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<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>In this role you will develop and grow business relationships with agencies and agents by acting as a subject matter expert on our products and processes and as a liaison with those individuals and entities. This involves collaborating with field leaders to design and execute against sales and marketing plans, as well as working with agency principals and agents to educate on and recommend products. In this role you will also be responsible for independently growing and developing dormant agencies/agents.</p><p>This role sits in either our Addison, TX or Montpelier, VT locations and uses virtual meeting tools to connect with field leaders, agents and agencies. There may be periodic travel to various agencies and conferences.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Grow and manage a consistent and continuous new business pipeline through building relationships, developing expertise, using prospecting tools and educating agencies and agents on NLG products and processes</li><li>Establish, manage, and grow strong relationships with existing strategic accounts with large growth potential</li><li>Provide product analysis, illustration, and case design, acting as a subject matter expert for business stakeholders</li><li>Independently grow and develop dormant agencies/agents.</li><li>Recommend new products and features to agents and agencies, using knowledge of each account and its needs, markets, and goals</li><li>Develop and collaborate on account specific strategies and marketing plans to deliver growth</li><li>Onboard and educate new agents regarding NLG products and processes</li><li>Ensure ongoing communication about policy/agent activity with internal groups (new business, underwriting, contracting, etc…)</li></ul><h4>Minimum Qualifications</h4><ul><li>1-3 years industry experience in life and annuity products</li><li>Bilingual (Portuguese/English) required&nbsp;&nbsp;</li><li>Industry certifications, such as CLU, CFP or ChFC</li><li>Ability to drive growth and increase presence and market share for assigned accounts</li><li>Team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment</li><li>Excellent verbal and written communications skills</li><li>Understanding of compliance and regulatory standards for life and annuity products is preferred</li></ul><h4>Benefits</h4><p>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!</p><h4>Base Pay Range</h4><p>Compensation for this role is earned solely through commissions, which are calculated as a percentage of life and annuity sales.</p><h4>Additional Compensation and Benefits</h4><p>The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p><p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

National Life Group

Internal Wholesaler - Distribution (Portuguese Speaking)

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>About Us</h4><p>At Equity Services, Inc. (ESI), we are more than a broker-dealer. We’re a passionate team helping financial professionals and their clients create confidence in their financial future. We do this through our entrepreneurial hunger, our outside-in mindset, and a culture of real-time communication and feedback. We are part of the National Life Group family — a purpose-driven company committed to keeping our promises for over 175 years.</p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>National Life Group is seeking a qualified candidate to join its broker-dealer and Product Management team as a&nbsp;<strong>Product Management Associate</strong>. This role will focus on supporting the development, oversight, and promotion of the firm’s investment product platform with a strong emphasis on product due diligence, registered representative training, relationship management, and website content management.</p><p>The successful candidate will have a solid understanding of a wide range of investment and insurance products (including mutual funds, ETFs, stocks, bonds, alternative investments, annuities, and variable universal life), coupled with excellent research, communication, and relationship-building skills. Reporting to the Head of Product Management, the Product Management Associate will play a critical role in ensuring that ESI’s representatives are well-supported, product sponsors are effectively managed, and digital resources are kept accurate and up to date.</p><h4>Essential Duties and Responsibilities</h4><br><ul><li>Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements.</li><li>Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm’s product platform.</li><li>Oversee and continuously improve the firm’s product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite.</li><li>Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts.</li><li>Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration.</li><li>Collaborate with the Head of Product Management to prepare agendas and materials for the firm’s Investment and Product Committees.</li><li>Create clear, accurate and effective written communications and marketing materials in support of approved investment products.</li><li>Provide outstanding customer service through written correspondence, phone, and web-based support, with occasional travel to ESI offices and industry events.&nbsp;</li></ul><br><h4>Minimum Qualifications</h4><br><ul><li>Bachelor’s degree or equivalent combination of education and experience</li><li>3–5 years of experience in financial services, preferably within a Broker Dealer&nbsp;</li><li>Ability to obtain Series 7 license within 1 year of hire.</li><li>Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed</li><li>Excellent written, verbal, and presentation skills, with a high attention to detail.</li><li>Self-starter with a high degree of initiative and ability to prioritize competing task</li><li>Strong problem-solving skills with a proactive approach to finding answers and solutions with a lifelong learner mindset.</li><li>Demonstrated ability to deliver exceptional customer service and build strong professional relationships.</li><li>Ability to successfully pass a background check, including fingerprinting.</li></ul><h4>Preferred Qualifications</h4><br><ul><li>3-5 years of experience working with Registered Investment Advisors</li><li>Working knowledge of Broker/Dealer products and services</li><li>Experience creating training presentations for adult learners</li><li>Experience collaborating with Web or Marketing teams on required product updates&nbsp;</li></ul><br><h4>Benefits</h4><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><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$72,000—$105,600 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Investment Product Management Associate, Equity Services Inc.

