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<h4><strong>Marketing Coordinator, Distribution Marketing</strong></h4><h4>Company Summary</h4><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><h4>Role Summary</h4><p>The Marketing Coordinator is a sales enablement partner within the Marketing and Brand Organization with the primary responsibility of assisting in the development and execution of sales programs, and marketing initiatives.&nbsp; The key responsibility of the Marketing Coordinator is to collaborate with key internal and external business partners to create and maintain sales and marketing communications and resources.&nbsp; This role reports to the Director, Sales Enablement.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Assist in the development and update of various marketing resources by partnering with both internal and external business partners</li><li>Write and edit marketing materials, articles, blog posts, and newsletters</li><li>Create and collect content that will be published in our weekly and monthly newsletters</li><li>Proactively manage an editorial calendar to ensure content is relevant based on the time of year, and key initiatives within the company and industry.</li><li>Partner with departments to develop, update, and maintain a training calendar.</li><li>Analyze and report out views and trends on all published content</li><li>Proactively connect with various business partners to identify and understand any upcoming changes, updates, or trainings that need to be communicate</li><li>Stay aware of current industry trends to ensure content is relevant and timely</li><li>All other duties as assigned.</li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelor’s degree in marketing, journalism, communications or related field</li><li>0-2 years of marketing experience</li><li>Experience using Microsoft 365, Adobe Creative Suite; proclivity to work within and maximize use of various technology and communication platforms</li><li>Excellent written and verbal communication skills</li><li>Highly organized with precise attention to detail and excellent problem-solving skills</li><li>Ability to work well independently and collaborate effectively with a team while fostering a positive work environment</li><li>Adept at working in a fast-paced environment and managing multiple projects simultaneously on deadlines</li></ul><p>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.&nbsp;</p><h4>Preferred Qualifications</h4><ul><li>Technical experience with WordPress marketing, automation and email platform and MailChimp marketing, automation and email platform</li></ul><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Marketing Coordinator, Distribution Marketing

<p><strong>AVP Business Development, Advisory Sales-Equity Services, Inc.</strong></p><p><strong>Summary</strong></p><p>The AVP Business Development, Advisory Sales is responsible for the growth of the broker/dealer and advisory business through increased training and sales support efforts. In partnership with the Business Development team, this role will work on recruiting and developing training materials and programs to drive the growth of existing advisors and be an attraction for recruiting new advisors to the firm. &nbsp;This role will also interact with existing Affiliated Agencies and Independent Channel to increase the number of Representatives using Advisory tools while growing sales.</p><p><strong>Key Responsibilities</strong></p><ul><li>Effectively promote firm’s proprietary fee based advisory platform and its growth.</li><li>Work with firm’s third-party product and advisory solution line up as appropriate.</li><li>Manage ESI Practice Management Programs</li><li>Work with SVP of Business Development to identify and develop markets for recruiting, including targeting independent relationships that fit ESI’s profile and growth plans.</li><li>Work with internal Communications and Marketing to develop the value-proposition of ESI materials for both Affiliated and Independent channels.</li><li>Actively participate in the development and execution of ESI’s Business Development Conference (BDC) and Elite Symposium (EES).</li><li>Provide expertise and partnership to internal teams to develop ESI communications, training, and other distribution-related efforts as necessary.</li></ul><p><strong>Requirements </strong></p><ul><li>Bachelor’s degree or an equivalent combination of education and experience.</li><li>FINRA License Series 7, 66 (or 65 + 63) required, Series 24 strongly preferred. Life/Health License preferred.</li><li>Minimum 10 years of relevant experience with demonstrated ability to build relationships and influence others; able to partner and interact effectively with Registered Reps, Investment Advisors, and senior leaders</li><li>Knowledge of investment products, markets, operational procedures and distribution systems, as well as FINRA and SEC regulations relating to the sale of such products/services.</li><li>Knowledge and understanding of effective training and communication techniques and strategies.</li><li>Specific understanding and experience promoting mutual funds, advisory services, and insurance products is highly desirable.</li><li>Strong understanding of effective prospecting and recruiting efforts.</li><li>Clear and concise communication and presentation skills.</li><li>Strong advocate of teamwork, performance excellence and continuous improvement.</li><li>Ability to travel approximately 30-40% of your time.</li><li>Compensation will provide a base salary + quarterly sales-based incentives with business development related growth targets</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-Remote</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

