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<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>

National Life Group

Securities Operations Representative

<p><strong>Team Manager: Operations</strong></p><p><em>Position is located on our Montpelier, Vermont,&nbsp; or Addison, Texas, with a hybrid schedule&nbsp;</em></p><p><strong>Summary</strong></p><p>The Team Manager provides leadership to a team of Case Managers, Replacement Technicians and Policy Support personnel; in addition the Team Manager will partner with the team's distribution partners.&nbsp; &nbsp;The Team Manager must be committed to establishing and sustaining a strong, professional, and focused team engaged in a productive collaboration with the Team’s designated distribution partners.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage a team in order to provide our distribution partners the most efficient, productive, and satisfying life insurance placement experience possible</li><li>Provide leadership in establishing and sustaining focus on winning the profitable business of our most successful distribution partners</li><li>Responsible for the client relationship with the team’s distribution partners, and serves as the primary point of contact for distribution leadership</li><li>Receiver and adjudicator of conflicts and appeals, except those strictly regarding an underwriting decision</li><li>Personnel management, including team and individual performance (goals, metrics, individual development plans, and general performance management) and individual workload management</li><li>Team management, including team workload and capacity management, and team performance and metrics (such as cycle time, placement rate, and persistency)</li><li>Responsible for collaboration across distribution and enterprise-wide teams</li></ul><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree in related field</li><li>10 years of business experience in the life and annuity industry preferred; solid understanding of distribution, marketing, and operations required</li><li>Strong Command Skills (Leadership)</li><li>Effective at Motivating and Managing Vision &amp; Purpose</li><li>Exceptional Customer Focus, and a keen appreciation for the needs and interests of our distribution partners appropriate for the size of the cases addressed by the team</li><li>Demonstrated strength in Building Effective Teams and Developing Direct Reports and Others</li><li>Strong written and verbal communication skills and effectiveness in a collaborative work environment; must be able to meet established deadlines</li><li>Commitment to Continuous Improvement is essential</li><li>Ability to successfully pass a background check that may include fingerprinting</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><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6><h6>#LI-MG<br>#LI-Hybrid</h6>

3 Procurement / Operations Jobs in Vermont