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<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>

National Life Group

Sales Desk Manager- Internal Wholesaler Team

<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>

Internal Sales Associate (Mandarin Speaking)

<p><strong>External Wholesaler&nbsp; (Life and Annuity Distribution)</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><em>The territory for this role is flexible within the United States. </em></p><p><strong>Summary&nbsp; </strong></p><p>Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.</p><p>We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to ensure mutually beneficial relationships with an emphasis on customer service, business development, profitability, and retention. This role requires a relationship builder with a sales focus, excellent communication and presentation skills, strong work ethic, a passion for life and annuity products, and a competitive drive to succeed.&nbsp;</p><p><strong>Key Responsibilities </strong></p><ul><li>Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life and annuity sales.</li><li>Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals.</li><li>Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships.</li><li>Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations.</li><li>Support agents and agency marketers in product selection, case design, and illustration fulfillment.</li><li>Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group.</li><li>Onboard new relationships with National Life Group to quickly grow and develop business.</li><li>Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs.</li></ul><p><strong>Job Skills and Requirements </strong></p><ul><li>Proficiency in bilingual (English and Mandarin) to effectively communicate with our partners.&nbsp;&nbsp;</li><li>An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products.</li><li>Minimum 3 years industry experience in life and/or annuity product distribution. Preferred candidates will have 5+ years’ experience with a focus on indexed products and living benefits.</li><li>Preferred industry designations include CLU®, ChFC®, and CFP®.</li><li>Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions.</li><li>Excellent problem solving and communication skills (verbal and written).</li><li>Strong organization and self-management skills, including managing travel and business expenses.</li><li>Ability to travel more than 50% of your time, growing and developing new and existing agency relationships.</li><li>Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships.</li><li>History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers.</li></ul><p><strong>Compensation and Benefits</strong></p><p>This role rewards your contributions with an incentive driven compensation model that has no ceiling. In your first year, you will receive a base salary with a range of $50,000-$100,000 and are eligible for quarterly incentives. It is possible, although not guaranteed, that your first year compensation will be well in excess of your base salary depending on your performance.&nbsp;&nbsp;</p><p>In addition to the compensation structure outlined above, National Life Group 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.</p><p><strong>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</strong></p><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><p>#LI-MG</p>

External Wholesaler, Life and Annuity Distribution- Mandarin Speaking

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

Senior Accountant, Accounting Policy

<p><strong>Senior Project Manager</strong></p><p><strong>Summary</strong></p><p>The Senior Project Manager is responsible for leading, supporting and coaching teams to deliver large and complex project(s) and/or program(s) that span across one or more business units. Responsible for leading teams in driving overall delivery execution; manage resources, schedules, financials and adhere to quality and control guidelines throughout the full systems development life cycle. <strong>The ideal candidate will have financial services experience in the life insurance and annuities domain</strong>.&nbsp;</p><p><strong>Responsibilities</strong></p><ul><li>Manage strategic, continuous improvement, and transformation initiatives; effective in leading all aspects of a project and/or program to ensure timely and effective Work with multiple development methodologies such as waterfall, iterative and agile (scrum, kanban) to support project teams. Have awareness of agile techniques such as automated testing, user stories, test driven development, continuous integration, agile games, etc.</li><li>Business partner who possesses critical thinking skills in order to define practical solutions that align with strategic objectives. Understands the business needs of the project and its interaction with other projects/programs to make decisions that are in the best interest of the Ability to think creatively to drive innovation, perform situational analysis which leads to well thought out decisions.</li><li>Must establish strong working relationships with executive sponsors, business owners and stakeholders across the organization to manage expectations and project delivery.</li><li>Monitors performance and recommends schedule changes, cost or resource adjustments. Establishes and provide timely updates to the management team for each project for escalating issues, reporting and managing risks, issues and status reporting. Management of project change requests that impact scope, schedule,</li><li>Lead or coordinate project planning, including resource, staff, supply and subcontract management, progress reporting, troubleshooting and team management. Ensure that project resources are following established processes as well as participate in strengthening internal tools, artifacts and other governance aspects.</li><li>Directly or indirectly manage/mentor team members and colleagues in techniques such as leadership, methodology, tools, and people and communication skills. Able to teach many of the skills—both hard and soft—that are required for the successful planning, execution, delivery and support of projects and their products or Lead and support in the facilitation of improvement methodology to diverse audiences and tailor communication style and information.</li></ul><p><strong>Requirements:</strong></p><ul><li>Bachelor’s Degree in a related field or equivalent work experience required; Master’s Degree preferred</li><li>Project Management Professional (PMP) Certification, Certified Scrum Master, or similar certifications desired</li><li><strong>10+ years of experience in financial services required, with a strong emphasis on life insurance and annuities</strong></li><li>LOMA ALMI or FLMI designation a plus</li><li>10+ years of experience managing cross-functional projects in a matrixed environment desired</li><li>Experience in coaching and mentoring</li><li>Skilled in multiple project management methodologies (e.g., Agile/Scrum, Waterfall) desired</li><li>Must be a self-starter and able to work independently as well as collaboratively</li><li>Ability to understand, interpret, and communicate complex subject matter</li><li>Strong organizational skills and ability to thrive in a fast-paced environment</li><li>Results-oriented with excellent verbal and written communication skills</li><li>Able to interact and communicate effectively with C-Level executives and senior leadership</li><li>Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Project, SharePoint) and tools like Jira/Confluence</li><li>Must be able to pass a background check</li></ul><p>#LI-AG<br>#LI-Hybrid</p><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</h6><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>

