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<p><strong>Disbursement Service Technician </strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em>&nbsp;</p><p>Summary&nbsp;</p><p>The Disbursement Service Technician is responsible for processing all requests associated with dividend changes and cash disbursements on the enterprise’s insurance and individual annuity products.</p><p>Key Responsibilities</p><ul><li>Processing of returned dividend checks and related correspondence</li><li>Process disbursement accounting transactions for surrenders, withdrawals and policy loans</li><li>Process various policy quote requests from the agents, customers and third parties</li><li>Responsible for communicating with career and independent office staff, agents and customers via email, telephone or regular mail to provide policy information</li><li>Manage request for ACH drafts/wire transfers with treasury department; validate that transactions are completed and accounted for accurately in the administrative system</li><li>All financial transactions involve use of Lawson system</li><li>Monitoring of areas clearing accounts and monthly reconciliations using Blackline</li><li>Process address change requests</li><li>Administrative and related support system functions</li></ul><p>Job Requirements</p><ul><li>Associates degree a plus; high school diploma (or equivalent) with relevant business or accounting classes&nbsp;</li><li>2+ years of office experience with A/R, A/P or bookkeeping experience</li><li>Knowledge of life insurance products preferred</li><li>Excellent, proven technical skills; must be proficient in Microsoft Office Suite (Excel, Word, Outlook); Access database knowledge preferred</li><li>Professional communicator using all available media (e-mail, voice mail, written, oral)</li><li>Attention to detail and the ability to work efficiently under pressure is essential</li><li>Detail, goal and deadline oriented</li><li>Strong organizational skills</li><li>Ability to be a strong contributing member of a team&nbsp;&nbsp;&nbsp;</li><li>Overtime work is required as needed, and can be on short notice</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Disbursement Service Technician

<h4><strong>Associate Director, Tax Accounting</strong></h4><p><em>Sponsorship is not available for this role</em></p><h5><strong>Role Summary</strong></h5><p>The Associate Director has a key role in the tax function of the organization. This position is primarily responsible for managing all the tax return and provision related activities, ensuring compliance with federal, state, and local tax regulations. This role involves leading and coaching the tax team, supporting strategic tax planning, managing audits, and assisting special projects.</p><p>This is a hands-on role that offers an opportunity to advance leadership skills and broaden tax experience in a dynamic environment. The Associate Director of Corporate Tax reports directly to the Director of Corporate Tax.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><p><strong>Tax Compliance &amp; Reporting</strong></p><ul><li>Supervise and review the preparation and filing of federal, state, and local tax returns, including premium taxes specific to the insurance industry.</li><li>Lead tax month-end and quarter-end procedures including the income tax provision calculations and reporting under ASC 740 and SSAP 101, premium tax, use tax, and other tax accruals, journal entries, and balance sheet reconciliations.</li><li>Coordinate with external tax vendors to ensure the efficient execution of multiple tax engagements.</li></ul><p><strong>Tax Planning &amp; Strategy</strong></p><ul><li>Implement tax strategies to optimize the company’s overall tax position and mitigate risk.</li><li>Conduct thorough tax research and analysis to support compliance, planning, and strategic decision-making.</li></ul><p><strong>Regulatory &amp; Audit Support</strong></p><ul><li>Provide the responses to tax audits and correspondence with auditors and regulatory authorities.</li><li>Monitor and evaluate legislative and regulatory changes, assessing their impact on the organization’s tax position and compliance obligations.</li><li>Ensure adherence to all applicable internal controls, tax laws and regulations, including those specific to insurance industry operations.</li></ul><p><strong>Leadership &amp; Collaboration</strong></p><ul><li>Collaborate cross-functionally with internal departments on business initiatives and operations.</li><li>Manage and develop tax team members by providing technical guidance, training, and performance support.</li><li>Support the tax team’s goals and objectives by assisting the Director of Corporate Tax with special projects and ad hoc assignments.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>Bachelor’s degree in Accounting, Finance, or related field.</li><li>CPA or IRS Enrolled Agent required.</li><li>7–12 years of tax experience in Life and annuity insurance&nbsp;</li><li>5–7 years of public accounting work experience highly preferred.</li><li>Experience leading and developing teams preferred.</li><li>Experience in preparing and reviewing corporate federal and state income tax returns and insurance premium tax returns required.</li><li>Experience in preparing and reviewing quarterly income tax provision and tax disclosures in accordance with GAAP and statutory accounting rules (ASC 740 and SSAP 101) required.</li><li>Strong knowledge of tax compliance, tax accounting, and insurance-specific tax issues.</li><li>Proficiency in advanced Excel functions and complex formulas required.</li><li>Experience with OneSource Tax Provision and OneSource Income Tax highly preferred.</li><li>Familiarity with GoSystem, Premium Pro, and Lawson a plus.</li><li>Excellent research, analytical, communication, and leadership skills.</li><li>Proven ability to manage multiple priorities and deadlines while consistently delivering high-quality results.</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 Director, Tax Accounting

