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<p><strong>Retirement Business RFP Report Writer</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; 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.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong><em>Role Summary</em></strong></p><p>The Retirement RFP Writer plays a strategic role in fueling the growth of National Life Group’s Retirement Business. By producing high-quality, compliant, and compelling proposals, this position directly contributes to new plan acquisition, client retention, and the company's competitive positioning in the 403(b), 457(b), and institutional retirement markets.<br><br>As part of the Retirement Solutions Team, this position would be responsible for responding to requests for Request for Proposal ("RFP") responses, Request for Information ("RFI"), and due diligence questionnaires while maintaining a company information database for use in responding to RFPs, sourcing requests, project management associated with the proposal process, and ensuring that all proposals meet the company’s high standards of quality.&nbsp; <br><br>The Proposal Writer will become an informed Subject Matter Expert (SME) in National Life Group’s firmwide information and marketing materials as well and the autonomous SME on NLG’s full line of product offerings and retirement platforms.&nbsp; The RFP writer will contribute to the Company’s Retirement Business initiatives through the creative writing and preparation of information request responses and the preparation of proposals while serving on the Retirement Solutions Team. <br>&nbsp;</p><ul><li>Proposal Development &amp; Project Management</li><li>Stakeholder Collaboration &amp; Content Strategy</li><li>Database &amp; AI Tool Maintenance</li><li>Business Development Support &amp; Reporting<br><br></li></ul><p>This role is a frontline subject matter expert, creator, writer, and enabler of NLG’s growth in the highly competitive institutional retirement space. Proposals authored directly initiate sales of millions in assets under management via new plan acquisition, plan retention, and field enablement. Effective RFP creation, management and delivery enhances the credibility of the organization and builds trust with our public-sector employers.<br><br>&nbsp;</p><p><strong>WORKING RELATIONSHIPS:<br><br></strong></p><ul><li>He/she will work directly with the Head of Retirement Solutions, Relationship Managers, Retirement Consultants, VP of Retirement Business, Legal, and Distribution Leaders to respond to requests with defined goals to acquire and retain retirement business at the institutional level</li><li>Source and write request for proposals (RFPs), Standard Proposals, Ad hoc requests for plan maintenance and business development opportunities</li><li>Work with all internal subject matter experts (SMEs) to prepare answers, consolidate, proof, print and ship</li><li>Update RFP database with all latest answers</li><li>Navigate and update AI tool with latest responses to assist with enhancing future answers</li><li>Provide reporting on RFPs with weekly progress reports and monthly updates</li><li>Source key resources like BidPrime and other industry database to find relevant RFPs and pre-qualify National Life Group responses</li><li>Support Retirement Services with all other marketing content, materials, and efforts</li><li>Maintain current and accurate proposal answer and standard proposal templates by offering<br><br></li></ul><p><strong>Proposal Development &amp; Project Management</strong></p><ul><li>Lead end-to-end execution of RFPs, RFIs, and due diligence questionnaires for the Retirement Business.</li></ul><ul><li>Review RFP requirements and develop proposal strategies in collaboration with Relationship Managers, Consultants, Product, Legal, and Compliance.</li><li>Write and edit technical and marketing content that clearly communicates NLG's value proposition.</li><li>Manage timelines, schedules, style guides, internal approvals, and submission logistics.</li><li>Stakeholder Collaboration &amp; Content Strategy</li><li>Partner with subject matter experts (SMEs) to ensure answers are current, accurate, and compliant.</li><li>Refine proposal content to reflect evolving product offerings, service models, and regulatory standards.</li><li>Lead kickoff meetings and post-mortem sessions to gather insights and drive improvements.<br><br></li></ul><p><strong>Strategic Outcomes<br></strong></p><ul><li>Improve NLG’s win rate and competitiveness through high-quality, on-time RFP submissions.</li></ul><ul><li>Maintain 100% SLA compliance on proposal delivery deadlines.</li><li>Partner with Field and RM teams to ensure accurate plan implementation and onboarding readiness.</li><li>Establish scalable, searchable content systems (Loopio, AI tools, SharePoint) to reduce response time.<br><br></li></ul><p><strong><em>Essential Duties and Responsibilities</em></strong><br><strong>Proposal Development &amp; Project Management<br></strong>&nbsp;</p><ul><li>Manage end-to-end RFP, RFI, and due diligence questionnaire responses to ensure timely, accurate, and compliant submissions.</li><li>Receive and review initial bid requests, noting key technical, financial, and scheduling requirements and risks.</li><li>Coordinate internal kick-off meetings, proposal planning, and review sessions with Retirement Consultants, Relationship Managers, Legal, Compliance, and Product.</li><li>Prepare proposal strategies and manage associated documentation (e.g., outlines, schedules, style guides).