Senior Project Manager - Life & Annuities

<p><b>Department: </b>Lending<br><br><b>Reports to: </b>Vice President of Portfolio Management<br><br><b>Direct Reports:</b> None<br><br><b>About Civic Builders:</b><br>Civic is the nation’s leading nonprofit lender and developer, bringing high-quality education to students through the development of public charter schools. Since 2002, we have supported the growth of 104 schools nationwide, educating more than 51,254 students annually with a 92% graduation rate. We offer school facility development services, access to low-cost capital, and strategic advisory services to public charter schools. Our portfolio represents $1.5 billion invested into under-resourced communities to ensure access to safe, positive, and student-centered learning environments.<br><br>In partnership with the Walton Family Foundation, Civic has created the Facilities Investment Fund (FIF) and invested over $262M to finance facilities for high-performing charter schools and networks, impacting over 15,000 students and their surrounding communities.<br><br><b>About the Position:</b><br>Civic Builders is currently seeking an Asset Manager, Portfolio and Lending to support our growing portfolio of charter school facilities &amp; loans. Reporting to the VP of Portfolio Management, the Asset Manager will manage a portfolio of charter school loans.&nbsp; The position requires strong financial acumen, project management skills and plays a critical role in monitoring the financial health of our school borrowers, ensuring regulatory compliance and maintaining strong relationships with the schools and key stakeholders.&nbsp;<br><br><b>Responsibilities:</b><br>The responsibilities of the position include charter school financial reporting; loan covenant compliance; onboarding new schools into the portfolio and maintaining ongoing relationships; reviewing and processing construction draw requests and monitoring project and budget to completion; reviewing loan agreements; collecting, reviewing and analyzing school data including financial statements, budgets, enrollment, impact metrics, insurance coverage, academic performance and growth measures.<br><br><b>Portfolio Management and Reporting:</b></p><ul><li>Monitor and evaluate a portfolio of loans, tracking financial performance and impact metrics; ensuring all reporting and financial requirements are met such as receipt of financial statements, covenant compliance certificates, enrollment reporting, charter renewals and insurance coverage renewals.</li><li>Analyze borrower financial statements and assess loan performance against underwriting assumptions identifying any issues or risks that may impact repayment.</li><li>Support loan closings, reviewing loan documents for consistency with approvals and required covenants and reporting, coordinate insurance review, and closing disbursement.&nbsp;</li><li>Review and approve disbursement requests.</li><li>Review and analyze all required reporting from borrowers.</li><li>Prepare amendment memos for any loan modifications, extensions, waivers and risk rating adjustments.</li><li>Prepare periodic portfolio monitoring reports, covenant calculations and risk rating analysis.</li><li>Identify, prioritize, and engage in problem solving including defaults and elevate as necessary if work-outs are needed. Collaborate with internal teams, other lenders, borrowers and other stakeholders on work outs.</li><li>Complete annual reviews of portfolio schools including financials, loan covenants and academic results.</li><li>Prepare outgoing reporting to various lenders, funders, and governmental agencies.</li></ul><b>Data and Compliance System Management:</b><ul><li>Maintain the compliance reporting system called Epicenter used by charter schools.</li><li>Maintain Excel based compliance trackers.</li><li>Maintain updates to the Salesforce system.</li></ul><b>Stakeholder Engagement:</b><ul><li>Hold ongoing monitoring status updates calls with charter school leadership, lenders and other stakeholders.</li><li>Establish and maintain strong and positive long term working relationships with charter school borrowers.