholesaler (Field Leader).</li><li>Promote Life and Annuity products through webinars and inbound/outbound calls.</li><li>Manage inbound calls</li><li>Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents</li><li>Manage and execute effective outbound call campaigns</li><li>Be skilled at presenting in both small and large group settings</li><li>Capture all activity and agent profile information into Salesforce.com</li><li>Perform other duties as required</li></ul><br><br><ul><li><strong>Requirements:</strong></li><li>1-3 years financial services experience (preferred)</li><li>3+ years successful sales experience (preferred)</li><li>Strong presentation skills as well as excellent communication skills</li><li>Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales</li><li>Interpersonal Flexibility</li><li>Broad knowledge of capital markets (preferred)</li><li>Previous experience with life and/or annuity illustration software (preferred)</li><li>Bachelor’s degree (preferred)</li><li>Life and Health Licensed (preferred)</li><li>CLU, ChFC, CFP designations (preferred)</li><li>Up to 10% travel required</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Internal Sales Associate

<p><strong>Sales Leader (Life and Annuity Distribution)</strong></p><p><strong>Summary&nbsp; </strong></p><p>Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.</p><p>We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to ensure mutually beneficial relationships with an emphasis on customer service, business development, profitability, and retention. This role requires a relationship builder with a sales focus, excellent communication and presentation skills, strong work ethic, a passion for life products, and a competitive drive to succeed.&nbsp;</p><p><strong>Key Responsibilities </strong></p><ul><li>Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life sales.</li><li>Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals.</li><li>Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships.</li><li>Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations.</li><li>Support agents and agency marketers in product selection, case design, and illustration fulfillment.</li><li>Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group.</li><li>Onboard new relationships with National Life Group to quickly grow and develop business.</li><li>Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs.</li></ul><p><strong>Job Skills and Requirements </strong></p><ul><li>An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products.</li><li>Minimum 3 years industry experience in life and/or annuity product distribution. Preferred candidates will have 5+ years’ experience with a focus on indexed products and living benefits.</li><li>Preferred industry designations include CLU®, ChFC®, and CFP®.</li><li>Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions.</li><li>Excellent problem solving and communication skills (verbal and written).</li><li>Strong organization and self-management skills, including managing travel and business expenses.</li><li>Ability to travel more than 50% of your time, growing and developing new and existing agency relationships.</li><li>Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships.</li><li>History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers.</li></ul><p><strong>Compensation and Benefits</strong></p><p>This role rewards your contributions with an incentive driven compensation model that has no ceiling. In your first year, you will receive a base salary with a range of $50,000-$100,000 and are eligible for quarterly incentives. It is possible, although not guaranteed, that your first year compensation will be well in excess of your base salary depending on your performance.&nbsp; Following your first year of employment, your compensation will move to a fully variable model with a monthly draw and quarterly incentives.</p><p>In addition to the compensation structure outlined above, National Life Group offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</p><p><strong>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</strong></p><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Life and Annuity External Wholesaler- West Coast

<p><strong>The Company</strong></p><p>For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.</p><p>As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America’s Main Streets: “To Do good in our communities and with the individual families we serve.”</p><p>NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team.&nbsp; They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision.&nbsp; We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders.&nbsp; Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.</p><p><strong>Position Summary</strong></p><p>We are seeking a highly motivated and experienced Senior Associate to join NLG Capital’s growing Alternative Investments Team. This person will play a critical role in supporting our Private Asset ratings process, acting as a key point person with rating agencies as well as keeping senior management informed of the evolving Private Asset regulatory landscape.&nbsp; &nbsp;&nbsp;</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Support the ratings process across individual co-investment opportunities, GP solutions, and other structured solutions (Rated Feeder Funds, Private CLOs, etc.).&nbsp;</li><li>Conduct in-depth analysis of private asset ratings provided by leading rating agencies (e.g., Moody's, S&amp;P, Fitch).</li><li>Evaluate the methodologies and criteria used by rating agencies to assess private assets.</li><li>Stay current on emerging regulatory developments impacting the insurance asset management space.</li><li>Interact directly with various rating agencies, providing supporting documentation and executing on our ratings process.</li><li>Develop and maintain robust analytical models to evaluate the performance of rating agency models and structured solutions.</li><li>Collaborate with internal stakeholders across the investment team, legal, and accounting.</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>Strong understanding of rating agency models as well as insurance asset management.</li><li>Deep understanding of Rated Feeder Funds, Private CLOs and similar structures.&nbsp;&nbsp;</li><li>Strong analytical and financial modeling skills with the ability to assess risk and clearly communicate relevant risk metrics to key stakeholders.&nbsp;</li><li>Superior communication skills with the ability to effectively present ratings related proposals to senior management.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>5+ years of experience at a rating agency, or in private equity, fund financing, investment banking, or a related field.</li></ul><p><strong>Benefits and Compensation</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li><li>The base salary range for this role is between $125,000 - $175,000 annually. We are open to varying levels of experience.</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6><p>#LI-KV1<br>#LI-Hybrid</p>