</li><li>Lead proposal strategy meetings and independently develop proposal summaries aligned to client objectives.</li><li>Track all deliverables and maintain accountability for on-time proposal submission across all channels.</li></ul><p><strong>Stakeholder Collaboration &amp; Content Strategy</strong><br><br></p><ul><li>Work closely with internal subject matter experts (SMEs) and Distribution stakeholders to build accurate, relevant proposal content.</li><li>Participate in collaborative sessions to refine win strategies, customer pain points, and competitor differentiators.</li><li>Ensure proposals clearly define the Scope of Work and Services, identifying necessary clarifications or exceptions to customer inquiries.</li><li>Maintain consistent communication with internal teams and external vendors to ensure a unified, strategic response.</li></ul><p><strong>Content Management &amp; Tools<br></strong>&nbsp;</p><ul><li>Manage and maintain the RFP content database, ensuring it reflects current, accurate product and service capabilities.</li><li>Organize past and current proposals in a centralized repository for ease of reuse and reference.</li><li>Use and update AI-supported content tools to enhance proposal quality and streamline future response generation.</li><li>Continue building knowledge of company offerings, tools, and retirement products to ensure alignment with business priorities.</li></ul><p><br><strong>Research, Sourcing &amp; Business Development Support<br></strong>&nbsp;</p><ul><li>Proactively source new RFP opportunities via websites, databases (e.g., BidPrime), and procurement platforms.</li><li>Pre-qualify RFPs to assess alignment with National Life Group's Retirement Business capabilities and strategic objectives.</li><li>Support standard proposal and marketing material development for new business pursuits or plan maintenance opportunities.</li><li>Identify trends in proposal submissions and provide insights for process improvement and strategic alignment.</li></ul><p><br><strong>Tracking, Reporting &amp; Continuous Improvement<br><br></strong></p><ul><li>Report weekly progress updates and deliver monthly summaries for all in-flight and completed RFP submissions.</li><li>Ensure all proposal-related materials and responses are properly logged, archived, and accessible for future use.</li><li>Conduct post-submission reviews and “lessons learned” sessions to identify content gaps or process bottlenecks.</li><li>Implement refinements that improve quality, efficiency, and NLG’s overall win rate in institutional plan acquisition.<br><br></li></ul><p><strong>Key Success Factors</strong><br>&nbsp;</p><ul><li>Maintains quality results by using templates; following proposal-writing standards including readability, consistency and tone.</li><li>Maintain knowledge of approved company vendors, pricing, products and services.</li><li>Maintain efficient project execution procedures to ensure 100% on-time delivery with a less than 4% error ratio.</li><li>Obtain feedback from projects for “lessons learned” to incorporate in future proposals.<br><br></li></ul><p><strong><em>Minimum Qualifications </em></strong></p><p><strong>Education and Experience<br></strong>&nbsp;</p><ul><li>B.A. Marketing, Communication, Journalism, Writing or equivalent work experience.</li><li>Five years of investment or annuity industry experience with a minimum of three years in RFP or investment marketing project engineering/ project management or process engineering.</li><li>Organizational skills and time management.</li><li>Effective communications skills both written and verbal for interface with Client partners, and co-worker SMEs.</li><li>Familiarity&nbsp; with Proposal Software and investment products in the retirement space.<br><br></li></ul><p><strong>Additional Requirements</strong><br>&nbsp;</p><ul><li>Possess ability to effectively work on multiple investment projects at the same time autonomously</li><li>Become the Subject Matter Expert on National Life Group and its full menu of retirement products</li><li>Ability to work in a fast-paced work environment with tight deadlines</li><li>Possess extremely high level of attention to detail;</li><li>Possess exceptional organizational skills;</li><li>Possess excellent communication skills;</li><li>Possess the ability to stay calm under pressure in a deadline oriented position;</li><li>Possess the ability to quickly create concise, well written responses to RFP information requirements;</li><li>Ability to navigate and farm multiple databases for reporting and tracking purposes</li><li>Possess the ability to edit and format Word documents quickly and to also possess strong business and investment writing and editing skills, with the ability to clearly and accurately communicate our business and products to current relationships and prospective clients; and</li><li>Possess a clear desire to expand industry knowledge</li></ul><ul><li>Travel&nbsp; Up to 15%</li><li>All other duties as assigned.</li><li>This position currently requires an onsite work schedule at the Addison, TX or Montpelier, VT Headquarters, with the expectation that you are in the office for all required workdays.&nbsp;</li></ul><p><strong><em>Preferred Qualifications </em></strong></p><ul><li>See qualifications above</li></ul><p><strong><em>Benefits</em></strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs.&nbsp; Check out the BENEFITS of a Career at National Life!</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>