</li><li>Prepare and present portfolio performance materials at internal meetings and for stakeholders.</li></ul><b>Loan Closings through Maturity:</b><ul><li>Perform Asset Manager functions as part of loan transactional underwriting and closing processes working with lenders and accounting teams.</li><li>Perform Asset Manager functions from closing through facility construction to maturity of loan.</li></ul><b>&nbsp;Professional Development &amp; Special Projects:</b><ul><li>Participate in networking opportunities.</li><li>Participate in training to enhance knowledge of community development finance and the charter school sector.</li><li>Contribute to internal process improvements and strategic initiatives aligned with Civic Builder’s mission.</li></ul><b>Qualifications:</b><ul><li>Bachelor’s degree required</li><li>5-7 years of relevant experience, ideally within the sectors of real estate finance, non-profit lending, or real estate development. Government, tax credit or other special funding program experience a plus</li><li>Self-starter with the ability to take the initiative, problem solve, and drive resolutions</li><li>Work collaboratively with numerous teams both internal and external</li><li>Prioritize and manage competing priorities under tight deadlines</li><li>Familiar with charter school financial statements and annual audits</li><li>Strong financial skills, able to calculate financial compliance ratios&nbsp;</li><li>Attention to detail and a high level of accuracy</li><li>Proficient in Excel</li><li>Excellent written and verbal communication skills</li><li>Experience in the charter school education sector a plus&nbsp;</li><li>Commitment to Civic Builder’s mission</li></ul><b>Work Environment, Compensation and Benefits:</b><ul><li>Civic is located in New York City and has a hybrid, collaborative work environment. Local team members, and the Asset Manager, Portfolio and Lending work at least two days in our NYC office with telework the rest of the week. We will consider remote work for someone with sufficient asset management experience.</li><li>Civic Builders offers a competitive salary commensurate with relevant work experience, and may be adjusted for cost of living based on location. The salary range for this role is $105,000 - $118,000. Actual salaries may be based on several factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications.</li><li>We want you to be well and thrive. Our excellent benefits package includes medical, dental, and vision coverage, up to 4% employer match 401(k), and generous PTO.&nbsp;</li><li>Additional benefits and perks include flexible spending accounts (FSA) and health savings accounts (HSA), short-term &amp; long-term disability insurances, group term life insurance, commuter benefits program, 12 weeks paid parental/family leave, cell phone plan reimbursement and equipment replacement, professional development reimbursement, home office setup, and social and educational outings.</li></ul><p><b>Commitment to Diversity, Equity and Inclusion:</b><br>Civic Builders believes that diversity, in all its forms, enriches society and our organization. Because we support students in the highest-need neighborhoods, we have a particular charge to understand our schools and their communities. When our staff, board, and partners reflect, value and embrace the voices and perspectives of those most impacted by what we do, we have a deeper understanding and connection to their needs and more effectively achieve our aspiration of improving lives, revitalizing communities, and helping children receive the education they deserve.<br><br><b>We are an Equal Opportunity Employer:</b><br>Civic Builders is an equal opportunity employer and welcomes candidates from diverse backgrounds and perspectives. Civic Builders provides employees with a safe and welcoming environment free of discrimination and harassment.<br><br>As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.<br><br><b>To Apply:</b><br>We encourage you to apply even if your experience is not a 100% match with the job description; we will consider people from a variety of backgrounds and career experiences. Applications will be reviewed on a rolling basis<br>&nbsp;</p>

