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<p><strong>Policy Tax Representative I</strong></p><p><strong>Summary</strong></p><p>Incumbent will be responsible to&nbsp;input and quality checkthe tax reporting on all policy-based disbursements, including surrenders, death claims, 1035 exchanges, policy changes and lapses.&nbsp; In addition, you will perform calculations and updates to our tax reporting system for each disbursement and&nbsp;facilitate&nbsp;the mailing of tax forms, including audit controls.&nbsp;</p><p><strong>Key Responsibilities</strong></p><ul><li>Inputting and quality checking&nbsp;the tax reporting upon insurance, annuity, and pension distributions</li><li>Taxpayer identification number processing to comply with IRS guidelines</li><li>Calculate cost basis and gain for all policy and annuity disbursements and exchanges</li><li>Facilitate&nbsp;all tax importing and tax form production</li><li>Facilitate&nbsp;annual mailings to clients to comply with IRS guidelines</li></ul><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree in related discipline a plus</li><li>Mathematical calculation skills, analytical skills and experience preferred.</li><li>Must be able to comply with IRS deadlines.</li><li>2-5 years of business experience in the life and annuity industry preferred</li><li>Demonstrates customer focus and a keen appreciation for the needs and interests of our clients</li><li>Proficient in the use of Microsoft Office Suite (Word, Excel, Outlook)</li><li>Strong written and verbal communication skills and effectiveness in a collaborative work environment</li><li>Attentiveness to detail and the ability to work independently under pressure</li><li>Demonstrates commitment to expanding personal knowledge of life insurance operations (ex., successful completion of LOMA courses – 280/281 &amp; 290/291)</li><li>Ability to pass a background check&nbsp;that may&nbsp;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 Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Policy Tax Representative

<p><strong>THE COMPANY </strong></p><p>For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.</p><p>As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America’s Main Streets: “To Do good in our communities and with the individual families we serve.”</p><p>NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team.&nbsp; They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision.&nbsp; We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders.&nbsp; Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.</p><p><strong>THE POSITION</strong></p><p><strong>Position Title&nbsp; &nbsp; &nbsp;</strong>Derivatives Strategist</p><p><strong>Position Summary &amp; Responsibilities</strong></p><p>NLG Capital seeks a Derivatives Strategist to join our Hedging team. You will play a pivotal role in executing our hedging strategy across all asset classes, ensuring the financial security of the company.</p><ul><li>Oversee and execute&nbsp;timely and accurate&nbsp;derivative transactions (options, futures, rates, and CDS) to implement the hedging program effectively.</li><li>Employ derivative strategies to&nbsp;achieve NLG's goals and objectives, fostering financial stability and growth.</li><li>Proactively recommend&nbsp;innovative execution strategies&nbsp;to enhance the firm's financial performance.</li><li>Develop, implement, and refine&nbsp;market risk management (hedging) strategies, tools, and controls, safeguarding the company's financial position.</li><li>Ensure&nbsp;trade specifications are precise&nbsp;and instruments are&nbsp;accurately reflected&nbsp;in the hedging system, maintaining data integrity.</li><li>Utilize&nbsp;derivatives trading platforms&nbsp;to execute trades that hedge equity market exposure within our insurance products.</li><li>Foster&nbsp;real-time market awareness&nbsp;among the investment team, aligning market opportunities with portfolio objectives.</li><li>Manage relationships with&nbsp;public and private sell-side counterparties, representing NLG's interests and securing optimal access to trading desks.</li><li>Collaborate with the team to maintain a framework for&nbsp;informed risk exposure and assessment.</li><li>Monitor&nbsp;credit, liquidity, and market risks&nbsp;to support risk management and balance sheet valuation activities.</li></ul><p><strong>THE PERSON</strong></p><p><strong>Pivotal Experience &amp; Expertise</strong></p><ul><li>Direct experience developing and executing derivative strategies that address the unique nature of the assets and liabilities of an insurance company.</li><li>5+ years of experience in a hedging, market risk, quantitative analytics, or a related field.</li><li>Proficient in Excel/VBA, SQL, Python, Tableau, and Bloomberg.</li><li>An in-depth knowledge of capital markets, derivatives modeling, and valuation techniques.</li><li>Required: Bachelor’s degree in finance, mathematics, economics, computer science, or a related quantitative field.</li><li>Preferred: Master’s degree (or foreign equivalent) in quantitative / mathematical finance, statistics, economics, computer science, engineering, or a related field.</li><li>Experience in an insurance company a strong plus but not required.</li><li>Data analytics and/or programming experience is helpful but not required.</li><li>Experience with relative value.</li></ul><p><strong>Cultural Fit</strong></p><ul><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><li>Comfortable 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 the firm.</li><li>Commitment to our mission – keeping our promises, vision – to bring peace of mind to everyone we touch and values – Do good. Be good. Make good.</li></ul><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>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-KV1<br>#LI-Hybrid</p>

