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<p><strong>Operational Finance Intern - Summer 2026 </strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>POSITION SUMMARY:</strong></p><p>The Strategic Planning and Partnerships Intern will be an integral part of the team responsible for generating and delivering insights that drive performance improvements and enable data-driven decision making across our Life &amp; Annuity Operations. This role offers hands-on experience in operational analysis, vendor strategy support, and the use of a range of data sources, analytical tools, and visualization software to support strategic initiatives and day-to-day team operations.</p><p><strong>RESPONSIBILITIES: </strong></p><p>In this role, you will:</p><ul><li>Conduct ad hoc analyses to address key business questions and uncover actionable insights.</li><li>Support the development and enhancement of capacity modeling by connecting operational volume, expense data, and service levels.</li><li>Assist in the monthly reporting and forecasting process, with a focus on unit cost performance and key operational drivers.</li><li>Create insightful visualizations of the data that include findings from deep dive analyses and actionable recommendations that focus on our key operational goals.</li><li>Analyze and manipulate data to produce accurate performance metrics, including measures of efficiency, scalability, and quality.</li><li>Contribute to process improvements by standardizing and automating reporting tools and dashboards.</li><li>Collaborate with financial and operational analysts to strengthen our expense analytics capabilities and community.</li></ul><ul><li>Assist in monitoring vendor service levels and turnaround times, helping track adherence to contractual obligations.</li><li>Support analysis of vendor invoices, costs, and volume trends to ensure alignment with business and operational goals.</li><li>Contribute to vendor performance reviews by preparing summary data and observations.</li><li>Participate in cross-functional meetings to observe how vendor relationships are managed, and escalations are resolved.</li></ul><p><strong>QUALIFICATIONS: </strong></p><ul><li>Currently pursuing a degree in Finance, Accounting, Business, or a related field.</li><li>Strong communication skills with the ability to collaborate effectively across operational teams.</li><li>Experience with data visualization tools such as Tableau is preferred.</li><li>Knowledgeable in Microsoft Office, especially Excel.</li></ul><p><strong>HOW YOU SHOW UP</strong><em>: </em></p><ul><li>A self-starter who takes initiative, embraces challenges, and learns quickly.</li><li>Strong interpersonal &amp; communication skills.</li><li>Highly organized with strong attention to detail.</li><li>Naturally inquisitive and willing to independently seek out knowledge, ask relevant questions and clearly formulate and articulate opinions.</li><li>Comfortable working in a dynamic, evolving environment and navigating ambiguity with confidence.</li><li>Capable of managing multiple priorities and meeting deadlines effectively.</li></ul><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 2-Aug 7) with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout the program</li><li>Access to mentors (former program participants)</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>

National Life Group

Operational Finance Intern - Summer 2026

<p><strong>Affiliated Distribution Channel Intern- Summer 2026</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>The National Life Group Internship Program was developed to provide real workplace learning and growth opportunities for undergraduate students. Over the years the program has provided students with the opportunity to engage in meaningful, career-relevant work at National Life Group in preparation for full-time employment.</p><p></p><p><strong>RESPONSIBILITIES: </strong></p><p>At National Life Group, we are a mission-driven and purpose-filled business. For us, the cause of what we do is as important as the products we sell.</p><p>As we celebrate our 177th anniversary, we are still young at heart in the way we think and act all aimed at keeping our promises to provide families with stability in good times and in bad.&nbsp; We are also one of the fastest growing insurance companies with incredible growth over the past 10 years and our innovative culture is paving the way for future advancement in the years to come.</p><p>At the Affiliated Distribution Channel, we are focused on increasing the productivity of our agents, attracting talented leaders, strengthening our current leadership bench and broadening our reach into new markets.&nbsp;&nbsp;</p><p>We are seeking an Affiliated Distribution Channel Intern to join our team for the summer.&nbsp; You will be a partner with team members to support our efforts on a variety of projects, programs, and experiences across the channel.&nbsp; Specifically, you will:</p><ul><li>Coordinate logistics for training events, leadership programs, and other in-person development opportunities.</li><li>Collect and assess learning evaluation results and tracking metrics.</li><li>Support development of internal marketing and communication plans to promote and raise awareness for programming and initiatives.</li><li>Assist our Key Account Managers who work to support our agents’ sales activities.</li><li>Partner with cross-functional teams to conduct business analytics and industry research, transforming data-driven insights into strategic opportunities that support shared goals and drive informed decision-making.</li><li>Assist with the market research on various markets we are looking to open.</li><li>Participate in special projects and perform other duties as assigned.</li></ul><p>You will learn the following as part of their internship experience:</p><ul><li>Gain practical knowledge of how sales enablement skills are important to the success of an organization.</li><li>Gain knowledge of how team capabilities (strategy, program development and delivery) support business outcomes and company mission.</li><li>Understand the importance of market research as it relates to strategic business decisions.</li><li>Development of practical skills and knowledge of various training programs are delivered.</li></ul><p><strong>QUALIFICATIONS: </strong></p><ul><li>Pursuing Undergraduate degree in Marketing, Communications, Psychology or Business Management.</li><li>Minimum overall GPA of 3.00</li><li>Computer Skills: Microsoft Excel, Microsoft Power Point, and Microsoft Word</li><li>Excellent written and verbal communication skills.<br><br></li></ul><p><strong>HOW YOU SHOW UP</strong><em>: </em></p><ul><li>High degree of reliability in completion of tasks on a timely basis.</li><li>You are prepared, responsive, and eager to learn.</li><li>Interpersonal communication skills.</li><li>Excellent organizational skills and attention to detail</li><li>Strong analytical skills; Reconciliation and problem-solving skills</li></ul><p></p><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 2-Aug 7) with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event</li><li>Presentation skills coaching sessions</li><li>Lunch-and-Learn Series—weekly business acumen and skill classes delivered by company leaders</li><li>Access to mentors (former program participants)</li><li>Paid time off to volunteer and make an impact in your community</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>