AVP, Business Development-ESI

<p><strong>Project Management Office Intern – Summer 2025</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>ROLE SUMMARY:</strong></p><p>As a Summer Project Management Intern at National Life Group, you will play a vital role in supporting our Project Management Office (PMO) team to ensure smooth and effective project delivery. This hands-on role provides a unique opportunity to work on strategic projects, build your project management skills, and gain valuable industry knowledge in the insurance field. You’ll collaborate with cross-functional teams, helping to track project progress, analyze data, and support communication efforts across departments.</p><p><strong>RESPONSIBILITIES: </strong></p><ul><li><strong>Project Support</strong>: Assist project managers with planning, executing, and closing projects, including managing project schedules, timelines, and resources.</li><li><strong>Documentation</strong>: Help maintain project documentation, such as status reports, meeting minutes, and task lists to ensure clear communication and up-to-date project tracking.</li><li><strong>Data Analysis &amp; Reporting</strong>: Compile and analyze project data to create reports that assess project progress, risks, and overall performance. Present insights and recommendations for improvements.</li><li><strong>Stakeholder Communication</strong>: Work with internal teams to gather project updates, support in preparing presentations, and assist with stakeholder communication on project status and milestones.</li><li><strong>Risk Management</strong>: Support risk identification and mitigation processes, including tracking risks, documenting issues, and updating risk logs as needed.</li><li><strong>Process Improvement</strong>: Contribute to initiatives aimed at optimizing project management processes and workflows within the team.</li></ul><p><strong>QUALIFICATIONS: </strong></p><ul><li>A rising senior currently pursuing a Bachelor’s degree in Business, Project Management, Insurance, or related field.</li><li>Strong organizational and time-management skills, with keen attention to detail.</li><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with project management tools like Asana, JIRA, or MS Project is a plus.</li><li>Excellent verbal and written communication skills, with the ability to communicate clearly and concisely.</li><li>Strong analytical and problem-solving skills with a proactive approach to identifying solutions.</li><li>Enthusiastic about learning, with a genuine interest in project management and the insurance industry.</li></ul><p><strong>HOW YOU SHOW UP</strong><em>: </em></p><p>Success within project execution demands that our practitioners deliver with both hard and soft skills. Strong candidates will have soft skills including the ability to adjust their engagement styles to build relationships and connections with collaborators, find creative and analytical ways to navigate uncertainty, and be comfortable communicating via multiple forms to land their intended messages. Critical hard skills will involve critical analysis skills, comfort in&nbsp;navigating financial and budgetary data, and an ability to be organized and follow through on tasks and activities promptly.</p><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 3-Aug 8) with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-departmental group project focused on an enterprise-wide solution presented at a&nbsp;company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout the&nbsp;program</li><li>Access to mentors (former program participants)</li></ul><p>#LI-CS<br>#LI-Hybrid</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>

Project Management Office Intern – Summer 2025

<p>The workforce coordinator for our Inbound Call Center is the primary contact at National Life Group for meeting the daily metrics of the call center as well as working with leadership on handling overall call volume. They will manage the daily skill routing for the call center, communicate with back-up representatives, and assist with call volumes as needed.</p><p>Key Responsibilities</p><ul><li>Handling daily call volume via our Avaya CMS system by changing skills and rerouting calls during peak call time frames</li><li>Tracking historical call data and assisting with forecasting future call volume and identifying staffing gaps</li><li>Working with leadership daily regarding call volumes and needed assistance throughout the day</li><li>Obtaining assistance from back-up representatives as needed to meet the daily Service Level Agreements</li><li>On a daily basis, reporting key metrics for the call center as a whole as well as individual representatives</li><li>Providing historical summaries for policyholder and agent inbound call volumes</li><li>Assist with incoming calls and other customer touch points as needed</li><li>Coordinate complex after-issue service requests with the production units, such as New Business, Contract Change, Title and Claims</li></ul><p>Requirements</p><ul><li>Bachelor’s Degree</li><li>Strong customer-centric focus</li><li>Previous Avaya CMS knowledge</li><li>Previous team lead/supervisor experience preferred</li><li>Previous Work Force Management experience</li><li>Strong people/communication skills</li><li>Ability to multi-task/handle various assignments at once</li><li>Knowledge of MS Office 2010 / Windows 7</li><li>Excellent written and verbal communication skills required</li><li>Ability to meet established deadlines; must be a self-starter and be able to work independently as well as being a team player</li><li>Ability to work in a fast-paced environment; strong organizational skills a must</li><li>Must be able to pass a background check</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Workflow Coordinator - Customer Experience Center