Derivatives Strategist

<p><strong>THE COMPANY </strong></p><p>For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.</p><p>As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America’s Main Streets: “To Do good in our communities and with the individual families we serve.”</p><p>National Life Capital Management, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team.&nbsp; They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision.&nbsp; We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders.&nbsp; Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.</p><p><strong>THE POSITION </strong></p><p><strong>Position Summary and Responsibilities</strong></p><p>As a member of the Hedging team, the Senior Hedging Associate is a key member in the implementation, analysis, and oversight of NLGroup’s hedging program. This individual assists in quantifying our exposures, communicating hedging results, and driving analytical projects aimed at optimizing our hedging strategy. They are involved in designing, advocating for, and implementing models that draw from the quantitative finance and derivative pricing disciplines.</p><ul><li>Contributing toward development, monitoring, and execution of NLG’s hedging strategy across all asset classes and product types.</li><li>Key member of team responsible for the production for our daily/weekly/monthly hedging processes.</li><li>Design, implement, and maintain tools used to support the monitoring of daily hedge sensitivities.</li><li>Take a lead role in hedging related analytical projects and initiatives.</li><li>Identify opportunities to create additional value in our hedging program by conducting pertinent analysis and designing tools purpose-built to solve hedging problems.</li><li>Partner with internal stakeholders across NLG to frame problems and build solutions that consider a range of consideration and help to drive value creation.</li><li>Communicate hedge effectiveness and portfolio sensitivities to internal stakeholders.</li><li>Build and maintain system for producing daily hedging performance attribution reporting.</li><li>Build Tableau dashboards for automated communication of hedging results and analysis.</li><li>Identify areas of irregularity and mismatch within the hedging portfolio; investigate, identify roots causes, and recommend mitigation solutions.</li><li>Partner with the NLG Capital trading team to facilitate the trade execution process; ensure that trades are properly specified, and instruments are accurately reflected in our hedging system.</li><li>Conduct business analysis for proprietary hedging system; partner with internal teams to ensure that hedging needs are understood.</li><li>Perform research on potential hedging strategies using various modeling techniques (e.g. historical back testing).</li></ul><p><strong>THE PERSON</strong></p><p><strong>Pivotal Experience and Expertise</strong></p><ul><li>4+ years of experience in a hedging, market risk, quantitative analytics, or a related field, preferably with direct experience developing and executing derivative strategies that address the unique nature of the assets and liabilities of an insurance company</li><li>Proficiency in Excel/VBA, SQL, Python, Tableau, and Bloomberg</li><li>An in-depth knowledge of capital markets, derivatives modeling, and valuation techniques</li><li>Required: Bachelor’s degree in finance, mathematics, economics, computer science, or a related quantitative field</li><li>Preferred: Master’s degree (or foreign equivalent) in quantitative / mathematical finance, statistics, economics, computer science, engineering, or a related field</li><li>Experience with CDS or TRS</li></ul><p><strong>Cultural Fit</strong></p><ul><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><li>Comfortable 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 the firm</li><li>Commitment to our mission – keeping our promises, vision – to bring peace of mind to everyone we touch and values – Do good. Be good. Make good.</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>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-KV1<br>#LI-Hybrid</p>

Senior Associate, Hedging

<p><strong>External Wholesaler (Life and Annuity Distribution)</strong></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>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; Following your first year of employment, your compensation will move to a fully variable model with a monthly draw and quarterly incentives.</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>

External Wholesaler ( Spanish Speaking)

