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<p><strong>Senior Accountant, Accounting Policy</strong></p><p><em>Sponsorship is not available for this role.</em></p><p><strong>Position Summary:</strong></p><p>National Life Group is seeking a highly motivated Senior Accountant Policy professional to join the corporate finance team. The Senior Accountant with strong insurance accounting knowledge will assess technical transactions, research and interpret accounting guidance and regulatory policy, and engage with leadership on accounting matters. This individual contributor role will work closely with other members of the Controller team and business units within the Company.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Research relevant accounting guidance (U.S. GAAP and Statutory Accounting Principles) to evaluate complex and technical business transactions</li><li>Develop, maintain, and update the company’s accounting policy manual and technical memos</li><li>Draft clear, practical accounting policies based on U.S. GAAP and Statutory Accounting Principles</li><li>Monitor changes in accounting guidance and regulatory developments (e.g. FASB and NAIC) and assess their impact</li><li>Communicate new and emerging technical accounting policy developments and related regulatory developments to key stakeholders</li><li>Ensure company-wide accounting policies are current and compliant with existing and recently issued accounting standards and regulations</li><li>Serve as a resource to team members and applicable internal/external stakeholders on more complex technical accounting policy and compliance issues for assigned areas of responsibility</li><li>Provides technical accounting support on transactions and strategic initiatives by identifying any accounting issues during the process and developing/integrating technical accounting policies, as needed</li></ul><p><strong>Requirements:</strong></p><ul><li>Bachelor’s degree in Accounting or Finance</li><li>5+ years of relevant experience in accounting policy, technical accounting, or audit in public accounting&nbsp;</li><li>CPA required</li><li>Previous public accounting experience strongly preferred</li><li>Strong knowledge of U.S. GAAP and Statutory Accounting Principles, preferably in the life, health, or P&amp;C insurance sector</li><li>Familiarity with NAIC guidance and statutory reporting requirements</li><li>Experience with insurance products, reinsurance arrangements, and investment accounting is a plus</li><li>Excellent research, analytical, and technical writing skills</li><li>Strong communication and collaboration skills across cross-functional teams</li><li>Proficiency in Microsoft Excel and Word; experience with accounting research tools (e.g. PwC Checkpoint, DART, CCH) preferred</li><li>Good verbal and written communication skills</li><li>Ability to work flexible hours as required</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-HYBRID</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Senior Accountant, Accounting Policy

<p><strong>Senior Underwriter</strong></p><p><em>This position is located on our Montpelier, Vermont or Dallas, Texas campus.&nbsp;</em></p><p>This senior level incumbent will handle large face amount cases, while interacting with field personnel, and other more junior underwriters. Primary role will be to provide accurate and timely risk assessment and evaluation of life applications, renewals, or cancellations utilizing the Company’s underwriting policies, guidelines and insurance laws and regulations.&nbsp;</p><p><strong>Key Responsibilities</strong></p><ul><li>Underwrite and evaluate large face amount cases</li><li>Second review and signature for less experienced underwriters</li><li>Conduct underwriting audits as needed</li><li>Work on underwriting related projects as assigned</li><li>Interact with the field on calls or field visits</li><li>Contribute to the building and maintaining of strong relationships within the organization</li><li>Maintain an awareness of changing practices and regulations</li><li>Able to serve as SME to provide input on department procedures or practices</li><li>May serve as a mentor to less experienced underwriters</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelor’s degree preferred</li><li>10+ years experience in a production oriented environment</li><li>3 or more years of direct life experience preferred</li><li>Proficiency in Microsoft Office Suite</li><li>Brokerage or reinsurance experience is desired</li><li>Contestable claims investigation experience desired</li><li>Thorough knowledge of regulatory and policy differences among states in which business is transacted</li><li>Travel to home office in Montpelier, VT as needed (expected to be quarterly)</li><li>Must be able to pass a background check<br>&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>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>