<p><strong>Associate Director, Product Management, ESI</strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>At Equity Services, we create confidence in the financial future of everyone we work with. As the Director of Product Management, you will lead the evaluation and implementation of technology solutions to bridge the gap between existing systems and emerging innovations. This ensures seamless integration and optimal performance across our technology platform. Your role will involve collaborating with field representatives through targeted presentations and consultations, providing insights to tailor our technology solutions to their evolving needs and ensuring the effectiveness of these solutions.</p><p>Additionally, you will work closely with our technology partners to understand their product roadmaps, provide feedback on future developments, and incorporate new features that enhance our platform’s capabilities. The successful candidate will possess strong knowledge of the wealth management industry and experience in implementing new technology solutions. You will be adept at translating complex technical requirements into clear, actionable business solutions, collaborating closely with ESI’s VP of Technology and other key stakeholders to drive the successful implementation of critical technology initiatives.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Collaborate with ESI’s VP of Technology to develop and refine the long-term technology roadmap, ensuring alignment with business goals.</li><li>Envision, evaluate, and articulate how new tech solutions can be seamlessly integrated into our existing technology platform to create the gift of time.</li><li>Cultivate and manage strategic relationships with key technology partners and industry leaders to co-develop solutions that advance our business objectives and technological capabilities.</li><li>Oversee the adoption of new technologies and custom enhancements, working closely with vendors and internal teams to ensure seamless integration.</li><li>Act as the key decision-maker on technology upgrades, identifying areas where enhancements can increase efficiency, reduce costs, or improve service offerings.</li><li>Foster collaboration across departments to ensure smooth execution and rollout of technology solutions, maintaining an open line of communication between development teams, business units, and end-user.</li><li>Promote a culture of continuous improvement by monitoring and evaluating the performance of technology solutions post-implementation, recommending further enhancements or adjustments as needed.</li><li>Partner with National Life’s IT organization and manage strategic relationships to co-develop solutions that advance our business objectives and technological capabilities.</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>Minimum of 7 years of experience in product management, technology integration, or a related field, with a proven track record of evaluating and implementing technology solutions.</li><li>Experience working in the wealth management, broker dealer, or RIA industry.</li><li>Strong background in working with complex technology ecosystems, with a demonstrated ability to integrate new solutions effectively.</li><li>Deep understanding of wealth management technology functions with an ability to identify and address deficiencies and inefficiencies.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>Bachelor’s degree in Computer Science, Information Technology, Business, or a related field. Advanced degree or MBA preferred</li><li>Prior experience collaborating with senior leadership and cross-functional teams to drive technology strategy and execution.</li><li>Exceptional project management skills, with experience overseeing multiple concurrent technology initiatives from concept through to execution.</li><li>Strong analytical mindset with the ability to synthesize data and derive actionable insights.</li><li>Excellent communication skills, with the ability to engage and influence stakeholders at all levels, including executives.</li></ul><p></p><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></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-HYBRID</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Associate Director, Product Management, ESI

<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. The ideal candidate will have financial services experience, preferably life insurance and annuity.</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 related field or equivalent related work experience required. Master’s Degree preferred.&nbsp;</li><li>Project Management Professional (PMP) Certification, Certified Scrum Master similar certifications desired</li><li>10+ years financial services desired (preferably life insurance and annuity), LOMA ALMI or FLMI a plus</li><li>10+ years 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 be able to work independently as well as being a team player</li><li>Ability to understand, interpret and communicate complex subject matter.</li><li>Ability to work in a fast-paced environment; strong organizational skills a must</li><li>Results oriented, excellent verbal and written communication skills</li><li>Able to interact and communicate with C-Level executives and senior leadership</li><li>Must be 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-CS<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

<p>Payment Center Workflow Coordinator</p><p><strong>Company Summary </strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><ul><li>Join our Customer Innovation Group to provide workforce coordination to customer-facing payment center team. This role reports to the Manager of the Life Inbound Payment Center.</li><li>The Payment Center Workflow Coordinator uses data to proactively plan for effective departmental workflow coverage to drive productivity. This teammate’s effective planning improves the seamless service experience for NLG customers and agents.</li><li>This person educates staff and management on priorities and results. This person helps the team to plan for commission runs, sales incentive plans, holidays, and changes to workforce availability (holidays, weather events, technology outages, etc.) and ensures that plans are in place to meet Service Level Agreements. This person is curious and stays closely connected to people in various roles to understand how processing times, technology investments, and process improvements will affect team productivity.</li></ul><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>This position is presently&nbsp;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).</li><li>Manages day-to-day workflow for the department and proactively adjusts resource allocations as needed to meet customer expectations and maintain service-levels.</li><li>Uses data tools to anticipate changing business needs and future planning requirements for immediate day-to-day and longer-term quarterly planning.</li><li>Independently identifies and analyzes trends which will help the unit operate more efficiently and effectively drive data-based solutions to manage performance and workflow volumes.</li><li>Participates on cross-collaborative projects between various business units, communicating and coordinating with all organizational levels, to ensure positive business momentum and effective planning.</li><li>Maintains foundational knowledge within the queues. Has mastery understanding of how work moves through queues and why.</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>3-5 yrs. of relevant work experience in a Life Insurance/Annuity/Financial services environment.</li><li>Proven track record using data to make recommendations for process change and workflow plans and present findings.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>Bachelor’s degree with business, science, or math focus</li><li>5+ years analytical roles in production environment.</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></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>