<p><strong>Company Summary</strong></p><p>For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.</p><p>As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America’s Main Streets: “To Do good in our communities and with the individual families we serve.”</p><p>NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team.&nbsp; They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision.&nbsp; We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders.&nbsp; Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.</p><p><strong>Role Summary</strong></p><p>The Head of Investment Analytics is responsible for leading the development and delivery of critical balance sheet analysis, investment performance reporting, analytics, and data-driven insights to support NLG Capital’s broader strategic objectives. The ideal candidate will have a strong track record of success in leading teams and projects, as well as deep experience in balance sheet construction, investment analytics, performance measurement, and capital optimization.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Spearhead the design and execution of robust analytics frameworks focused upon key insurance-specific metrics (e.g. investment income, capital utilization, earnings growth) to ensure optimal balance sheet construction. &nbsp;</li><li>Develop and implement processes for portfolio analysis, investment performance reporting, and analytics that focus on what is most relevant to a general account mandate.</li><li>Conduct balance sheet construction and asset allocation analysis to evaluate the risk-reward tradeoffs across the portfolio, providing actionable insights on key metrics including income, earnings generation, risk profile, and capital efficiency.</li><li>Develop a robust performance evaluation framework that spans the entirety of our investment process, evaluating investment performance through the lenses most relevant to NLG Capital as an insurance investment manager.&nbsp;</li><li>Conduct capital optimization exercises, balancing strategic objectives with regulatory and balance sheet constraints and ensuring efficient capital usage across entities.</li><li>Support the implementation and execution of NLG Capital’s risk management framework across the overall portfolio and within each of our individual strategies and mandates.</li><li>Conduct asset analysis related to reinsurance strategies, assessing the investment considerations and impacts of various solutions to ensure strategic alignment with the firm's overall objectives.</li><li>Oversee the creation of robust analytics and reporting platforms that deliver timely, transparent insights into portfolio performance, positioning, and risks.</li><li>Responsible for the firm’s data architecture and data governance standards.</li><li>Participates in special projects and performs other duties as assigned.</li></ul><p><strong>Minimum Qualifications</strong></p><ul><li>10+ years of experience in investment analytics, with a proven ability to leverage data to influence strategic decision-making in asset management.</li><li>Degree in finance, business, computer science, economics, mathematics, statistics or other quantitative field of study.</li><li>Relentless desire for understanding how processes and technology works; creativity in solving unconventional problems, entrepreneurial drive to learn new skills and technologies.</li><li>Expertise in Python, R, or similar languages, with practical experience in data analysis, statistical techniques, and machine learning applications.</li><li>Experience working with large data sets and analytics used for investment workflows.</li><li>Excellent verbal and written communication skills, capable of presenting complex analytics in clear, actionable terms.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Significant experience in insurance asset management or within an insurance solutions platform, with a deep understanding of constraints such as regulatory capital, ALM, and insurance-specific considerations.&nbsp;</li><li>Deep understanding of balance sheet management and capital optimization within insurance portfolios, including a solid grasp of regulatory frameworks (e.g., ALM, RBC).</li><li>Expertise in designing and implementing data governance frameworks that ensure consistent, high-quality data for investment decision-making.</li><li>Advanced degree in finance, business, or a related quantitative field of study</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. Check out the BENEFITS of a Career at National Life!</li><li>The base salary range for this position is 175k-225k. We are open to varying levels of experience.</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>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-KV1<br>#LI-Hybrid</p>

Head of Investment Analytics

<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) -&nbsp;Bilingual -&nbsp; Spanish</strong></p><p><em>This role is not eligible for sponsorship.</em></p><p>You’re encouraged to apply if you are:</p><p><strong>Energetic and Passionate: </strong>Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.</p><p><strong>Competitive go-getter: </strong>Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.&nbsp;</p><p><strong>People Person: </strong>Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.</p><p><strong>Relationship Builder:</strong> You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.&nbsp;</p><p><strong>Growth Driven</strong>: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.&nbsp;</p><p><strong>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay and outstanding health, wellness, and insurance benefits</li><li>Formalized training program to position you for success</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Provide sales support for an external wholesaler (Field Leader).</li><li>Promote Life and Annuity products through webinars and inbound/outbound calls.</li><li>Manage inbound calls</li><li>Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents</li><li>Manage and execute effective outbound call campaigns</li><li>Be skilled at presenting in both small and large group settings</li><li>Capture all activity and agent profile information into Salesforce.com</li><li>Perform other duties as required</li></ul><br><br><ul><li><strong>Requirements:</strong></li><li>1-3 years financial services experience (preferred)</li><li>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><p><em>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.</em></p><p><em>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</em></p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p><p>Social Media Policy&nbsp;</p><p>Site Disclosure and Privacy Policy&nbsp;</p><p>#LI-BL1&nbsp; &nbsp;</p>