Senior Associate, Alternative Investments

<p><strong>The Company</strong></p><p>For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.</p><p>As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America’s Main Streets: “To Do good in our communities and with the individual families we serve.”</p><p>NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team.&nbsp; They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision.&nbsp; We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders.&nbsp; Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.</p><p><strong>Position Summary</strong></p><p>We are seeking a highly motivated and experienced Director to join NLG Capital’s growing Alternative Investments Team. This person will play a critical role in identifying, evaluating, and executing strategic equity and debt investments that will drive significant value creation to both National Life Group’s balance sheet as well as our strategic partners.&nbsp;</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Support the development and execution of the NLG Capital’s Alternative Investment Strategy, with an emphasis on income generating asset classes including Direct Lending and Asset Backed Lending.&nbsp; &nbsp;</li><li>Underwrite and originate investment opportunities that create alignment of interests while delivering strong returns.&nbsp; Examples include: GP equity investments, NAV Lending, Management Company Loans, and other strategic solutions.</li><li>Conduct thorough due diligence on potential General Partner (GP) investment opportunities, analyzing fund performance, track record, investment thesis, and overall risk profile.</li><li>Support the structuring and negotiation of investment terms with strategic partners, ensuring alignment with NLG Capital's risk and return objectives.</li><li>Maintains transparency around Deal Pipeline, capturing relevant information and disseminating to Senior Management.&nbsp;</li><li>Create pitchbooks and investment memos to facilitate recommendations to NLG Capital’s Investment Committee.&nbsp;</li><li>Monitor and manage existing investments, providing regular updates on performance and portfolio alignment.</li><li>Conduct ongoing market research to stay abreast of trends and developments in the private credit and alternative investment space.</li><li>Collaborate with colleagues across the firm including, legal, compliance, and accounting.</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>Proven track record of originating, structuring, and managing complex investment transactions.</li><li>Strong understanding of GP financing solutions, including NAV Lending, GP Staking, and Management Company Loans.</li><li>Strong analytical and financial modeling skills with the ability to assess risk and identify investment opportunities.</li><li>Superior communication skills with the ability to effectively present investment proposals to senior management.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>7+ years of experience in private equity, fund financing, investment banking, or a related field.</li></ul><p><strong>Benefits and Compensation</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li><li>The base salary range for this role is between $150,000 - $225,000 annually. We are open to varying levels of experience.</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6><p>#LI-KV1<br>#LI-Hybrid</p>