Asset Manager, Portfolio and Lending

<p><strong>Principal Engineer, Infrastructure Engineering</strong></p><p><strong>Summary</strong></p><p>The Principal Engineer position partners with business and technical stakeholders to lead infrastructure design and integrations. This individual in this position has a proven track record of driving continuous improvement in all facets of infrastructure ecosystems. This position will lead infrastructure teams in the delivery of the infrastructure technologies and services. Effective ability to communicate, a positive attitude, and a proven track record of serving in a technical leadership role are key qualifications.</p><p>This role is a senior technical leadership position and member of the National Life Group IT Shared Services team. You will represent the infrastructure team in project initiatives, architecture design, and be a champion of operational excellence while collaborating across a vibrant technical community. We’re looking for an inquisitive individual with a passion for continuous learning, attention to detail, and a drive to follow-through. This role can be located in Dallas (Addison), TX; Montpelier, VT</p><p><strong>Key Responsibilities</strong></p><p><em>Infrastructure Delivery</em></p><ul><li>You will lead development and enhancement of automation of cloud enablement tools</li><li>You will drive implementation of the technology direction, vision, and strategy to enable Cloud technology adoption</li><li>You will lead delivery of project support as a subject matter expert in infrastructure technologies</li><li>You will help lead incident resolution and resolution of business issues</li><li>You possess the ability to communicate effectively with an appropriate level of detail to all levels within the company</li><li>You will lead identifying and managing capacity, performance, and risk</li><li>You will adhere to and promote firm Change Management, Problem Management policies and are familiar with ITIL or other formalized IT operations foundations</li></ul><p><em>Infrastructure Architecture &amp; Strategy</em></p><ul><li>You will drive innovation and encourage others to remain current on emerging technologies and development trends</li><li>You will lead the delivery of collaborative cloud solution architectures and roadmaps including architecture standards, guidelines, and industry best practices</li><li>You will lead development, design, and implementation of platform architectures that will support key software development and deployment processes</li><li>You will lead and review cloud-native and hybrid solution architectures</li></ul><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree, preferred in Computer Science; or relevant work experience.</li><li>10+ years of hands-on infrastructure experience with at least 4 years in a technical team leadership role.</li><li>4+ years of hands-on experience and knowledge working in public cloud technologies and solutions (Azure Preferred)</li><li>3+ years of hands-on experience with Kubernetes, including deploying, managing, and scaling containerized applications in production environments</li><li>2+ years of hands-on experience and knowledge of platform architectures and technologies</li><li>Open-minded with proven ability to work collaboratively with others</li><li>Show up consistently with a positive attitude</li><li>Demonstrated ability to lead in a highly matrixed, heavily outsourced organization through a combination of influence, partnership, and authority.</li><li>Ability and interest in mentoring technical staff and raising collective technical competencies.</li><li>Ability to manage change and cope with complex and ambiguous situations.</li><li>Certifications in Azure are highly desirable</li><li>Experience with OpenAI and AI Technologies are highly desirable</li><li>Broad engineering awareness of the following technical domains and expert technical expertise in at least two of the following areas –<ul><li>Virtualization Technologies (VMWare, Hyper-V, etc.)</li><li>Public Cloud (Azure, GCP, AWS, etc.)</li><li>Networking (CDN, SD Wan, Load Balancing, WAF, etc.)</li><li>Monitoring &amp; Instrumentation (New Relic, Splunk, Zenoss, etc.)</li><li>Systems Administration (Windows, Linux, Active Directory, SCCM, etc.)</li><li>Automation Technologies (CI/CD, Infrastructure-As-Code, etc.)</li></ul></li></ul><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>