Spanish Speaking Internal Sales Associate

<p>&nbsp;<strong>Underwriter</strong></p><p>&nbsp;Join our quickly growing, fast-paced Underwriting team!&nbsp; We are hiring several full-time experienced Underwriters.</p><p>&nbsp;The primary purpose of all levels of Underwriting is to provide accurate and timely risk assessment and evaluation of life applications utilizing National Life underwriting policies, guidelines and insurance laws and regulations.&nbsp;</p><p>&nbsp;<strong>Key Responsibilities</strong></p><p>&nbsp;Conducts risk assessments and follows NLG Underwriting philosophies by analyzing data, using tools (e.g. medical records, prescription databases, borrowing history, credit rating etc.), and third party information (e.g. medical records, prescription databases, borrowing history, credit rating etc.) to protect NLG bottom line and maintain profitability by avoiding fines and putting good risk on the books.</p><p>&nbsp;Proactively seeks information (e.g. processes, philosophies, etc.), takes advantage of both formal and informal educational opportunities (e.g. medical and mentoring discussions, etc.) to build the foundations of a solid Underwriting career and continuously expand knowledge, skills, and abilities.</p><p>&nbsp;Coordinates and communicates (verbal and written) with internal and external constituents to gather information, gain insights, and explain Underwriter decisioning and works to build relationships in a way that demonstrates seamless service excellence.</p><p>&nbsp;Participates in interdepartmental presentations, helps with new hire training in various subjects.&nbsp; At the higher levels of Underwriting, will guide and educate others to improve Underwriting quality, capabilities, efficiencies, and output.</p><p>&nbsp;Identifies, communicates, and resolves escalations to deliver on seamless service and protect the bottom line.</p><p>&nbsp;<strong>Factors that lead to success in this role:</strong></p><ul><li>You get excited, and feel rewarded, in helping people (Customer Focus)</li><li>You bounce back from setbacks easily (Being Resilient)</li><li>You tackle tough assignments, face difficult issues, and challenge the status quo with courage</li><li>You readily and easily adapt to people and situations, using appropriate empathy (Situational Adaptability, Empathy)</li><li>You relate comfortably with different types of people and easily build rapport and long-standing relationships (Interpersonal Savvy)</li><li>You use a mixture of analysis, wisdom, experience, and judgement to make sound decisions (Decision Quality)</li><li>You can clearly convey your message verbally and written (Communicates effectively), and demonstrates strong listening skills</li><li>You use business knowledge and experience to guide actions (Business insights)</li><li>You deal constructively with problems that do not have clear answers, appropriately handling risk (Manages Ambiguity)</li><li>You are great at multi-tasking in a fast-paced, production environment and are technology savvy (web searches, MS Office, data bases, and Mainframes)</li></ul><p><strong>Minimum Qualifications:</strong></p><ul><li>Bachelor’s degree preferred, and minimum 2 years Life Underwriting experience in production-oriented environment required</li><li>Must be able to pass a background check</li></ul><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>Genuine opportunities for growth and career advancement</li><li>Full tuition sponsorship&nbsp;for completing your undergraduate and graduate degrees with University Arizona World Campus; additional $5K in annual tuition reimbursement</li><li>Paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li><li>Remote / hybrid work opportunities</li></ul><p>&nbsp;<br>&nbsp;</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 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-BL1&nbsp; &nbsp;</p>

Underwriter

<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>You’re encouraged to apply if you are:</p><p><strong>Energetic and Passionate: </strong>Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.</p><p><strong>Competitive go-getter: </strong>Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.&nbsp;</p><p><strong>People Person: </strong>Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.</p><p><strong>Relationship Builder:</strong> You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.&nbsp;</p><p><strong>Growth Driven</strong>: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.&nbsp;</p><p><strong>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay and outstanding health, wellness, and insurance benefits</li><li>Formalized training program to position you for success</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Provide sales support for an external wholesaler (Field Leader).</li><li>Promote Life and Annuity products through webinars and inbound/outbound calls.</li><li>Manage inbound calls</li><li>Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents</li><li>Manage and execute effective outbound call campaigns</li><li>Be skilled at presenting in both small and large group settings</li><li>Capture all activity and agent profile information into Salesforce.com</li><li>Perform other duties as required</li></ul><br><br><ul><li><strong>Requirements:</strong></li><li>1-3 years financial services experience (preferred)</li><li>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><p><em>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.</em></p><p><em>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</em></p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p><p>Social Media Policy&nbsp;</p><p>Site Disclosure and Privacy Policy&nbsp;</p><p>#LI-BL1&nbsp; &nbsp;</p>

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