Director, Alternative Investments

<p><strong>Director - Suitability Review Principal</strong></p><p><strong>Summary</strong></p><p>This position is responsible for suitability review and approval of broker-dealer and investment adviser accounts and transactions.&nbsp; This role analyzes complex securities transactions and handles discussion with the field concerning escalated transactions.&nbsp; This position requires agility, strong knowledge of securities product features and regulatory requirements, business acumen, courage, along with excellent communications skills and a mentality to be a life-long learner.&nbsp;</p><p><strong>Key Responsibilities</strong></p><ul><li>This position is responsible for providing superior service to the Registered Representatives of Equity Services, Inc. (ESI) and their clients.</li><li>Prompt and accurate review of new business cases and subsequent transactions, including annuities, mutual funds, 529s and advisory business.</li><li>In-depth case review and documentation within the established time constraints.</li><li>Provide excellent solutioning when handling sensitive situations regarding case review.</li><li>Systematic review and approval of daily Trade Blotter &amp; similar reports.</li><li>Post transaction follow up to aid in resolution of outstanding items.</li><li>Provide quality internal and external support to help facilitate ease of doing business.</li><li>The individual in this position will be responsible for making presentations and provide suitability training as needed internally and externally.</li><li>Identify process improvements and see through to implementation.</li><li>Create draft field communications.</li></ul><p><strong>Requirements</strong></p><ul><li>5+years experience conducting suitability reviews of broker-dealer &amp; advisory business.</li><li>5 years of Financial Services experience.</li><li>Bachelor’s Degree Required.</li><li>FINRA Series 7, 24 required. Series 53 and 4 a plus.</li><li>Advanced Designation Preferred.</li><li>Complex problem solver who can thrive amidst ambiguity.</li><li>Strong background in customer service with the ability to handle difficult conversations.</li><li>Strong knowledge of annuity products.</li><li>Demonstrated ability to perform quality work in a fast-paced environment, be a team player who can work well with individuals at all levels of the organization.</li><li>Superb interpersonal, time management, communication and organizational skills are also required.</li><li>Think independently and tactfully challenging opinions of others.</li><li>Ability to pass background and fingerprint check.</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

ESI, Director Suitability

<p><strong>Safety &amp; Security Associate - Part Time</strong></p><h6><em>Shifts are - 1st (7am - 3pm - $18/hr), 2nd (3pm - 11pm - $19.50/hr) and 3rd (11pm - 7am - $21/hr)</em></h6><h6><em>Uniforms provided.&nbsp; All Full-Time Associates receive full benefits and Part-Time Associates receive tiered benefits.</em></h6><h6><em>The Part Time Associate will be on call to assist with weekend shifts, events, holidays, etc.</em></h6><p><strong>Summary </strong></p><p>This entry level position helps enforce the physical security policy for National Life Group. This includes surveillance of our premises, protection of staff, tenants, and visitors, detecting suspicious happenings, and preventing vandalism, thefts, or other criminal behavior. The position performs security operations during one of three shifts, which are typically 8 hours in length but may differ depending on need and available resources. Team members may be expected to work nights, weekends, and holidays to fulfill the needs of the Company. Work is performed under the supervision of the Safety &amp; Security Shift Supervisor, and under the general direction of the Safety &amp; Security Shift Lead and the Facilities Operations and Safety Manager.</p><p></p><p><strong>Responsibilities</strong></p><ul><li>Expected to respond in the event of a fire, medical, or environmental emergency.</li><li>Helps enforce the parking program for Vermont campus locations.</li><li>Informs people on campus about physical safety and security policy and procedures.</li><li>Secures premises by patrolling property and monitoring surveillance equipment and access points.</li><li>Processes visitors and greets guests to campus.</li><li>Investigates security breaches, incidents, and other alarming behavior.</li><li>May control traffic by directing drivers.</li><li>Prepares draft reports by recording observations, information, occurrences, and surveillance activities.</li><li>Monitors building environment and reports irregularities and problems to shift supervisor.</li><li>Capable of promoting an effective culture of safety and security for the enterprise.</li><li>Behavioral - Self-motivated, team player, follows guidelines, treats others with respect. Holds self and others accountable.&nbsp; Communicates effectively.&nbsp; Manages conflict appropriately.</li></ul><p></p><p><strong>Requirements</strong></p><ul><li>Some physical security experience or law enforcement or emergency management, preferred.</li><li>High School Diploma or equivalent required.</li><li>Must be able to pass a background check.</li><li>Must be CPR/First Aid certified or be able to achieve certification within 3 months.</li><li>Must have and maintain a clean driving record.</li><li>Valid driver’s license.</li></ul><p><strong>Knowledge, Skills, and Abilities</strong></p><ul><li>Entry level knowledge of physical security programs within a corporate environment.</li><li>Adequate verbal and written communication skills.</li><li>Adequate interpersonal and customer service skills.</li><li>Entry level knowledge of physical security.</li><li>Entry level knowledge of security electronics and technology.</li><li>Basic knowledge of Windows, MS Word, Excel, and PowerPoint.</li><li>Must be able to lift at least 50 lbs.</li><li>Must be able to stand for up to 4 hours.</li><li>Must be able to stay alert at all times.</li><li>Must be able to operate a company vehicle.</li><li>Must be able to respond to Vermont campus in under 1 hour when “on call”.</li></ul><br><h6>National Life requires all new hires to record their vaccination status and, if applicable, submit acceptable proof of vaccination, within 3 business days of their start date.&nbsp;</h6><h6>The base compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package, which includes a 401(k) retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Safety & Security Associate -  Part Time