<p><strong>Associate Director, Investment Accounting</strong></p><p><em>Sponsorship is not available for this role</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.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>Reporting to the AVP, Investment Accounting, the Associate Director, Investment Accounting will lead a high-performing team of individual contributors to ensure accurate, timely financial reporting of NLG’s investment portfolio. The successful candidate will demonstrate an ability to navigate between review of journal entries and higher level understanding of financial results while supporting the broader finance organization’s strategic initiatives.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><ul><li>Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company’s consolidated investment portfolio and its subsidiaries and affiliates.</li><li>Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting.</li><li>Build and maintain external relationships with auditors, vendors and other business partners.&nbsp;</li><li>Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs.</li><li>Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting.</li><li>Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same.</li><li>Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations.</li><li>Manage a team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance.</li><li>Core workdays – see comments below for content.</li></ul></ul><p><strong>Minimum Qualifications</strong></p><ul><li>7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession.</li><li>Bachelor's degree in Accounting, Finance, or related field or an equivalent combination of education and experience.</li><li>Experience with US GAAP Accounting and/or Statutory Reporting.</li><li>Experience with investment accounting within an insurance or other regulated organization.</li><li>Ability to anticipate, identify and resolve financial issues.</li><li>Ability to continually manage multiple priorities and reprioritize as needed.</li></ul><ul><li><strong>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.&nbsp; 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.</strong></li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Master’s degree</li><li>CPA or equivalent professional certification</li><li>Experience managing multi-site and/or remote contributors.</li><li>Experience with portfolios holding diverse asset classes and/or private credit.</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs.&nbsp; Check out the BENEFITS of a Career at National Life!</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>

Associate Director, Investment Accounting

<p><strong>Associate, Producer Contracting</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>This position is accountable for ensuring accurate and timely processing of contracts, amendments and appointments in compliance with state and federal licensing rules and regulations.&nbsp; The incumbent must provide customer service oriented contracting services to the distributors and fellow employees of National Life Group, while supporting the company’s growth and expense management initiatives.</p><p><strong>Key Responsibilities </strong></p><ul><li>Evaluates prospective agents qualifications to represent the company through thorough criminal and credit background review, as well as reviewing any state licensing regulatory issues; judgment is used to determine what requirements may be needed to process negative information</li><li>Works with Recruiters, Marketing, GA’s, MGA’s, Office Managers and management to obtain appropriate support or release letters; notifies Legal and Marketing of issues or transfers</li><li>Governs the issuance of new business and payments of commissions until agents are legally licensed and contracted</li><li>Evaluates and interprets state insurance regulatory requirements to ensure that all agents are in compliance</li><li>Evaluates agent’s prior history with any of the company’s entities to determine eligibility for rehire or transfer</li><li>Reviews vendor generated reports to determine if corporation is at risk by any regulatory actions against current agents</li><li>Continually make adjustments for changes in workflow and demand for services; find efficiencies and recommend improvements as appropriate&nbsp;&nbsp;</li><li>Participates in cross-training within the unit</li><li>Notifies field force of changes in state regulations concerning licensing for life, annuity, long term care, indexed annuities and variable products</li><li>Ensures ALC, AMS and payroll systems are correctly coded to reflect agent’s licensing status, commissions to be paid and companies representing to protect company and agent from state regulatory actions and penalties</li><li>Ensure quality and time service standards are met</li><li>Participate in new distribution initiatives</li><li>Participate in process and efficiency improvement initiatives</li><li>Ensures MAR compliance</li><li>Directs web security access for agents</li><li>Researches errors and questions from producers; ensures timely response.</li></ul><p><strong>Job Requirements </strong></p><ul><li>Qualified candidates will have 1-2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industry; familiarity in dealing with state regulations, contracts, etc.</li><li>High School Diploma, college degree preferred</li><li>Must have an intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook); mainframe processing, and the ability to utilize dual monitors</li><li>LOMA courses or related life insurance experience/training preferred</li><li>Ability to meet established deadlines; must be able to work independently as well as being a team player</li><li>Ability to work in a fast-paced environment; strong interpersonal skills a must</li><li>Establish and maintain effective working relationships with those contacted in the course of work</li><li>Must be able to pass a background check that may include fingerprinting</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Associate, Producer Contracting