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><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>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. &nbsp;Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. &nbsp;The work schedule type and core days are subject to change with advance notification and manager discretion.&nbsp;</p><h4>Essential Duties and Responsibilities</h4><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><h4>Minimum Qualifications</h4><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></ul><h4>Preferred Qualifications</h4><ul><li>Some experience in or interest in data analytics and reporting tools (such as Alteryx or Tableau)&nbsp; would be helpful</li></ul><h4>Program Highlights</h4><ul><li>10-week paid internship with formal orientation and onboarding</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></ul><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$19—$28 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

IT Financial Analysis Intern  - Summer 2026

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>This position is responsible for delivery of learning content through suitable approaches that meet desired learning outcomes and learner needs. This person builds trusted relationships and creates an engaging learning environment. They drive learner development by actively providing feedback and learner support. The Learning Facilitator partners with business experts, performs job shadowing and collects learner feedback to continuously improve the curriculum throughout our operations team.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Facilitate new-hire and new-initiative training through instructor-led and virtual instructor-led sessions utilizing a variety of delivery methods specific to adult learning, using instructional techniques and formats, such as role playing, simulations, team exercises, group discussions, and facilitation</li><li>Quickly masters training content; is resourceful in consulting subject matter experts and other resources (e.g., websites, manuals, literature) to add to his/her content knowledge</li><li>Establish credibility with the audience by knowing the content area, providing relevant examples, and linking the material to the audience’s job experiences and challenges</li><li>Skillfully make the connection between learning objectives and line of business goals in the classroom</li><li>Present information in a clear, logical and organized way; knows which points to emphasize to increase learning</li><li>Actively seek evidence of audience engagement and comprehension, tailoring the training to meet differing needs, interests, and experience levels among participants</li><li>Organize, develop, and maintain training materials, handouts, and visual materials</li><li>Monitor, evaluate and record training activities and program effectiveness, recommending and developing alternative training methods to continually improve programs</li><li>Assess training needs through surveys, interviews with employees, focus groups, and/or consultation with managers, instructors, or business representatives</li><li>Evaluate, document and coach trainees' performance, through testing and role-plays, whether trainees will meet standards to successfully complete the training programs</li><li>Prepare classroom and class materials prior to class</li><li>Perform all training duties, and all other duties as required</li></ul><h4>&nbsp;Qualifications</h4><ul><li>Bachelor’s degree required, or five years of specific job-related experience may be substituted</li><li>Knowledge of life insurance and/or annuity products required</li><li>Related professional certification or designation is an asset</li><li>Able to communicate complex technical concepts and ideas, both verbally and in written form, clearly and accurately</li><li>Strong presentation and communication skills; ability to facilitate and present to groups of varying sizes and skill level</li><li>Strong interpersonal skills and sensitivity to deal effectively with individuals from different cultures, along with professional maturity and confidence in communicating results with peers and various levels of management</li><li>Organizational skills to multi-task, meet deadlines, and be able to work independently</li><li>A strong desire to learn new technologies, the curiosity to figure out how things work, and a passion for improving the user experience</li><li>Ability to readily adapt to an ever-changing environment</li><li>Thinks quickly on his/her feet; handle challenging questions and comments with poise and confidence</li><li>Willingness to perform other duties as assigned</li><li>Must be able to pass a background check</li></ul><h4>Benefits</h4><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><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$22—$32 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Learning & Development Facilitator