<p><strong>Securities Operations Representative</strong></p><p><strong>Summary</strong></p><p>This position is responsible for servicing registered representatives, branch office supervisors, field staff, clients and internal staff. Calls frequently involve researching discrepancies, performing in depth research and problem solving.</p><p><strong>Key Responsibilities</strong></p><ul><li>Effectively and efficiently handle high call volume regarding brokerage accounts, managed accounts and account maintenance items</li><li>Respond to questions from clients, registered representatives, and home office associates</li><li>Research and resolve problems with maintenance requests, trades and commissions</li><li>Open accounts, handle maintenance items and process transfers on the brokerage and managed platforms</li><li>Perform diligent follow up to ensure accuracy of requests processed</li><li>Enter equity, mutual fund and fixed income transactions&nbsp;</li><li>Educate registered representatives regarding Firm procedures</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelors Degree&nbsp; or equivalent combination of education and experience</li><li>FINRA Series 7 license required or ability to obtain license within 90 days of employment</li><li>1-3 years of experience in back-office brokerage operations</li><li>Demonstrated ability to perform quality work in a fast-paced environment</li><li>Must be a team player and have the ability to prioritize tasks</li><li>Strong interpersonal, communication and organizational skills</li><li>Familiarity with PCs and ability to learn new programs quickly</li><li>Maintain confidentiality of company information</li><li>Proficient in MS Office Suite, including Word, Excel, and PowerPoint &nbsp;</li><li>Ability to pass background and fingerprint check</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Securities Operations Representative

<p>Join Our Cause! Do Good, Be good, Make Good</p><p><strong>The Opportunity to Make a Difference</strong></p><p>Our Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind.&nbsp; In addition to&nbsp;assessing basic life insurance risk, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.</p><p>A typical day finds the Case Manager assessing medical, nonmedical and financial risk factors and determining appropriate rating for Annuity applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM.&nbsp;&nbsp; You will be the primary liaison with the producing agent(s)/agency throughout the&nbsp;life cycle of each application.</p><p>We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University.&nbsp; In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause!</p><p><strong>Successful Candidates We’re Seeking</strong></p><ul><li>You have 2+ years of professional work experience interacting with customers in life insurance and/or annuity field(s)</li><li>You are passionate about working for a company with a cause-driven culture</li><li>A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree</li><li>Must be able to successfully pass a background check that may include fingerprinting</li></ul><p><strong>The Skills to Succeed</strong></p><ul><li>You are detail-oriented and great at multi-tasking in a fast-paced environment</li><li>You are an excellent communicator, with empathy and strong listening skills</li><li>You are results-oriented, are great with people and not afraid to lead</li><li>You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution</li><li>You enjoy delighting customers with exceptional service</li><li>You exercise sound judgement&nbsp;and independent thinking in decision making, make while balancing the need for collaboration in a team</li><li>You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous&nbsp;improvement and change</li><li>You demonstrate a healthy curiosity and passion to continually learn and improve business acumen</li><li>You are adaptable and can roll with change that occurs within a rapidly growing company</li></ul><p><strong>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay and outstanding health, wellness and insurance benefits</li><li>Genuine opportunities for growth and career advancement</li><li>Fun collaborative, team-based environment</li><li>Paid training and development through NL University</li><li>Over $5k in annual tuition reimbursement, including&nbsp;full tuition sponsorship&nbsp;for completing your undergraduate and graduate degrees with&nbsp;University of Arizona World Campus</li><li>Paid time off and holidays</li><li>40 hours of paid community service hours annually</li><li>Onsite fitness center</li><li>A culture committed to inclusion and diversity</li></ul><p>We’ve been keeping our promise to our people, customers, community and environment since 1848.&nbsp; Come join our cause!</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Annuity New Business Case Manager - Vermont