Affiliated Distribution Channel Intern- Summer 2026

<p><strong>Internal Audit Intern - Summer 2026</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 over 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>POSITION SUMMARY:</strong></p><p>The NLG Audit team is looking to hire two summer interns. NLG Audit interns are part of a diverse and dynamic team of accounting, audit, IT and life insurance professionals. You will gain a foundational understanding of the Audit process, including risk assessment, internal control identification and testing techniques. Our team works across all levels and functions in the organization to ensure the integrity of the financial statements and company processes.</p><p><strong>RESPONSIBILITIES: </strong></p><p>Specific tasks to be performed throughout the summer include:</p><p>Test controls as part of the Model Audit Rule Program (MAR). The Interns will execute test plans of key controls through inquiry, observation, examination, and/or re-performance under the supervision of the Audit team. This will include obtaining the appropriate control documentation and documenting test results according to Internal Audit testing standards.</p><p>Perform Direct Assistance work for NLG’s financial auditors (PwC) – The Interns will be responsible for executing an audit program. This will include obtaining the data from the applicable administrative and financial systems and perform procedures to ensure the completeness and accuracy of the data as noted in the audit program.</p><p>Assist the Internal Audit Department in performing risk and control analysis on various business processes. The Interns will be responsible for setting up meetings with departments, updating the documentation, helping to analyze risk and risk conclusions, mapping risks to the appropriate controls, and reviewing controls to ensure that they are meeting applicable standards.</p><p><strong>QUALIFICATIONS: </strong></p><ul><li>Strong interpersonal skills</li><li>Highly motivated and self-directed</li><li>Able to work independently within established timeframes</li><li>Ability to think strategically and respond tactically in a dynamic environment</li><li>Well organized and able to handle multiple priorities at one time</li></ul><p><strong>HOW YOU SHOW UP</strong><em>: </em></p><p>The most important trait you must possess is intellectual curiosity. We want you to learn as much as possible, and the best ways for you to do that is to keep asking the “why” questions and knowledge seeker. In addition, we expect professionalism, a proactive approach to the position, excellent organization skills, ability to manage multiple assignments, and strong written and communication skills.</p><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 2-Aug 7) with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event</li><li>Presentation skills coaching sessions</li><li>Lunch-and-Learn Series—weekly business acumen and skill classes delivered by company leaders</li><li>Access to mentors (former program participants)</li><li>Paid time off to volunteer and make an impact in your community</li><li>Competitive candidates will be invited to participate in an interview for a full-time position at the end of the summer internship.</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>