National Life Group

Retirement Business RFP Report Writer

<p>This is an opportunity to tackle complex technical challenges, influence architectural decisions, and make a tangible impact on the security posture of our systems. If you are passionate about application security and thrive at the intersection of strategy and execution, join us in shaping the future of secure software at National Life Group.</p><p><strong>Associate Director, Cybersecurity - Application Security</strong></p><p><strong><em>Please note that we do not offer visa sponsorship for this position.</em></strong></p><p>As the Associate Director, Cybersecurity - Application Security, you will play a pivotal role in driving the strategy, implementation, and management of security practices across the software development lifecycle. In this role, you will act as both a thought leader and hands-on engineer, championing secure-by-design and defense-in-depth principles, shaping innovative security capabilities, and aligning strategy to business needs. You will collaborate closely with cross-functional teams to ensure our applications meet the highest standards of security and compliance while fostering a culture of secure software development.</p><p>This is an opportunity to tackle complex technical challenges, influence architectural decisions, and make a tangible impact on the security posture of our systems. If you are passionate about application security and thrive at the intersection of strategy and execution, join us in shaping the future of secure software at National Life Group.</p><p><strong>Key Responsibilities</strong>:</p><ul><li>Shape and execute the vision for Application Security, partnering with Information Security leadership to align strategy, governance, and practices with organizational objectives.</li><li>Integrate security into the software development lifecycle, embedding automated controls such as code analysis, dependency scanning, and secret detection into CI/CD and Infrastructure as Code workflows.</li><li>Strengthen API security by embedding protective guardrails and automated checks that mitigate risks and ensure resilience in modern service architectures.</li><li>Lead vulnerability management by tuning security tools, analyzing results, guiding remediation priorities, and tracking progress against SLAs and trends.</li><li>Drive proactive security validation through threat modeling, offensive testing, and adversarial simulations to identify risks, validate defenses, and harden systems.</li><li>Build a culture of secure software engineering by developing coding standards, reusable security components, and educational programs that embed secure-by-design principles across teams.</li><li>Partner across engineering and IT to review exceptions, influence architectural decisions, and continuously evolve practices as new threats and technologies emerge.</li></ul><p><strong>What We’re Looking For:</strong></p><p>We are seeking a proven application security engineering leader with a track record of progressive growth, technical excellence, and the ability to inspire and guide teams. The ideal candidate blends deep application security expertise with strong leadership skills, bringing both hands-on technical ability and the influence to drive meaningful outcomes across the business.</p><p><strong>Leadership and Influence</strong></p><ul><li>At least 10 years of progressive software engineering experience, including 5 years in Application Security in a senior or principal role.</li><li>Held leadership positions embedding security into software development and DevSecOps practices, with a history of mentoring, coaching, and developing teams.</li><li>Demonstrated ability to guide teams and influence outcomes while managing competing priorities and engaging effectively with senior leadership.</li><li>Strong communication and presentation skills, with the ability to translate technical findings into actionable business decisions.</li></ul><p><strong>Technical Expertise</strong></p><ul><li>Deep knowledge of modern web and mobile stacks, Git-centric workflows, and securing cloud-native environments (Azure preferred).</li><li>Advanced programming and scripting ability (Java, Python, JavaScript, or .NET), with experience automating security controls and integrating guardrails into CI/CD pipelines.</li><li>Expertise in API security and practical experience architecting IAM solutions (Auth0, Okta, Ping, or equivalent).</li><li>Proficiency with application security tooling (SAST, DAST, SCA, secret scanning) and the judgment to apply them effectively.</li><li>Experience testing security controls through offensive exercises, defensive validation, and targeted assessments.</li><li>Applied knowledge of frameworks and standards, including OWASP Top 10, CWE 25, and data protection requirements.</li><li>Academic background or equivalent experience; advanced degree or professional certifications (CISSP, CSSLP, OSWE, etc.) 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><p>#LI-AG</p>