Sr. Underwriter

<p><strong>Life &amp; Annuity Compliance Workflow Coordinator</strong></p><h5><strong>Company Summary</strong></h5><p>Come join one of America’s fastest growing insurance companies with a stable history of over 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&nbsp;&nbsp;&nbsp;&nbsp;</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h5><p>Are you looking to begin your Compliance career with an opportunity to join Life &amp; Annuity Compliance?&nbsp; We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about Compliance and how what we do applies to other organizational processes.</p><p>The successful candidate will become part of the Regulatory &amp; Risk Guidance (“R&amp;RG”) team and will complete routine assignments to coordinate the workflow of all four Life &amp; Annuity Compliance teams and perform anti-money laundering (“AML”) transaction monitoring processes.&nbsp; In this role you will primarily communicate with your immediate supervisor, other team leaders, and peers.&nbsp;</p><p>As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey.&nbsp; The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><ul><li>Accountable for the daily intake, logging, and assignment determination of all incoming Life &amp; Annuity Compliance advertising requests, complaints, sales practice referrals, and fraud referrals.</li><li>Contribute to the research, analysis, solution, and response to AML transaction monitoring applying acquired skills and theoretical knowledge to standard procedures.</li><li>Use knowledge and skills for routine and ad-hoc tasks within internally established time standards.</li><li>Work under general supervision with work reviewed periodically.</li><li>Build relationships with internal peers.</li><li>Handles routine assignments and identifies the need for exception to standard practices.</li><li>Understands NLG values and Servant Leadership Tenets and actively integrates principles into daily work life.</li><li>All other duties as assigned.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>3 years Total Combined post-secondary education and relevant work experience.<ul><li>3 or more years related work experience and a High School Diploma, OR</li><li>1 or more years related work experience and an Associate's Degree, Technical/ Trade School Certificate, or 2 or more years college-level coursework.</li></ul></li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to provide exceptional customer service through empathy, listening, and understanding client needs.</li><li>Demonstrate tact and professionalism and the ability to interact with individuals.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work in a fast-paced environment, with a high degree of accuracy.</li><li>Ability to maintain confidentiality on sensitive matters.</li><li>Strong organizational, time management, qualitative, and analytical skills.</li><li>Effectively work in a team environment, closely collaborating with multiple teams and peers.</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><br><h5><strong>Preferred Qualifications</strong></h5><ul><li>Basic fixed life insurance and annuity experience.</li></ul><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><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>

Compliance Coordinator

<p><strong>Executive Assistant – Office of the Chief Marketing Officer</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>Summary</strong></p><p><br>In this role, you will provide administrative support to senior leaders within our &nbsp;Marketing organization, with additional support to select leaders in Distribution . You will also assist in planning, organizing, and managing special projects that align with strategic business goals. This highly visible role requires excellent organizational, communication, and prioritization skills, as well as sound judgment and the ability to manage competing demands with professionalism and discretion. You will collaborate across all levels of the company and with external partners, including creative agencies and vendors. Mentorship and professional development opportunities will be provided to support your growth in this role.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provides timely and effective administrative support and assistance to Marketing and Distribution leadership teams, and other critical roles within the Office of the Chief Marketing Officer (OCMO).</li><li>Develop a strong understanding of Marketing strategy, brand objectives, and business priorities, while gaining working knowledge of the broader Distribution organization. Serves as a key liaison between the OCMO and internal departments, field leaders, and external partners; ensuring overall effectiveness of relationship management, timely communication and coordination.</li><li>Manages complex calendars and demanding schedules for senior leadership, including arranging meetings and travel, conferences, preparing agendas, and related logistics, including timely&nbsp; expense reports.</li><li>Coordinate and support team-wide communications, events, and information flow for OCMO.</li><li>Assists in preparing presentations and related materials; ensures that presentations are clear, succinct, and aligned with Marketing strategy.</li><li>Support the planning and execution of strategic initiatives, including:</li><ul><li>Documenting planning conversations and project milestones</li><li>Coordinating communications and materials</li><li>Organizing and facilitating project and team meetings</li><li>Supporting the onboarding of new Marketing and Distribution team members</li></ul><li>Drafts special communications to internal and external stakeholders.</li><li>&nbsp;Actively contribute to the administrative group community, providing support and coverage for fellow administrative professionals as needed.</li><li>Perform other duties and contribute to special projects or transformation initiatives at the direction of senior leadership.</li></ul><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree in Administration or equivalent years of job experience or certification.</li><li>The ideal candidate should have administrative experience supporting senior leadership, with a willingness to grow into more senior administrative roles.</li><li>Experience in the financial services industry (preferably in a life insurance company setting) or comparable industry experience is a plus.</li><li>Must have strong interpersonal skills to handle sensitive and confidential situations; position requires demonstrated poise, tact, and diplomacy and the ability to interact effectively with all levels of employees, customers, and vendors.</li><li>Must have strong verbal, written, and phone communication skills.</li><li>Must demonstrate initiative and the ability to work independently to problem solve; take the initiative to resolve administrative and procedural issues; evaluate alternatives and make recommendations with tact and discretion while seeking guidance when needed.</li><li>Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) or the ability to learn company systems quickly.</li><li>Must be able to work in a fast-paced and ever-changing environment with demonstrated ability to manage multiple competing tasks and demands.</li><li>Must be willing and available to work the hours necessary to meet the demands of the business.</li><li>Demonstrates a commitment to quality and attention to detail.</li><li>Exposure to project coordination or event planning with a desire to develop in this area.</li><li>Must be able to pass a background check.</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>