Internal Audit Intern - Summer 2026

<p><strong>Sr. Associate, Loan Servicing</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h5><strong>Company Summary</strong></h5><p>National Life Capital Management, the investment management company of NLG, manages approximately $40+ billion in AUM.&nbsp; Our purpose is simple – to allow NLG to keep its promises.&nbsp; How we do this – an obsessive focus on delivering investment results.&nbsp; We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates.&nbsp; While our process is based on rigor, our culture is based on our guiding principles: meritocracy, uncompromising transparency, intellectual honesty, performance driven learning, and the relentless pursuit of excellence.&nbsp; These principles serve as the foundation of our team.&nbsp; They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision.&nbsp; We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors.&nbsp; The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded.&nbsp; Our pursuit of excellence is unwavering.</p><h5><strong>Role Summary</strong></h5><p>The Sr. Associate, Loan Servicing provides leadership and functional expertise to perform a wide variety of tasks related to commercial and multifamily loan servicing according to established policies, procedures and regulatory guidelines, thus assuring overall quality and integrity of NLG’s commercial loan portfolio.&nbsp; This individual will work closely with originators throughout the life cycle of a transaction and must be able to effectively interact with multiple stakeholders (originators, credit, accounting, operations, and legal).&nbsp;</p><p>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><ul><li>Serve as the primary point of contact for the main loan servicer and sub-servicer, and as a secondary point of contact for borrowers, ensuring all inquiries and concerns are addressed promptly and effectively.</li><li>Analyze loan documents to evaluate structural features and apply appropriate concepts to Asset Management requests.</li><li>Perform independent, ongoing loan surveillance and asset management to ensure compliance with loan terms and property performance; review balance sheets and cash flow statements, re-underwrite loans as needed, and escalate material findings or changes in asset condition to the broader team.</li><li>Manages draw requests for funds held back for capital improvements, leasing, and other asset management activities.</li><li>Actively manage the asset management report by promptly responding to correspondent servicer requests, including reserve disbursements, lease approvals, prepayment premium calculations, SNDA reviews, insurance waiver requests, master lease releases, and other post-closing obligations.</li><li>Ensures borrower is performing as expected in accordance with the loan terms and conditions.</li><li>Responsible for compilation of various corporate reporting needs, e.g. monthly delinquency reporting.</li><li>Provide accurate and timely monthly, quarterly and annual data on the CML portfolio, highlighting portfolio composition, activity, risk exposure, and performance.</li><li>Work closely with internal and external auditors and Investment Accounting to provide accurate and detailed portfolio accounting.</li><li>Update and distribute the annual loan review template to correspondent servicers and analyze the property performance upon receipt of the completed form when returned throughout the year.</li><li>Provide updated loan collateral value for each loan in the portfolio and review each loan with origination team and Head of Asset Management with particular focus those loans requiring heightened surveillance due to such things as increasing vacancy, major lease expirations, and declining NOI.</li><li>Monitor loans on the surveillance list by collecting and analyzing property financials and preparing monthly and quarterly reports to proactively manage portfolio risk.</li><li>Work with Investment Strategy and Investment Accounting teams by communicating new loan applications to assign segments, provide new loan number and set up transactions in Cash Management and CML software database.</li><li>Participate in industry surveys by providing origination activity and portfolio performance to the MBA, ACLI, and rating agencies.</li><li>Respond to Ad Hoc data requests from NLG Capital, Investment Accounting, and other projects as necessary.</li><li>All other duties as assigned.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>Bachelor’s degree required with at least 5 years of commercial mortgage loan experience.</li><li>Knowledge of commercial business and real estate lending terminology and documentation.</li><li>Strong math skills required to calculate and interpret complex interest related calculations.</li><li>Ability to read and interpret loan documents.</li><li>Ability to compose reports and correspondence.</li><li>Detail oriented and highly organized</li><li>Strong verbal and written communication skills</li><li>Team player with good interpersonal skills</li><li>Proficient in Microsoft Word, Excel, and Power Point</li></ul><h5><strong>Preferred Qualifications</strong></h5><ul><li>Curiosity to ask what could (or should) be the next step given the circumstances.</li><li>Results-driven mindset.</li><li>Thrives in an 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 they do not know.</li><li>Love of learning – comfortable in an organization that seeks to continually learn from its failures and successes to drive better investment decisions.</li><li>Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations – finds answers and solutions, a problem solver.</li></ul><h5><strong>Benefits &amp; Compensation</strong></h5><p>National Life offers a competitive total rewards package which includes your base pay, bonus opportunities, a comprehensive benefits package, and time off programs to help you recharge and meet your personal and family needs.&nbsp;</p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li><li>The starting base pay range for this role is $72,000 - $105,000. Actual compensation will vary and may be above or below the range based on several factors including your qualifications, skills, competencies, and experience.&nbsp;</li><li>Base pay is just one component of our competitive total compensation package. Other compensation may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp;</li></ul><br><br><h6>In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Sr. Associate, Loan Servicing