Associate Director, Cybersecurity - Application Security

<h3>Job Description:</h3><p><em><strong>*Remote position located in one of the following states: NY, NJ, CT, PA, RI, VT, NH, MA, ME. </strong></em></p><p>As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. </p><p><strong>The Role</strong> </p><p>In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! </p><p>The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. </p><p><strong>The Expertise You Have</strong> </p><ul><li><p>College degree preferred or equivalent work-related experience. </p></li><li><p>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </p></li><li><p>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </p></li><li><p>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </p></li></ul><p><strong>The Skills You Bring</strong> </p><ul><li><p>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. </p></li><li><p>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </p></li><li><p>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </p></li><li><p>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. </p></li><li><p>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </p></li><li><p>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. </p></li><li><p>Shown problem-solving skills. </p></li><li><p>Effective presentation skills, influence, and negotiation skills. </p></li><li><p>High emotional intelligence and interest in other human beings </p></li><li><p>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </p></li><li><p>Self-awareness and shown history of self-improvement </p></li><li><p>Analytical and critical thinking skills </p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em></p><p><strong>The Value You Deliver</strong> </p><ul><li><p>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </p></li><li><p>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </p></li><li><p>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </p></li><li><p>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. </p></li><li><p>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client </p></li><li><p>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. </p></li><li><p>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </p></li></ul>The base salary range for this position is $112,000-$255,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Vice President, Managing Director - Stock Plan Services

<p><strong>Associate Underwriter Training Program - June 2026 Start</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>Company Summary&nbsp;</strong>&nbsp;</p><p>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: <strong>Do Good. Be Good. Make Good.&nbsp;</strong>&nbsp;</p><p>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.&nbsp;&nbsp;</p><p>We invite you to explore what we have to offer and to join our cause.&nbsp;</p><p><strong>Role Summary</strong>&nbsp;</p><ul><li>Kickstart your career in underwriting with our 16-week U-Excel comprehensive Associate Underwriter training program, with a position to start after successful completion of the training. Join our team to conduct risk assessments on proposed insureds, applying guidelines to make appropriate decisions on policies that contribute to NLG’s growth, protect the bottom line, and drive our competitive advantage for seamless service and customer intimacy.&nbsp;&nbsp;</li></ul><p><strong>Essential Duties and Responsibilities</strong>&nbsp;</p><ul><li>Analyze and verify insurance applications for completeness and accuracy.&nbsp;</li></ul><ul><li>Review medical records, financial statements, and other relevant documents and established guidelines to evaluate the risk level of applicants and determine whether to approve, decline, or request additional information for insurance applications.&nbsp;</li></ul><ul><li>Recommend appropriate coverage amounts and policy terms based on risk assessment.&nbsp;</li></ul><ul><li>Ensure all underwriting decisions comply with regulatory requirements and company policies.&nbsp;</li></ul><ul><li>Communicate with insurance agents, brokers, and applicants to gather information and clarify details regarding underwriting decisions.&nbsp;</li></ul><ul><li>Participate in going training to learn underwriting processes, tools, and systems to advance skills and knowledge.&nbsp;</li></ul><ul><li>Stay updated on industry regulations, new products, and market trends through webinars, seminars, and conferences.&nbsp;</li></ul><ul><li>Maintain accurate records of underwriting decisions and their rationale.&nbsp;</li></ul><ul><li>Address questions or concerns from applicants or agents related to underwriting decisions.&nbsp;</li></ul><p><strong>Minimum Qualifications&nbsp;</strong>&nbsp;</p><ul><li>Bachelor’s degree preferred or 2 years of relevant financial and/or industry experience.&nbsp;</li></ul><ul><li><strong>Action-Oriented:</strong> Actively navigate ambiguity and challenges, handle tough situations, and maintain a can-do attitude.&nbsp;</li></ul><ul><li><strong>Courage:</strong> Tackle tough assignments, face difficult issues, and challenge the status quo.&nbsp;</li></ul><ul><li><strong>Customer Focus:</strong> Find reward in helping people and providing excellent service.&nbsp;</li></ul><ul><li><strong>Decision Making:</strong> Make sense of complex information, critically evaluate, and create solutions.&nbsp;</li></ul><ul><li><strong>Resiliency:</strong> Adapt quickly to new information and processes and bounce back from setbacks.&nbsp;</li></ul><ul><li><strong>Effective Communication/Interpersonal Savvy:</strong> Clearly convey messages verbally and in writing, demonstrating strong listening skills.&nbsp;</li></ul><ul><li><strong>Situational Adaptability:</strong> Flexibly adapt to people and situations, using appropriate empathy.&nbsp;</li></ul><ul><li>Attention to detail, conflict resolution, business writing, and critical thinking.&nbsp;</li></ul><p><strong>Benefits</strong>&nbsp;</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!&nbsp;</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>