<p><strong>Life and Annuity Solutions - Annuity Product Associate Actuary</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>Come join a high-performing dynamic team at a mission-oriented, innovative company that is focused on serving the middle market by bringing valuable Life Insurance solutions to our customers and distribution partners!&nbsp;&nbsp;&nbsp;</p><p><strong>Executive Summary</strong></p><p>This individual will play a key role in leading and supporting initiatives related to the design and pricing of indexed and traditional fixed annuity products, both as an individual contributor and through oversight and direction of supporting resources.&nbsp; Job responsibilities primarily center around product design, actuarial modeling, pricing, new-money rate setting, actuarial support of regulatory filings, and evaluation of sales and design concepts.&nbsp; The individual will work closely with the broader L&amp;A Solutions team, Distribution/Field Leaders, and Marketing to ensure new products and features are aligned with the company’s strategic goals, financial objectives, and risk appetite.&nbsp;</p><p><strong>Key Responsibilities</strong>:</p><ul><li>Develop and oversee models to set appropriate rates, understand profitability, and analyze sensitivities</li><li>Provide analysis and review experience studies to develop or adjust pricing assumptions</li><li>Strategically solve unique and complex problems</li><li>Help provide detailed analysis on key competitive features in the marketplace</li><li>Present product features and/or actuarial results to Distribution Leadership, Product Risk Committee, Project Teams, Senior Management, and other stakeholders</li><li>Train, mentor, and oversee / direct the work of actuarial students / analysts</li><li>Provide ad-hoc support to other business areas as needed</li><li>Effectively coordinate and review the work of outside consultants</li><li>Partner with the policy forms team to review forms and prepare / review actuarial materials required to secure state approvals</li><li>Prepare / review product specifications and actuarial reports</li><li>Proactively identify and ensure compliance with legal and regulatory requirements</li><li>Review product marketing materials as appropriate</li></ul><p><strong>A successful candidate will have:</strong></p><ul><li>6+ years of relevant experience in pricing annuity products with indexed annuity products strongly preferred</li><li>FSA required, MAAA preferred</li><li>In-depth knowledge of annuity products and features including applicable valuation, nonforfeiture, tax, risk-based capital, illustration, and other relevant regulations and standards</li><li>Excellent oral and written communication skills, including the ability to communicate effectively with less technical audiences</li><li>Highly effective teamwork and collaboration skills</li><li>Solid financial modeling experience using actuarial software, preferably MG-ALFA</li><li>Extensive experience with Microsoft Office suite</li><li>The candidate must be able to successfully complete a background check that may include fingerprinting</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>

Associate Actuary, Annuity Pricing- Life and Annuity Solutions

<p><strong>Sales Desk Manager- Internal Wholesaler Team</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.</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><strong>Essential Duties and Responsibilities:</strong></p><ul><li>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</li></ul><p><strong>Preferred Qualifications</strong><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><strong>Benefits</strong><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><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>