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>About Us</h4><p>At Equity Services, Inc. (ESI), we are more than a broker-dealer. We’re a passionate team helping financial professionals and their clients create confidence in their financial future. We do this through our entrepreneurial hunger, our outside-in mindset, and a culture of real-time communication and feedback. We are part of the National Life Group family — a purpose-driven company committed to keeping our promises for over 175 years.</p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>As a New Business Associate for Equity Services Inc., you'll be instrumental in processing securities applications and ensuring efficient and accurate business operations. Dive into a role that combines research, data management, and customer engagement. This position is pivotal in ensuring the smooth operation of our new business processes, providing an excellent opportunity to contribute significantly to our team and develop a career in the financial services industry.  &nbsp;</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. &nbsp;The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Build and maintain superior customer relationships by listening, understanding their specific needs and delivering service to meet/exceed customer expectations resulting in repeat business and customer loyalty.</li><li>Consultative and attentive to customer needs, professional and proficient in handling questions over the telephone for both internal and external customers</li><li>Process securities applications using our electronic workflow system, ensuring accuracy and adherence to regulations.</li><li>Perform thorough research to gather necessary information, utilizing various resources to complete applications and resolve queries.</li><li>Key in and maintain client profiles and financial data within our record-keeping system accurately.</li><li>Collaborate with team members to meet processing deadlines and manage workload effectively.</li><li>Provide support and guidance on our firm’s procedures, focusing on forms accessibility, electronic workflow, and eSignature processes through written communication and training materials.</li><li>Maintain confidentiality of all client and company financial information.</li></ul><h4>Minimum Qualifications</h4><ul><li>Demonstrates a strong capability to focus and perform in a fast-paced environment.</li><li>Exhibits excellent organizational skills, with a knack for prioritizing tasks efficiently.</li><li>Customer focused with inbound/outbound customer service or relationship management experience, preferably in Financial Services.</li><li>Shows a keen willingness to both teach and learn, sharing knowledge with team members.</li><li>Proficient in MS Office Suite and quick to learn new software programs.</li><li>Holds the ability to work independently on research tasks and data entry with minimal supervision.</li></ul><p>This role is pivotal in ensuring the smooth operation of our new business processes, providing an excellent opportunity to contribute significantly to our team and develop a career in the financial services industry.&nbsp;</p><h4>Benefits</h4><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><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$19—$28 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

New Business Associate, Equity Services Inc.