Executive Assistant – Office of the Chief Marketing Officer

<p>Associate Actuary – Life Valuation</p><p><em>Sponsorship is not available for this role</em></p><p>JOB SUMMARY:</p><p>The Associate Actuary will be responsible for calculating, analyzing, reporting, and explaining reserves and other actuarial financial statement items for the Indexed Universal Life. The individual will monitor policyholder behavior and profitability of the business and will also provide actuarial support to recurring and special projects. The Associate Actuary is expected to have a detailed knowledge of statutory valuation requirements and advanced GAAP accounting issues for life insurance products.</p><p>RESPONSIBILITIES:</p><ul><li>Perform valuation on Life blocks with the focus on Principle-Based Reserves (PBR)</li><li>Perform experience studies, recommend assumption updates, and quantify impacts for PBR business</li><li>Conduct analysis of business trends and reserve movements</li><li>Update annual PBR report and communicate with external auditors and regulators regarding the PBR model</li><li>Support the production and oversight of reporting for reserves and other actuarial items – Statutory, GAAP, and Tax</li><li>Familiar with GAAP accounting such as FAS97 and FAS133 and clearly communicate analysis to financial reporting stakeholders</li><li>Proactively share analysis and provide insight into our business with Pricing, FP&amp;A, Inforce Management, Modeling Center of Excellence, and Tax areas</li></ul><p>Core Work Days</p><p>This position is presently onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</p><p>Minimum Qualifications</p><ul><li>FSA designation from the Society of Actuaries with a minimum 7 years of actuarial experience within the Life Insurance sector, or Career ASA with a minimum 10 years of experience within the Life Insurance sector</li><li>Bachelor's Degree in Actuarial Science, Mathematics, Statistics, Economics or related field</li><li>At least 5 years of actuarial experience within actuarial modeling or actuarial valuation &amp; financial reporting</li><li>Proficiency in actuarial modeling software (such as PolySystems, MG-ALFA, GGY-AXIS)</li><li>Skilled in database tools like SQL, DataBricks, Microsoft Access, etc.</li><li>Comprehensive understanding of actuarial valuation requirements and techniques</li><li>Proven analytical prowess and problem-solving capabilities</li><li>A proactive attitude towards continuous improvement and challenging established norms</li></ul><p>Preferred Qualifications</p><ul><li>Comprehensive understanding of actuarial governance and control frameworks</li><li>Demonstrated collaborative spirit and organizational synergy</li><li>Excellent written and verbal communication skills</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>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>

Associate Actuary, Life Valuation

<p><strong>Internal Wholesaler - Distribution (Portuguese Speaking)</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><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><strong>Key Responsibilities include:</strong>&nbsp;</p><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><p><strong>Qualifications</strong></p><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><p><strong>Compensation:</strong></p><p>This role offers base salary plus supplemental sales quarterly bonus pay</p><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 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-MG</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Internal Wholesaler - Distribution (Portuguese Speaking)