Sales Desk Manager- Internal Wholesaler Team

<p><strong>Investment Compliance Analyst</strong></p><p><strong>Job Summary</strong></p><p>The Investment Compliance Analyst is responsible for supporting and enhancing the compliance programs of NLG Capital, Inc. (the Firm), an SEC-registered investment adviser within the National Life Group family of companies. This role blends investment compliance oversight, including ensuring compliance with broader firm-level regulatory responsibilities, support and guidance to business and support areas. The ideal candidate is detail-oriented, analytical, and has a strong grasp of SEC regulations, investment products, and compliance systems.&nbsp;</p><p><strong>Primary Responsibilities</strong></p><p><strong>Regulatory Compliance &amp; Oversight</strong></p><ul><li>Track proposed and newly adopted regulations; update the Chief Compliance Officer (CCO) or Deputy Chief Compliance Officer (DCC)) on changes and assist with impact analysis, implementation strategies, and execution.</li><li>Support the CCO/DCCO in evaluating and enhancing the adequacy of compliance policies, procedures, training, and objectives.</li><li>Administration of the firm’s Code of Ethics program, including monitoring of personal trading and other regulatorily required disclosures.</li><li>Administer record retention, email surveillance, and assessments of business continuity and information security programs.</li><li>Assist with the implementation and testing of required controls under Rule 206(4)7 and preparation and review of regulatory filings as required (e.g., Form ADV).</li></ul><p><strong>Investment Compliance</strong></p><ul><li>Monitor internal and statutory (insurance) investment guidelines, regulatory constraints, and client-specific mandates.</li><li>Conduct pre- and post-trade compliance reviews to ensure portfolios align with investment restrictions.</li><li>Identify, document, and resolve compliance breaches or exceptions, and follow up on corrective actions.</li><li>Support the development and maintenance of compliance rules in proprietary systems or vendor applications like Charles River CRD or Bloomberg AIM.</li><li>Interpret and implement new investment mandates and regulatory updates into compliance tools.</li></ul><p><strong>Reporting &amp; Testing</strong></p><ul><li>Prepare and submit reports and documentation related to compliance initiatives, incidents, testing outcomes, and regulatory filings.</li><li>Maintain detailed records of compliance testing, risk assessments, and regulatory approvals.</li><li>Conduct forensic testing to detect potential compliance violations or patterns of concern.</li></ul><p><strong>Collaboration &amp; Stakeholder Engagement</strong></p><ul><li>Collaborate with legal, operations, risk, and investment teams to align on compliance strategies and support internal/external audits and regulatory exams (e.g., SEC, FINRA).</li><li>Deliver a high standard of internal service, emphasizing timely support, quality of work product, and responsiveness.</li></ul><p><strong>Training &amp; Development</strong></p><ul><li>Stay abreast of industry best practices, vendor updates, and regulatory trends.</li><li>Participate in and contribute to internal training programs and continuous process improvements.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>Education</strong>: Bachelor’s degree in Finance, Economics, Business, or a related field (required).</li><li><strong>Experience</strong>:</li><ul><li>1–3 years of experience in investment adviser compliance , legal department or law firm supporting investment advisers, or related financial services firm.</li></ul><li><strong>Skills</strong>:</li><ul><li>Solid understanding of SEC rules and investment adviser regulations.</li><li>Proficiency in Microsoft Office (Excel, Word, PowerPoint); knowledge of SQL or data analytics tools is a plus.</li><li>Strong analytical, interpersonal, and written/verbal communication skills.</li><li>Ability to work effectively with personnel at all levels, including senior management.</li></ul></ul><br><br><h6>In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Analyst, Investment Compliance