Associate Underwriter Training Program - June 2026 Start

<p><strong>Hospitality Specialist (Part-Time)</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>Company Description:&nbsp; </strong></p><p>National Life Group owns and operates a 12-room, New England style, Bed &amp; Breakfast at its Vermont Campus.&nbsp; A charming lodging establishment, representing the National Life Group brand, we provide the best in hospitality, offering lodging and full-American breakfast. This is a private, corporate establishment, servicing our guests, and occasional events and small meetings.&nbsp; The Guest House serves as the face and first impression of National Life Group, exemplifying National Life Group standards of hospitality, and provides a unique, home away from home experience to its guests.</p><p>At National Life, our story is simple: for over 170 years, we have worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of need. It’s our cause, stemming from a deep passion to live our values to do good, be good and make good, every day.&nbsp; For us, the cause of what we do is as important as the products we sell.</p><p>Our mission extends well 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 at nonprofits, environmentally sustainable and healthy work sites, and fun, family friendly events that promote the work of nonprofits in our own backyard.</p><p></p><p><strong>Position Summary:</strong></p><p></p><p>The National Life Group’s Hospitality Specialist is a highly visible role, which demands excellent hospitality skills.&nbsp; The ideal candidate for our part-time position will be service oriented, incredibly friendly, and customer-centric.&nbsp; This role will support National Life Group’s brand by ensuring that all accommodations and public areas of the Guest House are kept to a high standard of cleanliness and presentation, delivering great customer service, and maximizing guest satisfaction<strong>.&nbsp; This position is part-time, up to 24 hours per week, with the possible additional hours on occasion based upon need.</strong> This position requires flexibility and the willingness to work evening/overnight shifts and works closely with security and facilities on the safety of staff and overnight guests.</p><p><strong>Key Responsibilities: </strong></p><p></p><ul><li>Ensures white-glove service through hospitality for guests.</li><li>Cleans and organizes accommodations/rooms, public spaces as needed, maintaining high standards.</li><li>Assists, as needed, with any preparations or setup needed for morning breakfast service, or other duties as assigned.</li></ul><ul><li>Upholds and promotes National Life and Guest House Safety Standards and Protocols</li><li>Maintains a welcoming and safe environment.</li></ul><ul><li>Maintains inventory of necessary cleaning and room amenity Communicates with supervisor on a timely basis of any updates/maintenance needs or supplies.</li><li>Performs additional duties as needed.</li><li>Becomes CPR trained (optional).</li></ul><p><strong>Qualifications/Experience Requirements:</strong></p><ul><li>Previous hospitality experience preferred or similar position</li><li>This position requires a flexible schedule with the ability to work nights, evenings, days and some select weekends (rare) as occupancy changes</li><li>Proficiency in Microsoft Office Suite and the ability to learn other proprietary systems as assigned</li><li>Positive attitude and self-motivated</li><li>Experience in housekeeping and cooking (breakfast, some basic baking)</li><li>High level of independence and problem-solving abilities</li><li>Excellent communication skills</li><li>Professional Appearance</li><li>Attention to detail and a passion for quality and cleanliness</li></ul><ul><li>Physical demands include lifting/moving objects up to 25 pounds.</li></ul><p><strong>Education and Licensing Requirements:</strong></p><ul><li>High school diploma, GED, or equivalent</li><li>Valid driver’s license</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>

Innkeeper/ Hospitality Specialist (Part-Time)

<p><strong>IT Financial Analysis Intern - Summer 2026</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>We are seeking a motivated and detail-oriented College Intern Financial Analyst to join our Technology finance team. This internship offers an excellent opportunity to gain hands-on experience in financial analysis within a dynamic business environment. The successful candidate will work closely with senior financial analysts and managers to support various financial activities and gain exposure to real-world financial operations.&nbsp; They will interact with many of the groups comprising our IT and accounting teams, including architecture, data, infrastructure, applications, PMO and corporate accounting and financial planning. This is a great opportunity to learn about many parts of the technology and financial organizations.&nbsp; The intern will learn some of the basic accounting, financial analysis and budgeting concepts as well as technology accounting and apply them in meaningful projects.</p><p><strong>RESPONSIBILITIES: </strong></p><p>This opportunity provides exposure to the day-to-day functions of an entry level financial analyst position, with a unique insight into accounting and financial analysis for a technology organization.&nbsp; This will include assisting in the development of automation for financial reporting and budgeting using tools such as Alteryx, Tableau and excel macros.&nbsp; Also financial data collection, analysis, and interpretation to support decision-making processes. The intern will be accountable for creating timely and accurate financial analyses and reports using tools such as PowerPoint and Excel and other relevant software, and insuring the continual delivery of the highest quality services to National Life Group’s internal customers while maintaining top level confidentiality.</p><p><strong>QUALIFICATIONS: </strong></p><ul><li>Working towards a degree in Accounting or Finance</li><li>Prefer rising Senior majoring in Accounting or Finance</li><li>Strong interpersonal skills</li><li>Highly motivated and self-directed</li><li>Able to work independently within established timeframes</li><li>Ability to think strategically and respond tactically in a dynamic environment</li><li>Well organized and able to handle multiple priorities at one time</li><li>Some experience in or interest in data analytics and reporting tools (such as Alteryx or Tableau)&nbsp; would be helpful</li></ul><p><strong>HOW YOU SHOW UP</strong><em>: </em></p><p>The most important trait you must possess is intellectual curiosity.&nbsp; We want you to learn as much as possible, and the best ways for you to do that is to keep asking the “why” questions and be a knowledge seeker.&nbsp; In addition, we expect professionalism, a proactive approach to the position, excellent organization skills, ability to manage multiple assignments, strong written and oral communication skills, and fluency in Microsoft Excel.</p><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 2-Aug 7) with formal orientation and onboarding</li><li>Individual Project(s) designed for financial analyst interns</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout program</li><li>Access to mentors (former program participants)</li><li>Competitive candidates may be invited to participate in an interview for a full-time position at the end of the summer internship</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>