Principal Engineer, Cloud Engineering

<p>Associate Actuary – Life Valuation</p><p><em>Sponsorship is not available for this role</em></p><p>JOB SUMMARY:</p><p>The Associate Actuary will be responsible for calculating, analyzing, reporting, and explaining reserves and other actuarial financial statement items for the Indexed Universal Life. The individual will monitor policyholder behavior and profitability of the business and will also provide actuarial support to recurring and special projects. The Associate Actuary is expected to have a detailed knowledge of statutory valuation requirements and advanced GAAP accounting issues for life insurance products.</p><p>RESPONSIBILITIES:</p><ul><li>Perform valuation on Life blocks with the focus on Principle-Based Reserves (PBR)</li><li>Perform experience studies, recommend assumption updates, and quantify impacts for PBR business</li><li>Conduct analysis of business trends and reserve movements</li><li>Update annual PBR report and communicate with external auditors and regulators regarding the PBR model</li><li>Support the production and oversight of reporting for reserves and other actuarial items – Statutory, GAAP, and Tax</li><li>Familiar with GAAP accounting such as FAS97 and FAS133 and clearly communicate analysis to financial reporting stakeholders</li><li>Proactively share analysis and provide insight into our business with Pricing, FP&amp;A, Inforce Management, Modeling Center of Excellence, and Tax areas</li></ul><p>Core Work Days</p><p>This position is presently onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</p><p>Minimum Qualifications</p><ul><li>FSA designation from the Society of Actuaries with a minimum 7 years of actuarial experience within the Life Insurance sector, or Career ASA with a minimum 10 years of experience within the Life Insurance sector</li><li>Bachelor's Degree in Actuarial Science, Mathematics, Statistics, Economics or related field</li><li>At least 5 years of actuarial experience within actuarial modeling or actuarial valuation &amp; financial reporting</li><li>Proficiency in actuarial modeling software (such as PolySystems, MG-ALFA, GGY-AXIS)</li><li>Skilled in database tools like SQL, DataBricks, Microsoft Access, etc.</li><li>Comprehensive understanding of actuarial valuation requirements and techniques</li><li>Proven analytical prowess and problem-solving capabilities</li><li>A proactive attitude towards continuous improvement and challenging established norms</li></ul><p>Preferred Qualifications</p><ul><li>Comprehensive understanding of actuarial governance and control frameworks</li><li>Demonstrated collaborative spirit and organizational synergy</li><li>Excellent written and verbal communication skills</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-HYBRID</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Associate Actuary, Life Valuation

<p><strong>Internal Wholesaler - Distribution (Portuguese Speaking)</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>In this role you will develop and grow business relationships with agencies and agents by acting as a subject matter expert on our products and processes and as a liaison with those individuals and entities. This involves collaborating with field leaders to design and execute against sales and marketing plans, as well as working with agency principals and agents to educate on and recommend products. In this role you will also be responsible for independently growing and developing dormant agencies/agents.</p><p>This role sits in either our Addison, TX or Montpelier, VT locations and uses virtual meeting tools to connect with field leaders, agents and agencies. There may be periodic travel to various agencies and conferences.</p><p><strong>Key Responsibilities include:</strong>&nbsp;</p><ul><li>Grow and manage a consistent and continuous new business pipeline through building relationships, developing expertise, using prospecting tools and educating agencies and agents on NLG products and processes</li><li>Establish, manage, and grow strong relationships with existing strategic accounts with large growth potential</li><li>Provide product analysis, illustration, and case design, acting as a subject matter expert for business stakeholders</li><li>Independently grow and develop dormant agencies/agents.</li><li>Recommend new products and features to agents and agencies, using knowledge of each account and its needs, markets, and goals</li><li>Develop and collaborate on account specific strategies and marketing plans to deliver growth</li><li>Onboard and educate new agents regarding NLG products and processes</li><li>Ensure ongoing communication about policy/agent activity with internal groups (new business, underwriting, contracting, etc…)</li></ul><p><strong>Qualifications</strong></p><ul><li>1-3 years industry experience in life and annuity products</li><li>Bilingual (Portuguese/English) required&nbsp;&nbsp;</li><li>Industry certifications, such as CLU, CFP or ChFC</li><li>Ability to drive growth and increase presence and market share for assigned accounts</li><li>Team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment</li><li>Excellent verbal and written communications skills</li><li>Understanding of compliance and regulatory standards for life and annuity products is preferred</li></ul><p><strong>Compensation:</strong></p><p>This role offers base salary plus supplemental sales quarterly bonus pay</p><h6>In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-MG</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

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