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<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h4><p>Are you looking to begin your Compliance career with an opportunity to join Life &amp; Annuity Compliance?&nbsp; We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about Compliance and how what we do applies to other organizational processes.</p><p>The successful candidate will become part of the Regulatory &amp; Risk Guidance (“R&amp;RG”) team and will complete routine assignments to coordinate the workflow of all four Life &amp; Annuity Compliance teams and perform anti-money laundering (“AML”) transaction monitoring processes.&nbsp; In this role you will primarily communicate with your immediate supervisor, other team leaders, and peers.&nbsp;</p><p>As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey.&nbsp; The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Accountable for the daily intake, logging, and assignment determination of all incoming Life &amp; Annuity Compliance advertising requests, complaints, sales practice referrals, and fraud referrals.</li><li>Contribute to the research, analysis, solution, and response to AML transaction monitoring applying acquired skills and theoretical knowledge to standard procedures.</li><li>Use knowledge and skills for routine and ad-hoc tasks within internally established time standards.</li><li>Work under general supervision with work reviewed periodically.</li><li>Build relationships with internal peers.</li><li>Handles routine assignments and identifies the need for exception to standard practices.</li><li>Understands NLG values and Servant Leadership Tenets and actively integrates principles into daily work life.</li><li>All other duties as assigned.</li></ul><h4>Minimum Qualifications</h4><ul><li>3 years Total Combined post-secondary education and relevant work experience.<ul><li>3 or more years related work experience and a High School Diploma, OR</li><li>1 or more years related work experience and an Associate's Degree, Technical/ Trade School Certificate, or 2 or more years college-level coursework.</li></ul></li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to provide exceptional customer service through empathy, listening, and understanding client needs.</li><li>Demonstrate tact and professionalism and the ability to interact with individuals.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work in a fast-paced environment, with a high degree of accuracy.</li><li>Ability to maintain confidentiality on sensitive matters.</li><li>Strong organizational, time management, qualitative, and analytical skills.</li><li>Effectively work in a team environment, closely collaborating with multiple teams and peers.</li><li>This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul><h4>Preferred Qualifications</h4><ul><li>Basic fixed life insurance and annuity experience.</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><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$20—$29 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

National Life Group

Compliance Coordinator/Sr. Compliance Coordinator

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>About Us</h4><p>At Equity Services, Inc. (ESI), we are more than a broker-dealer. We’re a passionate team helping financial professionals and their clients create confidence in their financial future. We do this through our entrepreneurial hunger, our outside-in mindset, and a culture of real-time communication and feedback. We are part of the National Life Group family — a purpose-driven company committed to keeping our promises for over 175 years.</p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>National Life Group is seeking a qualified candidate to join its broker-dealer and Product Management team as a&nbsp;<strong>Product Management Associate</strong>. This role will focus on supporting the development, oversight, and promotion of the firm’s investment product platform with a strong emphasis on product due diligence, registered representative training, relationship management, and website content management.</p><p>The successful candidate will have a solid understanding of a wide range of investment and insurance products (including mutual funds, ETFs, stocks, bonds, alternative investments, annuities, and variable universal life), coupled with excellent research, communication, and relationship-building skills. Reporting to the Head of Product Management, the Product Management Associate will play a critical role in ensuring that ESI’s representatives are well-supported, product sponsors are effectively managed, and digital resources are kept accurate and up to date.</p><h4>Essential Duties and Responsibilities</h4><br><ul><li>Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements.</li><li>Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm’s product platform.</li><li>Oversee and continuously improve the firm’s product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite.</li><li>Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts.</li><li>Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration.</li><li>Collaborate with the Head of Product Management to prepare agendas and materials for the firm’s Investment and Product Committees.</li><li>Create clear, accurate and effective written communications and marketing materials in support of approved investment products.</li><li>Provide outstanding customer service through written correspondence, phone, and web-based support, with occasional travel to ESI offices and industry events.&nbsp;</li></ul><br><h4>Minimum Qualifications</h4><br><ul><li>Bachelor’s degree or equivalent combination of education and experience</li><li>3–5 years of experience in financial services, preferably within a Broker Dealer&nbsp;</li><li>Ability to obtain Series 7 license within 1 year of hire.</li><li>Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed</li><li>Excellent written, verbal, and presentation skills, with a high attention to detail.</li><li>Self-starter with a high degree of initiative and ability to prioritize competing task</li><li>Strong problem-solving skills with a proactive approach to finding answers and solutions with a lifelong learner mindset.</li><li>Demonstrated ability to deliver exceptional customer service and build strong professional relationships.</li><li>Ability to successfully pass a background check, including fingerprinting.</li></ul><h4>Preferred Qualifications</h4><br><ul><li>3-5 years of experience working with Registered Investment Advisors</li><li>Working knowledge of Broker/Dealer products and services</li><li>Experience creating training presentations for adult learners</li><li>Experience collaborating with Web or Marketing teams on required product updates&nbsp;</li></ul><br><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><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$72,000—$105,600 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Investment Product Management Associate, Equity Services Inc.

