Sr. Product Portfolio Advisor, Life & Annuity Solutions

Sr. Product Portfolio Advisor, L&A Solutions

Please note that we do not offer visa sponsorship for this position.

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

This position sits in L&A Delivery Solutions and reports to the VP and Actuary, Product Portfolio Lead (PPL). This position supports the development and lifecycle of the Life and Annuity product portfolio. This role is a vital link between process, execution, and strategy.

This position will work closely with the broader L&A Solutions product development team, IT, and Project Management Office to bring individual initiatives together into a cross-project roadmap that supports both new product development and other essential product projects.

The company has recently undergone a comprehensive project to identify changes to its product development process and governance structure aimed at increasing product development capacity and speed to market. This position will be instrumental in helping the PPL implement, pilot, and operationalize this end-to-end transformation.

Essential Duties and Responsibilities

• Support the Product Portfolio Lead (PPL) and Product Initiative Leads (PILs) by helping to develop and maintaining strong process oversight, documentation, and operational support, enabling strategic focus across the product portfolio.
• Develop, maintain, and improve process templates that align with the L&A product development lifecycle and stage-gate process to drive consistency and efficiency.
• Help to develop new product program key performance indicators (KPIs). Measure and monitor KPIs) and assist in the preparation of regular KPI reports to inform product portfolio health and effectiveness.
• Continuously assess and share feedback on what is working well and what can be improved across the product development process; provide insights to the Product Portfolio Lead, Product Initiative Leads, and Project Management Office to support continuous improvement efforts.
• Help to develop and own the maintenance of the portfolio-level decision log, ensuring all major product decisions are recorded, accessible, and aligned with process standards.
• Support the preparation and ongoing updates to the product roadmap to ensure visibility into key milestones, initiatives, and deliverables.
• Collaborate across enterprise initiatives to identify and surface any cross-project dependencies or risks that could impact the product roadmap.

• Help to develop and manage the storage of documents and artifacts in a way that is easily accessible and fosters efficient communication and tracking. Partner with Product Initiative Leads to ensure signed-off versions of key documents are tracked, decision points are clearly documented, and outcomes are well understood across stakeholders.
• Collaborate with Project Management Office to support enterprise-wide quarterly capacity analyses and assist with coordinated planning for new product or project requests going to governance committees for approval.

Minimum Qualifications

• Bachelor's Degree or an equivalent combination of education and experience
• Minimum of 7 years of experience managing complex projects with multiple stakeholders, preferably in a structured product development environment
• Strong understanding of Life Insurance and/or Annuity product development and implementation
• Strong organizational skills with a detail-oriented mindset and the ability to manage multiple tasks with efficiency and accuracy.
• Excellent written and verbal communication skills; able to clearly document decisions, processes, and communicate with various stakeholders.
• Proactive and resourceful; comfortable working independently and takes ownership of tasks and commitments
• Collaborative: fosters strong relationships in a matrixed environment, collaboratively identifies and addresses challenges with creative solutions, and adjusts to achieve shared goals
• Proficient in Microsoft Office
• All other duties as assigned.
• This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Preferred Qualifications

• Experience with life insurance or annuity operations, product pricing, or product development implementation.
• Experience working within a structured product development lifecycle or stage-gate process

• Skilled in document and information management, with a strong understanding of structured file storage and collaboration tools.
• Experience working with Confluence, Jira, and/or Teams

Benefits

• 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!

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.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. 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.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

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.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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