<p><strong>Director of Field Development&nbsp;</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. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.</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. We invite you to explore what we have to offer and to join our cause.<br><br></p><p>This position is responsible for overseeing a team of Internal Wholesalers and Hybrid Wholesalers on the National Life Group Sales Desk. The position includes a variety of functions including managing, training, and developing Internal Wholesalers. The candidate will work closely with the management team to meet defined goals. This role will report to the AVP, Distribution and collaborate closely with the distribution management team. This position is presently onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday, and Thursday (subject to change with advance notification and manager discretion).</p><p>Essential Duties and Responsibilities:</p><p>• Lead and coach a team of Internal and Hybrid Wholesalers who are engaged in proactively marketing life insurance and annuity products and building professional relationships with agents.<br>• Develop skill levels of the members on your assigned team so that they are performing at the highest level considering both quantitative and qualitative measures.<br>• Build partnering relationships with National Life Group External Sales Team and with other business units to achieve assigned sales goals.<br>• Building and maintaining team morale, developing leaders on our teams utilizing formal professional development plans, and increasing the skill level of the Internal Wholesalers through targeted training and coaching, quality control and working to improve efficiency through the use of technology and sales enablement tools.<br>• Developing each direct report toward being the best Internal Wholesaler of their ability and toward their long term professional goals.<br>• Travel when necessary for training and relationship building <br>• Perform other duties as required</p><p>Preferred Qualifications<br>• Bachelor's degree <br>• 5 years sales experience within Financial Services <br>• 2+ years management experience<br>• Knowledge of CRM (Salesforce.com) <br>• Superior written and oral communication skills required <br>• Ability to manage and supervise high performing teams <br>• The ability and desire to work in a challenging fast paced environment <br>• Up to 10% travel required</p><p><br>Benefits <br>• 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><p>#LI-MG</p>

Director,  Sales Training

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

Internal Sales Associate (Portuguese Speaking)

<p><strong>Assistant Actuary (National Life Insurance Company d/b/a National Life Group, Montpelier, VT)</strong></p><p><strong>Responsibilities:</strong></p><p>Spearhead the development and upkeep of valuation models and processes essential for calculating, analyzing, and reporting reserves and other actuarial financial statement items for life insurance products. Duties include:</p><ul><li>Execute PolySystems model development and testing, ensuring priority alignment and effective coordination.</li><li>Enhance and support the Actuarial Data Platform (ADP), contributing to its continuous improvement.</li><li>Maintain and enhance valuation modeling processes, emphasizing efficiency through simplification, streamlining, and automation.</li><li>Provide production support for the Valuation team by addressing issues, aiding in regulatory reporting, and supporting audit inquiries.</li><li>Review, enhance, and support offshore reinsured business valuation and modeling.</li><li>Guide the actuarial change management lifecycle, from initiation to successful implementation.</li><li>Assist in the integration and optimization of new processes and technological advancements.</li><li>Assist in managing and deploying actuarial valuation models.</li><li>Assist in implementing governance policies and procedures as mandated by the company.</li><li>Plan, design, and execute actuarial and broader enterprise initiatives.</li></ul><p><strong>Minimum Requirements:</strong></p><p>Bachelor’s degree (or foreign equivalent) in Actuarial Science, Mathematics, Statistics, or related field followed by 5 years of post-baccalaureate experience in an actuarial role in the life insurance industry.</p><p>Experience must include the following, which may be gained concurrently:</p><ul><li>5 years of experience with life insurance and annuity products.</li><li>5 years of experience using database tools including SQL, DataBricks, and Microsoft Access.</li><li>3 years of experience using actuarial software packages including PolySystems and MG-ALFA.</li><li>3 years of experience in reserve analysis, financial/reinsurance/M&amp;A analysis, and/or capital &amp; risk analysis.</li><li>2 years of experience with actuarial governance and control frameworks.</li><li>2 years of experience with offshore reserves and reinsurance.</li><li>ASA designation from the Society of Actuaries must be attained before application to the position.</li></ul><p>National Life Group covers the cost of Society of Actuaries Exams for employees in accordance with the company’s internal reimbursement policy.</p><p>May telecommute within commuting distance of worksite.</p><p><strong>Jobsite:</strong></p><p>1 National Life Drive, Montpelier, VT 05604.</p><p>S<strong>alary:</strong></p><p>$141,000/year.</p><p>Full-time employment.</p><p>Qualified applicants apply online via the company career website, &nbsp;<a href="http://www.nationallife.com/Careers" target="_blank">www.nationallife.com/Careers</a>. Reference Job AA0625.</p><p>This position is part of National Life Group’s employee referral program and is eligible for an employee referral incentive.</p><h6>The starting rate listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; 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>