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>The <strong>Manager of Retirement Consultants</strong> leads a team of professionals focused on driving policyholder engagement, plan participation, and retirement readiness across the 403(b), 457(b), and 3121 plan markets. This individual blends people leadership with direct field execution, campaign development, and strategic coordination across departments.</p><p>The Retirement Consultants team plays a critical role in ensuring agents are supported and accountable for increasing policy flow, servicing plan sponsors, and maintaining high standards of participant communication.</p><p>In addition to leading the team, this role will actively be responsible for assisting with the development and management of retirement marketing campaigns, agent training, lead generation management, flow annuity suspense business management, and interaction with Agents, Plans Sponsors, and Field Leaders with an emphasis on connecting with agents and agencies to engage with policyholders and prospective clients in plan sponsor relationships.</p><p>The ideal candidate blends strategic thinking, servant leadership, and hands-on execution, aligning with National Life Group’s vision in the employer sponsored plan markets.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Provide coaching, performance management, and mentorship to a team of Retirement Consultants, driving accountability, growth, and alignment with the Retirement Business goals.</li><li>Act as a “producing” leader by engaging directly with Agents, Plan Sponsors, and Field Leaders to drive business in underperforming plans along with leading key Retirement Services initiatives like Certified Training, State Mandate, Training, and Retirement campaigns (i.e. LifeChanger or the Year, Do Good Heroes, Restart Flow, Quarterly Initiatives)</li><li>Partner with the Reporting team to identify and prioritize high-opportunity regions, plans, and agents to focus the team’s efforts on activities that drive the greatest policy flow, participation, and retention.</li><li>Oversee team workflows and adherence to process by leveraging tools like Salesforce and Tableau to monitor and improve execution of group email inquiries, leads, and follow-up protocols.</li><li>Partner with Relationship Managers, Sales Desk, Field Leaders, Advanced Sales, and Retirement Business Leadership to align consultant efforts with national campaigns, regional opportunities, and other company initiatives.&nbsp;</li><li>Measure and proactively report on individual and team performance using KPIs, dashboards, and activity tracking, continuously refining strategy and execution to meet organizational targets.</li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelor’s degree in Business, Finance, Education, or a related field.</li><li>7–10 years of experience in retirement services, annuity distribution, or financial services</li><li>3+ years in a people management or team leadership experience.</li><li>Strong knowledge of retirement plans (403(b), 457, FICA, SEP, SIMPLE, and other public sector retirement plans) and regulations.</li><li>Proficient with CRM tools (Salesforce preferred), Excel, Tableau, and project management tools.</li><li>Ability to travel (up to 25% of the time)</li></ul><h4>Preferred Qualifications</h4><ul><li>Demonstrated success coaching sales professionals or consultants.</li><li>Experience with lead generation, campaign development, and territory management.</li><li>LIMRA/LOMA, ASPPA, NIPA designations or NTSA CRES certifications, <em>willingness to obtain.</em></li><li>Retirement Plan Specialist or NTSA CRES designation.</li><li>Strong facilitation and presentation skills.</li><li>FINRA Series 6 and 63, desired</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><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$101,250—$148,500 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

3 Project Management / Professional Services Jobs in Vermont