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>Role Summary</h4><p>The Operations Lead plays a key role in After Issue Services by promoting a seamless service experience for both internal and external customers. The Operations Lead will help the team succeed in meeting production, quality, and customer service goals. This role is highly customer-facing and frequently communicates with agents, customers, as well as internal teammates across operations. A successful candidate has mastery with processes and procedures and can explain the why behind what we do. This role involves resolving complex escalations; engaging, motivating, and coaching team members for improvement; and utilizing relationships to address issues efficiently. The Operations Lead models urgency, quality and caring curiosity to aid the team in achieving goals and resolving field concerns and demands.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Collaborates with leadership and other internal &amp; external stakeholders to achieve goals of the team, including production and quality goals while ensuring a positive team dynamic.</li><li>Maintains foundational knowledge and understanding of daily processing (e.g. business systems, best practices, product knowledge, etc.). Continuously seeks means by which to improve processing times while maintaining quality and service expectations.&nbsp;</li><li>Mentors and teaches others regarding internal work processes and opportunities to gain efficiencies and drive change for positive upstream and downstream impact. Teaches others team members how to be successful in their daily production.</li><li>Identifies gaps in internal processes and partners with stakeholders to implement, communicate and document changes to drive consistency and a positive customer experience across the organization.</li><li>Works closely with manager (and workflow coordinator, as applicable) to assess team metrics and determine urgency and priorities. Assigns tasks and training to team members to ensure production needs are consistently met.</li><li>Works with Team Manager (and others) to resolve complex escalations, and keeps key stakeholders informed, when necessary.</li></ul><h4>Minimum Qualifications</h4><ul><li>High School Diploma.</li><li>3-5 years of relevant work experience</li><li>Life insurance and/or Annuity industry experience required</li><li>Manages ambiguity</li><li>Demonstrates emotional intelligence and interpersonal savvy</li><li>Elevates others</li><li>Collaborates</li><li>Manages complexity and problem solving</li><li>Business insights</li><li>Resourcefulness</li><li>All other duties as assigned</li></ul><h4>Preferred Qualifications</h4><ul><li>Bachelor’s Degree</li><li>Experience in financial services including banking or asset management</li></ul><h4>Benefits</h4><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><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$24—$36 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Operations Lead - Payment Center

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>Role Summary</h4><p>The <strong>New Business</strong> department is dedicated to delivering exceptional customer service to our valued field agents and agencies, primarily composed of case specialists. These specialists play a crucial role in facilitating a seamless underwriting process and ensuring efficient policy issuance.&nbsp;</p><p>Our <strong>New Business Quality and Audit Teams</strong> are responsible for evaluating the work of Case Specialists to uphold processing standards, regulatory requirements, and service expectations. This team of advisors provides critical feedback, offers clarity on execution, and consults on process documentation improvements. Their insights are essential to assessing overall department performance and fostering associate development.&nbsp;</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><p>As the leader of this team, you will:&nbsp;</p><ul><li>Stay informed on evolving process standards and expectations to ensure accurate assessments of New Business operations.</li><li>Develop and implement a strategy to strengthen acumen and quality standards across the department.</li><li>Champion efficiency by minimizing rework, enhancing customer experience, and driving operational excellence.</li><li>Establish a vision for integrating regular quality summaries into key performance metrics to support data-driven decision-making.</li><li>Foster accountability and collaboration across associates, leadership, and project teams.&nbsp;</li></ul><p><strong>Key Competencies for Success&nbsp;</strong></p><p>To thrive in this role, you will need:&nbsp;</p><ul><li>Exceptional attention to detail and a commitment to accuracy.</li><li>A proactive approach to learning and adapting to changes in process expectations.</li><li>Strong leadership skills to drive accountability and continuous improvement.</li><li>A strategic mindset for embedding quality-driven practices into performance evaluation.&nbsp;</li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelor's degree in business administration, Finance or related field&nbsp;</li><li>3-5 year's experience in New Business Operations</li><li>Minimum of 3 years leadership experience</li><li>All other duties as assigned.&nbsp;</li></ul><h4>Benefits&nbsp;</h4><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></ul><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$67,500—$99,000 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Operations Manager, Quality and Audit