Payment Center Workflow Coordinator

<p><strong>Payment Center Customer Service Rep</strong></p><p><em>This role is located on our Vermont Campus</em></p><p><strong>Summary </strong></p><p>We will train you to work directly with customers across America to ensure they have a positive experience in understanding and optimizing their life and annuity policies with National Life Group.&nbsp; You will empower customers by providing information, help to solve important issues, and collaborates with the team to reach our full potential and achieve results. &nbsp;You will build skills that allow you to complete first-call resolution by having experience in call handling and payment processing.&nbsp; Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve.</p><p><strong>Responsibilities:</strong></p><p>Identifies, understands, and interprets customer needs, responding to a variety of questions (e.g. payment related statuses, requirements needed, policy value inquiries, product structure etc.) from a diverse group of agents, policyholders, and customers, in a high-volume inbound call environment, and implements resolutions in a way that provides quality customer service with urgency and caring curiosity.&nbsp;</p><p>Navigates multiple technology systems (e.g. mainframe, CRM, SalesForce, Five9, etc.) to research customer questions and concerns, notate the policy after each interaction, and submit work items (e.g. disbursement of money, requests, payments, etc.) to accurately service the variety of transactions that occur over the lifetime of a customer.&nbsp;</p><p>Processes payment-related transactions (e.g. inbound payments and disbursements on life and annuity policies) in accordance with expectations and is able to meet standards on quality, timeliness, and accuracy. &nbsp;</p><p>Utilizes significant product knowledge (e.g. legacy product knowledge, life insurance, annuity) to guide and educate agents on both simple and complicated requests (e.g. submitting applications, offering options, self-service, how to use technology or processes, etc.), asking questions to provide information relevant to the customer’s wants and needs.</p><p><strong>Factors that lead to success:</strong></p><p><strong>Customer Focus: </strong>You get excited, and feel rewarded in helping people</p><p><strong>Detailed-oriented with a focus on quality and timeliness: </strong>You are proud of providing quality work in a timely manner</p><p><strong>Resiliency: </strong>You quickly adapt to business needs (new information/processes, pivoting from one task to another) under pressure, bouncing back from setbacks easily</p><p><strong>Nimble Learner: </strong>You are naturally curious and eager to learn with the ability to navigate ambiguity to arrive at the answer, even when not all the information is readily available</p><p><strong>Self-Development: </strong>You take ownership of issues and instill confidence in the caller while collaborating across multiple departments</p><p><strong>Demonstrate Self-Awareness: </strong>You are empathetic and intuitively relate to others</p><p><strong>Communicates effectively/Interpersonal Savvy: </strong>You can clearly convey your message verbally and written and demonstrate strong listening skills with customers and internal teammates&nbsp;</p><p><strong>Tech-savvy: </strong>You are great at multi-tasking in a fast-paced environment and are computer savvy (web searches, MS Office and Mainframes)</p><p><strong>Collaborative: </strong>You easily build positive, professional relationships with our customers and internal stakeholders</p><p><strong>Thinks critically: &nbsp;</strong>You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change</p><p></p><p><strong>Minimum Qualifications:</strong></p><ul><li>Associates degree or higher (preferred)</li><li>You have 2+ years of professional work experience interacting with customers</li><li>Basic ability to read and interpret information</li><li>Perform arithmetic, ratios, rates and percentages</li></ul><p><strong><br>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay (starting at $21/hr.) 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></ul><p><strong>Environmental:</strong></p><ul><li>Work schedule hours: Monday-Friday 8am-7pm ET (9a-6p CT) Monday-Friday</li><li>Structured schedule, with built in breaks</li><li>Time spent on the phone speaking with customers and processing customer and agent requests</li></ul><h6>The starting rate listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life 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>

8 Project Management / Professional Services Jobs in Vermont