<p><strong>Analyst, Financial Systems &amp; Process Improvement</strong></p><p><em>Sponsorship is not offered for this role.</em></p><p><strong>Summary </strong></p><p>We are seeking a detail-oriented and technically skilled <strong>Financial Reporting Analyst</strong> to design, build, and maintain financial reports that support the finance team. This role is responsible for producing accurate reports used in financial close, regulatory filings, board reporting, and management analysis. The ideal candidate combines deep knowledge of reporting tools and data structures with an understanding of the insurance industry's financial and regulatory landscape. In addition, the Financial Reporting Analyst will be a key member of our Finance Improvement team as we continue to implement our finance transformation.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Build, automate, and maintain recurring and ad hoc financial reports for the finance team.</li><li>Develop templates and dashboards to support financial close processes, internal controls, and variance analyses.</li><li>Translate financial reporting requirements (GAAP and statutory) into actionable data queries and visualizations.</li><li>Collaborate with the Statutory and GAAP reporting teams to ensure consistency and accuracy across reports.</li><li>Partner with IT or Data Governance teams to ensure proper data extraction from general ledger systems and data warehouses.</li><li>Perform quality assurance reviews to validate the completeness and accuracy of data and outputs.</li><li>Identify and implement process improvements to enhance reporting efficiency and control.</li><li>Maintain documentation and change control records for reporting templates and automated solutions.</li><li>Assist our Finance Improvement team with analyzing current processes and reports, defining future requirements, testing, and documenting procedures.&nbsp;</li></ul><p><strong>Required Qualifications:</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, Information Systems, or related field or equivalent combination of education and experience</li><li>4+ years of experience in financial reporting or report development, preferably in the <strong>insurance industry</strong>.</li><li>Knowledge of <strong>U.S. GAAP</strong> and <strong>statutory (SAP) accounting principles</strong> relevant to insurance companies, preferably in the Life &amp; Annuities Industry.&nbsp;</li><li>Strong proficiency in <strong>Excel</strong>, including complex formulas and pivot tables.</li><li>Familiarity with <strong>general ledger systems</strong> (e.g., Oracle, SAP, PeopleSoft, Lawson).</li><li>Ability to work with large data sets and build structured, repeatable reporting processes.</li><li>Excellent analytical, organizational, and communication skills.</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>

Analyst, Financial Systems & Process Improvement

<p><strong>Investment Operations Analyst</strong></p><p><strong>Position Summary</strong></p><p>The Investment Operations Analyst will be responsible for executing critical operational processes every day to support all asset classes within the portfolio. &nbsp;This role will be a key contributor to the operations team which provides accurate, complete, and timely processing of trades and security administration.&nbsp; In this fast-paced dynamic team, the daily contributions are the foundation to support investment decisions, results, and strategy across our General Account Investment Mandate. &nbsp;</p><p><strong>Responsibilities</strong></p><ul><li>Support trade lifecycle from post execution to settlements, ensuring accuracy and completeness across various applications</li><li>Reconciling each data point for trades, cash, and positions across all systems and databases</li><li>Processing corporate actions in the associated systems and communicating transactions with key business partners</li><li>Settling collateral and margin calculations associated with our derivative positions</li><li>Building and maintaining key operational reports associated with our controls and ad hoc compliance reporting</li></ul><p><strong>THE PERSON</strong></p><p><strong>Pivotal Experience &amp; Expertise</strong></p><ul><li>Undergraduate degree in Finance, Economics or Accounting</li><li>1–5 years of relevant experience in banking, financial services, or financial operations</li><li>Strong SQL and Excel skills , exposure to Python is a plus</li><li>Experience with OMS.IBOR/ABOR systems (e.g Bloomberg, ePam, WSO) is a plus</li><li>Intellectual curiosity with the desire to learn and pursue an investment career</li><li>Solid interpersonal skills and ability to form meaningful working partnerships</li><li>Inclusive team player with a collaborative and cooperative approach</li><li>Strong work ethic and proactive professional disposition</li></ul><p><strong>Cultural Fit</strong></p><ul><li>Results-driven mindset</li><li>Thrives in a collaborative environment where the best ideas that drive the best results are rewarded</li><li>Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what you do not know</li><li>Love of learning – comfortable in an organization that seeks to continually learn from its mistakes and successes to drive better investment decisions</li><li>Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations – finding answers and solutions</li><li>Proficient in giving and receiving constructive feedback in both real time and structured environments</li><li>Demonstrates transparent, direct, and open communication across the organization</li><li>Promotes collaboration and has a “firm first” attitude – does what is right for National Life Group</li><li>Commitment to our mission and values</li></ul><br><h6>In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Investment Operations Analyst

<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><strong>OCTOBER Start date&nbsp;</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>Proficiency in bilingual (English and Mandarin) to effectively communicate with our partners.&nbsp;&nbsp;</li><li>1-3 years financial services experience (preferred)</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><h6>#LI-MG</h6>

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