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>The Principal Engineer position partners with business and technical stakeholders to lead infrastructure design and integrations. This individual in this position has a proven track record of driving continuous improvement in all facets of infrastructure ecosystems. This position will lead infrastructure teams in the delivery of the infrastructure technologies and services. Effective ability to communicate, a positive attitude, and a proven track record of serving in a technical leadership role are key qualifications.</p><p>This role is a senior technical leadership position and member of the National Life Group IT Shared Services team. You will represent the infrastructure team in project initiatives, architecture design, and be a champion of operational excellence while collaborating across a vibrant technical community. We’re looking for an inquisitive individual with a passion for continuous learning, attention to detail, and a drive to follow-through. This role can be located in Dallas (Addison), TX; Montpelier, VT</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><p><em>Infrastructure Delivery</em></p><ul><li>You will lead development and enhancement of automation of cloud enablement tools</li><li>You will drive implementation of the technology direction, vision, and strategy to enable Cloud technology adoption</li><li>You will lead delivery of project support as a subject matter expert in infrastructure technologies</li><li>You will help lead incident resolution and resolution of business issues</li><li>You possess the ability to communicate effectively with an appropriate level of detail to all levels within the company</li><li>You will lead identifying and managing capacity, performance, and risk</li><li>You will adhere to and promote firm Change Management, Problem Management policies and are familiar with ITIL or other formalized IT operations foundations</li></ul><p><em>Infrastructure Architecture &amp; Strategy</em></p><ul><li>You will drive innovation and encourage others to remain current on emerging technologies and development trends</li><li>You will lead the delivery of collaborative cloud solution architectures and roadmaps including architecture standards, guidelines, and industry best practices</li><li>You will lead development, design, and implementation of platform architectures that will support key software development and deployment processes</li><li>You will lead and review cloud-native and hybrid solution architectures</li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelor’s degree, preferred in Computer Science; or relevant work experience.</li><li>10+ years of hands-on infrastructure experience with at least 4 years in a technical team leadership role.</li><li>4+ years of hands-on experience and knowledge working in public cloud technologies and solutions (Azure Preferred)</li><li>3+ years of hands-on experience with Kubernetes, including deploying, managing, and scaling containerized applications in production environments</li><li>2+ years of hands-on experience and knowledge of platform architectures and technologies</li><li>Open-minded with proven ability to work collaboratively with others</li><li>Show up consistently with a positive attitude</li><li>Demonstrated ability to lead in a highly matrixed, heavily outsourced organization through a combination of influence, partnership, and authority.</li><li>Ability and interest in mentoring technical staff and raising collective technical competencies.</li><li>Ability to manage change and cope with complex and ambiguous situations.</li><li>Certifications in Azure are highly desirable</li><li>Experience with OpenAI and AI Technologies are highly desirable</li><li>Broad engineering awareness of the following technical domains and expert technical expertise in at least two of the following areas –<ul><li>Virtualization Technologies (VMWare, Hyper-V, etc.)</li><li>Public Cloud (Azure, GCP, AWS, etc.)</li><li>Networking (CDN, SD Wan, Load Balancing, WAF, etc.)</li><li>Monitoring &amp; Instrumentation (New Relic, Splunk, Zenoss, etc.)</li><li>Systems Administration (Windows, Linux, Active Directory, SCCM, etc.)</li><li>Automation Technologies (CI/CD, Infrastructure-As-Code, etc.)</li></ul></li></ul><h4>Benefits</h4><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><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$133,125—$195,250 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Principal Engineer, Cloud Engineering

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>About Us</h4><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><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>The Residential Whole Loan - Analyst/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>This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><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><li>Build, develop, and enhance analytical systems supporting the Residential Mortgage Investment team</li><li>Compile and manage the residential mortgage monthly reporting (portfolio analysis, trade activity, performance attribution, asset exposure)</li></ul><h4>Minimum Qualifications</h4><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>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><h4>Preferred Qualifications</h4><ul><li>Knowledge of mortgage modeling systems (Intex, Yieldbook) and programming (Python, SQL) considered a strong plus</li></ul><h4>Benefits</h4><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><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$148,750—$210,000 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Residential Whole Loan - Analyst/Associate

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><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.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><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</li><li>Improve NLG’s win rate and competitiveness through high-quality, on-time RFP submissions.</li><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></ul><h4>Minimum Qualifications</h4><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.</li></ul><h4>Preferred Qualifications</h4><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><li>Travel up to 15%</li></ul><h4>Benefits</h4><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><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$73,125—$107,250 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

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