<p><strong>Director, Actuarial Technology Lead</strong></p><p><strong>Summary</strong></p><p>This position is a member of our Actuarial Valuation team with core responsibilities for overseeing and guiding IT support by leading and supervising the dedicated IT team responsible for Actuarial Valuation support and managing technology needs by identifying and addressing technology requirements.&nbsp; The role also drives actuarial change management by facilitating lifecycle of actuarial change management initiatives.&nbsp; Lastly this role also provides interdepartmental guidance through offering expert advice on processes and data-driven projects impacting the Actuarial function and fostering collaboration across departments.</p><p></p><p><strong>Role and Responsibilities </strong></p><ul><li>Actuarial Project Management for Production Support and System Maintenance:</li></ul><ul><ul><li>Oversee the actuarial change management lifecycle.</li><li>Prioritize and manage valuation requests and deployment schedules.</li><li>Coordinate testing and implementation of security patches, Operating System upgrades, and other company-wide technology initiatives related to Actuarial functions.</li><li>Monitor and track timely resolution of Actuarial data/system issues.</li><li>Develop and implement disaster recovery and business continuity plans, along with data retention policies/procedures for Actuarial functions.</li></ul></ul><ul><li>Actuarial Change Management:</li></ul><ul><ul><li>Collaborate with IT to implement and maintain code asset change management protocols.</li><li>Ensure segregation of environments (Dev vs. Prod) and formal production promotion protocols.</li><li>Incorporate SQL/DataBricks change management into the Actuarial Change Management process.</li><li>Ensure compliance with company policies and regulatory requirements related to Actuarial Change Management.</li></ul></ul><ul><li>Actuarial Data Management</li></ul><ul><ul><li>Partner with IT to develop and implement data quality controls for accurate and consistent data across systems and platforms.</li><li>Enhance the actuarial data warehouse to support analytics.</li><li>Ensure compliance with regulatory requirements and industry best practices for data management.</li></ul></ul><ul><li>Process Automation:</li></ul><ul><ul><li>Identify opportunities for process improvement and automation to enhance efficiency and accuracy in actuarial operations.</li><li>Provide strategic guidance on the direction of the actuarial platform, including evaluating new tools and technologies for automation.</li></ul></ul><ul><li>Actuarial System/Data Architecture:</li></ul><ul><ul><li>Collaborate with actuarial teams to understand data needs and develop solutions.</li><li>Design, develop, and maintain efficient and scalable actuarial data processing and analytics systems.</li><li>Centralize architecture design responsibilities across all LOBs.</li></ul></ul><ul><li>Technology Liaison:</li></ul><ul><ul><li>Serve as a bridge between actuarial functions and IT, ensuring effective communication and collaboration on technology initiatives.</li><li>Stay informed about IT sanctioned products and software, evaluating their impact on actuarial data processing and analytics.</li></ul></ul><p><strong>Requirements</strong></p><ul><li>Bachelor's degree in Computer Science or equivalent practical experience, with relevant certifications.</li><li>10+ years of progressive experience in the insurance or financial services industries, consistently achieving notable results and advancements.</li><li>Exceptional project management skills, adept at prioritizing and overseeing multiple concurrent projects to meet aggressive deadlines consistently.</li><li>Comprehensive understanding of business and technology aspects of information management, specializing in process automation and transformation.</li><li>Proficiency in database programming languages and data analysis tools, demonstrating strong technical capabilities.</li><li>Proven track record in designing, deploying, and maintaining actuarial and/or financial systems, databases, and analytical capabilities.</li><li>Strong problem-solving abilities, with a logical approach to decision-making and effective resolution of complex issues.</li><li>Familiarity with a wide range of data management and Business Intelligence methodologies, keeping current with the latest tools and trends in the field.</li><li>Demonstrated leadership skills, capable of effectively managing large-scale, complex implementation projects across diverse teams.</li><li>Established ability to build relationships and foster collaboration within cross-functional teams, enhancing overall project success.</li><li>Effective communication skills, with the ability to articulate complex concepts clearly and professionally in both verbal and written forms.</li><li>Experience with Agile (Scrum) and CI/CD (Jenkins/GitHub/Sonar/Artifactory/Ansible) preferred</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

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