IT Financial Analysis Intern  - Summer 2026

<p><strong>Distribution Finance Analyst&nbsp;</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>The Distribution Finance team is responsible for the financial health of NLG’s life and annuity sales– providing financial leadership through insights and recommendations, monitoring trends and driving National Life Group to be a culture of fact-based decision makers.&nbsp;</p><p>We are seeking an experienced highly detail-oriented Analyst to support the field management compensation and debt environment. This position has direct accountability for the processing of external agent and manager compensation and analyzing outstanding debt balances and repayment activity from agents and agencies. This position will work as part of a high-impact team on the day-to-day enterprise distribution finance processes and must have the ability to work autonomously in a fast-paced and dynamic environment. This role offers the opportunity to grow into senior analyst and leadership positions within NLG.</p><p>A successful candidate will possess a strong blend of analytical and control expertise, as well as interpersonal acumen coupled with a deep curiosity and commitment to understanding the dynamics of our business. The role requires the ability to cultivate strong, trust-based relationships with both internal stakeholders and external partners. A demonstrated capability to translate complex data into strategic insights, and to use those insights to influence decisions and drive measurable business outcomes, will be essential to success in this position.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Own the end-to-end compensation environment for the assigned distribution channel, including compensation modeling, control creation, and payment validation</li><li>Identify process improvement opportunities and strengthen controls to mitigate risks</li><li>Collaborate with senior Distribution and Finance leaders to evaluate and evolve field compensation structures and strategic incentives</li><li>Generate and analyze debt reports to identify trends and proactively solve potential issues</li><li>Partner with Distribution leadership on any due diligence required to expose and mitigate any potential financial risks associated with agent and agency debt.</li><li>Provide executive-level insights and scenario analyses to guide decisions on compensation programs, productivity, and field engagement</li><li>Deliver timely, actionable insights and executive reporting</li></ul><p><strong>Skills and Requirements:</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus.</li><li>3–5 years of experience in financial analysis, preferably within financial services or insurance.</li><li>A customer service mindset with excellent communication skills, the ability to influence at all levels, and a talent for conveying complex findings in a clear and actionable way</li><li>Strong executive communication and presentation abilities</li><li>Strong financial and analytical background, with the desire to think critically</li><li>Exceptional data organizational skills, including proficiency in excel</li><li>Proficient with data visualization platforms (e.g., Excel, Tableau and Alteryx)</li><li>Caring curiosity, demonstrated in proactive &amp; reactive solutioning, asking questions, learning this business, knowledge building connected to the outcome and the impact on others</li><li>Acting with urgency in performance, execution, decisioning, and responsiveness</li><li>Ability to thrive in a fast-moving start-up environment, a strong team player, and excited by the prospect of enhancements and initiatives</li></ul><br><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><strong>Site Disclosure and Privacy Policy</strong></h6><br><br><h6>#LI-MG</h6><br>