Assistant Actuary

<p><strong>Director, Business Insights</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>Company Summary </strong></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. </strong></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.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>We are seeking a visionary and strategic leader to head our analytics function, responsible for transforming data into actionable insights that drive business performance across life &amp; annuity operations. This role will lead the development and execution of a comprehensive analytics strategy that enhances decision-making, mitigates risk, improves operational efficiency, and strengthens our competitive position.</p><p>The ideal candidate will act as a key liaison between analytics and business stakeholders, ensuring team efforts are aligned with organizational goals. They will champion a data-driven culture by crafting compelling data narratives and advancing data literacy across life &amp; annuity operations.</p><p>With a strong strategic lens, this role will identify critical business drivers, forecast emerging trends, and support high-impact decisions through advanced modeling and scenario planning. The successful candidate will collaborate cross-functionally to enhance our data infrastructure and governance, while leading, mentoring, and growing a high-performing analytics team. This is a unique opportunity to make a significant impact at both a strategic and operational level.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Analytics Strategy: Lead and execute an analytics strategy that defines how life &amp; annuity operations will use data and analytics to drive decision-making, improve efficiency, reduce risk, enhance customer experience, and gain competitive advantage. Successful execution of the strategy will be measured not by the number of reports and dashboards created but by the extent to which leaders are able to see through new eyes in terms of how they manage the business and drive improved business performance within life &amp; annuity operations.</li><li>Strategic Influence: Identify performance drivers, anticipate trends, identify risks and guide life &amp; annuity operations by delivering complex models/solutions that support scenario planning and allow for an objective assessment of strategic decisions. Serve as a thought partner for business leaders providing advice and counsel on managing by the metrics.</li><li>Stakeholder Engagement: Develop a deep understanding of business needs in close collaboration with senior business leaders. Leverage prior experience acting as a player coach to seed new ideas. Focus team efforts on finding creative solutions to complex problems such as capacity planning. Spearhead the creation of advanced reports and user-friendly analytics solutions that guide decision making.</li><li>Data Driven Culture: Empower stakeholders to take specific action by crafting compelling data narratives that unveil hidden truths. Develop a strategy to teach and promote data literacy across life &amp; annuity operations.</li><li>Capability Building: Collaborate with data engineering and data governance to drive continuous improvement focused on enhancing data continuity, accuracy, and value. Support enterprise efforts to democratize Gen AI by identifying and executing on approved use cases relevant to life &amp; annuity operations.</li><li>Team Leadership &amp; Development: Elevate the analytical capabilities of the team through coaching, mentoring, and demonstrating more advanced analytical solutions. Develop associates into player coaches who can guide leadership in managing by the metrics.</li></ul><p></p><p><strong>Minimum Qualifications </strong></p><ul><li>Bachelor’s degree in Data Science, Statistics, Actuarial Science, Mathematics, Computer Science, Economics, or a related quantitative field</li><li>8+ years of experience in data analytics, actuarial analysis, or business intelligence, with at least 4 years in the life insurance or broader financial services industry</li><li>Deep understanding of life &amp; annuity products, underwriting, claims, risk management, and customer lifecycle dynamics</li><li>3+ years in a management or strategic leadership role, leading analytics teams and cross-functional initiatives</li><li>Proficiency in analytics and statistical programming tools, experience with data visualization platforms predictive modeling software</li><li>Demonstrated ability to use data to drive insights around profitability, risk mitigation, and customer value in an insurance context</li><li>Strong track record of building, mentoring, and managing high-performing analytical teams</li><li>Excellent communication and data storytelling skills, with the ability to influence senior leaders and bridge the gap between technical and business stakeholders</li><li>Passion for cultivating a data-driven culture and promoting data literacy within a traditional industry environment</li></ul><p></p><p><strong>Preferred Qualifications </strong></p><ul><li>Master’s degree in a quantitative discipline (e.g., Data Science, Actuarial Science, Applied Mathematics, Statistics, or Business Analytics) or an MBA with a strong focus on analytics.</li><li>Experience with advanced modeling techniques including predictive analytics, machine learning, or AI applied to life insurance use cases (e.g., underwriting automation, claims fraud detection, customer churn prediction).</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>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>

70 National Life Group Jobs