<p><strong>Business Solutions Project Delivery Manager</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>Role Summary</strong></p><p>The Business Solutions Project Delivery Manager is a member of the Business Architecture team responsible for the successful delivery and integration of new products, services, systems or processes for projects of small to medium scope.</p><p>This role works closely with cross-functional teams including IT, PMO and business units to translate organizational strategy into actionable plans. In close collaboration with stakeholders and internal partners the Delivery Manager will support the definition of the purpose statement, guiding principles, success metrics and business capabilities that serve as inputs to the project scope and solution design.</p><p>This role may participate in soliciting a request for proposal and related vendor due diligence needed to select a supplier partner. Whether the preferred solution is a buy or a build the Delivery Manager is responsible to ensure that chosen solution aligns to the customer value proposition underpinning the business goals.</p><p>Once the solution has been identified the Delivery Manager plays a key role in establishing the detailed project plan that informs both timeline and budget. This may require inputs from multiple supplier partners and/or various project teams to create a comprehensive plan. This role will work closely with PMO to capture business requirements and resources needed to develop, test and implement the solution.</p><p>In summary, the Delivery Manager will engage with stakeholder groups and supplier partners to ensure that business goals are understood, the project plan reflects what must happen to achieve the goals and execution of the plan meets quality standards, delivered on time and within budget.</p><p><strong>Essential Duties &amp; Responsibilities</strong></p><p>Plays a primary role representing business interests throughout the full delivery lifecycle from concept and planning through execution and final delivery.</p><p><strong>Stakeholder Management:</strong></p><ul><li>Participate in defining the purpose statement, guiding principles and success metrics for the project.</li><li>Engage stakeholders to define business capabilities needed to achieve business goals distinguishing those that are a must have from those that are nice to have.</li><li>Support the convergence of divergent thinking ensuring alignment to business goals.</li><li>Apply the guiding principles and success criteria to guide and influence decisions.</li><li>Establish a regular cadence for communication and status updates.</li><li>Leverage Business Process Analysts to evaluate existing processes and collaborate with business unit to identify opportunities to optimize efficiency and effectiveness.</li><li>Support change management activities as required.</li></ul><p></p><p></p><p></p><p><strong>Project Planning:</strong></p><ul><li>Participate in defining business focused selection criteria in support of request for proposal (”RFP”) and vendor due diligence efforts and work with business unit to formulate questions for each criteria.</li><li>Collaborate with PMO and IT to break down business capabilities into components and outcomes that will inform the business requirement document.</li><li>Ensure that project scope aligns to the business goals.</li><li>Participate with internal and external partners to co-design elegant solutions.</li><li>Support the creation of detailed project plans, milestones, timelines and capacity plans.</li></ul><p></p><p><strong>Project Execution:</strong></p><ul><li>Lead day-to-day project activities as key decision maker, providing continual guidance to the development and testing teams.</li><li>Maintain a high standard of quality in project delivery by ensuring that deliverables meet business requirements and technical specifications.</li><li>Provide sign off that deliverables meet the acceptance criteria.</li><li>Participate in the identification and assessment of project risk. Develop mitigation plans and proactively address potential challenges to maintain project momentum.</li><li>Collaborate with PMO to build monitoring and oversight into the governance structure tracking progress against deliverables, reviewing performance metrics and identifying potential issues.</li></ul><p><strong>Post Delivery Support:</strong></p><ul><li>Work with IT to ensure a structured handover process for ongoing support including knowledge transfer and incident management.</li><li>Maintain stewardship of the systems supporting optimization and general maintenance activities.</li><li>Shepherd the exploration of continuous improvement opportunities, regulatory change, new service offerings etc.</li></ul><p></p><p><strong>Minimum Qualifications:</strong></p><ul><li>Bachelor’s degree in business, finance, computer science, information systems or other related fields</li><li>Minimum five (5) years of experience in product management and/or technology integration with a proven track record of delivering medium to large scale transformations in complex, cross-functional organizations</li><li>Strong interpersonal skills with a focus on rapport building, active listening and appreciative inquiry building trusted relationships with stakeholders and partners</li><li>Willingness to dig deep and develop working knowledge of business operating model, processes and enabling technology</li><li>Strong analytical skills with the ability to interpret data and trends, diagnose problems and recommend action plans to resolve issues</li><li>Experience writing business requirements</li><li>Highly skilled in communicating information concisely and effectively to internal/external partners and stakeholders</li><li>Demonstrated ability to perform a retrospective analysis, learn and apply the knowledge to improve business performance</li><li>Demonstrated ability to recognize risk and develop mitigation strategies</li><li>Proven track record of making timely decisions based on facts, circumstances and needs of the business</li><li>Display rigor, persistence and positivity in a highly collaborative atmosphere</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>Master’s degree in business, finance, computer science, information systems or other related fields</li><li>Life &amp; annuity industry knowledge</li><li>Project Management Professional (PMP) certification</li><li>Professional SCRUM Product Owner (PSPO) certification</li><li>Six Sigma certification</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>

Business Solutions Delivery Manager

<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>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>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>

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