Distribution Finance Analyst

<p><strong>Associate, Manager Due Diligence</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>Position Summary:</strong></p><p>We are seeking a highly motivated Associate to join the NLG Capital team. This is an exciting opportunity to gain hands-on experience at the intersection of insurance and asset management, contributing to the development and execution of innovative investment strategies that support one of the fastest growing and most sophisticated insurance platforms in the country.</p><p>As part of the investment team, you will assist in identifying new investment opportunities, performing manager diligence, supporting execution of transactions, and collaborating with internal and external stakeholders. The role provides exposure to strategic partnerships, investment structuring, and the insurance ecosystem, with a focus on learning, development, and high-impact contribution.</p><p><strong>Key Responsibilities:</strong></p><p><strong>Origination &amp; Market Research</strong></p><ul><li>Assist in researching new asset classes, private markets trends, and income-generating strategies relevant to insurance portfolios.</li><li>Support early-stage screening and mapping of managers, platforms, and capital solutions within private credit, real estate, and structured finance.</li></ul><p><strong>Manager Diligence &amp; Underwriting</strong></p><ul><li>Participate in the diligence and evaluation of external managers, funds, and strategies.</li><li>Help prepare investment memos, peer comparisons, and risk assessments for internal review.</li><li>Coordinate with senior team members on underwriting models and qualitative assessments.</li></ul><p><strong>Partnership Development &amp; Execution Support</strong></p><ul><li>Contribute to the development of pitch materials and internal presentations for investment recommendations.</li><li>Support cross-functional deal execution activities, collaborating with legal, accounting, and operations to ensure smooth onboarding and funding.</li></ul><p><strong>Portfolio Oversight &amp; Reporting</strong></p><ul><li>Help track performance, exposures, and key developments across the portfolio of third-party investment relationships.</li><li>Contribute to the ongoing enhancement of monitoring frameworks and internal reporting.</li></ul><p><strong>Candidate Profile:</strong></p><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Finance, Economics, Business, or related field.</li><li>2–5 years of relevant experience in investment banking, private markets, financial services consulting, or institutional asset management.</li><li>Strong interest in insurance investing, private markets, and strategic partnerships.</li><li>Experience preparing investment materials and conducting financial analysis preferred.</li></ul><p><strong>Skills &amp; Attributes</strong></p><ul><li>Excellent communication skills—both written and verbal—with attention to detail and clarity.</li><li>Strong analytical skills, with proficiency in Excel and PowerPoint.</li><li>Curious, self-motivated, and eager to learn in a fast-paced, high-accountability environment.</li><li>Team-oriented and collaborative, with a “firm-first” mentality.</li><li>Comfortable handling multiple workstreams and adapting to evolving priorities.</li></ul><p><strong>Cultural Fit</strong></p><ul><li>Embraces a results-driven, entrepreneurial culture.</li><li>Demonstrates humility, intellectual curiosity, and a commitment to continuous improvement.</li><li>Values integrity, transparency, and shared success.</li><li>Interested in building a long-term career in institutional investing.</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs.&nbsp; Check out the BENEFITS of a Career at National Life!&nbsp;</li><li>The base salary range for this role is between $97,750 - $138,000 annually. We are open to varying levels of experience.</li></ul><br><br><h6>In addition to base salary, 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>

Associate, Manager Due Diligence

<p><strong>Residential Whole Loan Associate</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>Company Summary</strong><br>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.<br><br>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.”<br><br>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>THE POSITION</strong></p><p><strong>Role Summary</strong><br>The Residential Whole Loan Associate will be a key contributor to the execution of our residential mortgage investment strategy spanning over $1.5 billion in whole loan residential mortgages.&nbsp; In this role, the Associate will support market analysis, loan stratification and data-driven pricing, underwriting support, and portfolio monitoring and reporting. The role requires strong technical skills to enhance data processing, automation, and analytics within the investment process. The ideal candidate should be eager to learn, adaptable to evolving capital markets, and comfortable integrating technology into financial analysis. Additionally, this role will also support ongoing business development efforts, including analyzing new origination channels and conducting due diligence. The Associate will cross train and develop other members of the team, ensuring proper depth of talent and resources within the capital markets function.</p><p>The Associate will have experience in the residential mortgage and/or RMBS structured finance markets including, but not limited to: asset-level contract finance, due diligence (asset valuation, credit and compliance), collateral analysis, risk mitigation, product development, regulation compliance, and vendor/client management. The ideal candidate will be an effective communicator and presenter, analytical, ethical, collegial, and driven individual with proven track record in residential mortgage investment.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Support the residential mortgage team on transactions and asset management of the residential mortgage investment portfolio</li><li>Perform deep sector specific research and analysis, identify relative value and potential trade opportunities, and communicate ideas across the team</li><li>Keep portfolio managers updated on key developments in mortgage related sectors, and contribute to the team’s strategic outlook in both whole loan and securitized markets</li><li>Help negotiate and manage flow and bulk contracts</li><li>Collaborate with trade support, accounting, and technology departments along with vendor partners on settlement tie-out and trade management</li><li>Clear collateral exceptions with document custodian to make sure all collateral documents are received within the trailing document period</li><li>Track and manage collateral and credit file requirements</li><li>Manage the Know Your Counterparty process for vendors and trade partners</li><li>Complete diligence scope and diligence findings on each transaction based on feedback from investment committee</li><li>Ensure trade stipulations complied with by Seller as per contracts (purchase agreement and trade confirm)</li></ul><ul><li>Build, develop, and enhance analytical systems supporting the Residential Mortgage Investment team</li></ul><ul><li>Compile and manage the residential mortgage monthly reporting (portfolio analysis, trade activity, performance attribution, asset exposure)</li></ul><p><strong>Qualifications</strong></p><ul><li>Undergraduate degree (preferably in accounting, finance, economics, math, or engineering)</li><li>5+ years experience within the residential mortgage space</li><li>Knowledge of mortgage structured finance including Agency / Non-Agency MBS and Credit Risk Transfer (CRT) markets, with the skills to run various sensitivity and scenario analysis using prepayment models</li><li>Familiarity with loan-level due diligence, collateral, and contract finance for residential mortgage loans</li><li>Strong quantitative skills, with proficiency in Excel, Powerpoint, and customer relationship management software</li><li>Knowledge of mortgage modeling systems (Intex, Yieldbook) and programming (Python, SQL) considered a strong plus</li><li>Drawn to incorporating technology and best-practices to transaction management policies and procedures</li><li>Ability to wear many hats and ensure that the business is being executed with zero-defect or exceptions and with strong work ethic</li><li>First-principles mindset and ability to think critically and challenge status quo</li><li>Solid interpersonal skills and ability to connect to form meaningful working partnerships</li><li>Experience driving projects to completion</li><li>Ability and desire to work in a dynamic and demanding environment</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs.&nbsp; Check out the BENEFITS of a Career at National Life!&nbsp;</li><li>The base salary range for this role is between $115,500 - $214,500 annually. We are open to varying levels of experience.</li></ul><br><br><br><h6>In addition to base salary, 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>

Residential Whole Loan - Analyst/Associate

<p><strong>Accountant, Investment Accounting</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h5><strong>Company Summary</strong></h5><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; 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.</p><p>We invite you to explore what we have to offer and to join our cause.</p><h5><strong>Role Summary</strong></h5><ul><li>Reporting to the Director, Investment Accounting, the Accountant, Investment Accounting will be part of a high-performing team of accountants that ensure accurate, timely financial reporting of NLG’s investment portfolio. The successful candidate will demonstrate a strong attention to detail, be highly organized, and have a working knowledge accounting principles while supporting the investment accounting’s broader tactical initiatives.</li></ul><h5><strong>Essential Duties and Responsibilities</strong></h5><ul><li>Preparation and review of journal entries and account reconciliations&nbsp;&nbsp;</li><li>Daily transactional processing for investment trades&nbsp;</li><li>Perform and review reconciliations of cash and transactions&nbsp;</li><li>Participate in strategic transformation initiatives to support investment advisors key decision making&nbsp;</li><li>Analyze and implement business process changes to improve the effectiveness and efficiency of the investment accounting function&nbsp;&nbsp;</li><li>Participate in the Company’s monthly, quarterly, and annual close processes to ensure financial information is recorded completely and accurately&nbsp;&nbsp;</li><li>Assist with special projects as needed&nbsp;&nbsp;</li><li>Communicate effectively with management and other internal and external stakeholders.&nbsp;</li><li>Core workdays – see comments below for content.</li><li>Flexibility to adjust language to appropriate number of days in the office based on the position</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>2 - 4 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession.</li><li>Bachelor's degree.</li><li>Proficiency in Microsoft Office suite.</li><li>Proven ability to execute within time constraints and manage multiple priorities, ability to work flexible hours as required.</li><li>Outstanding verbal and written communication skills.</li><li>Ability to anticipate, identify and resolve financial issues.</li><li>Ability to continually manage multiple priorities and reprioritize as needed.</li><li>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.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul><h5><strong>Preferred Qualifications</strong></h5><ul><li>Master’s degree</li><li>CPA, CPA Candidate or equivalent professional certification</li><li>Experience with US GAAP Accounting and/or Statutory Reporting.</li><li>Experience with investment accounting within an insurance or other regulated organization.</li></ul><p></p><h5><strong>Benefits</strong></h5><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></ul><p></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></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></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></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></h6><h6>National Life Group</h6><h6></h6><h6>1 National Life Dr</h6><h6></h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-HYBRID</p><h6></h6><h6>Social Media Policy&nbsp;</h6><h6></h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

73 Jobs in Montpelier, VT 05602, USA