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<p><strong>Senior Business Strategy &amp; Financial Planning Analyst</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h5><strong>Company Summary</strong></h5><p>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><h5><strong>Role Summary</strong></h5><p>The Business Strategy &amp; Financial Planning Analyst will play a key role in driving financial planning, reporting, and analysis for the Operations organization. This individual will work closely with multiple stakeholders within Operations leadership as well as counterparts in National Life’s Finance organization.</p><p>This individual will be responsible for building, maintaining, and enhancing financial models that provide critical insights to guide decision-making. This role involves collaborating closely with Operations leadership to understand business needs and ensure financial models are aligned with strategic objectives.</p><p>This is a role with high visibility and requires partnerships and communication with executive-level audiences across the company.</p><p>This position reports to the Associate Director, Strategic Planning &amp; Partnerships within the Business Architecture function.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><p><strong>Financial Planning and Analysis</strong></p><ul><li>Responsible for detailed expense planning, reporting, and analysis for the Operations organization.</li><li>Work with Operations leaders and the Finance department to establish a budget plan based on historical data, current trends, and business strategy.</li><li>Build, maintain, and analyze expense and forecast models, including headcount tracking and forecasts, to illustrate impacts of strategic opportunities and decisions.</li><li>Develop ad hoc financial models to support strategic initiatives.</li><li>Be the point person for all ad hoc analysis related to Operations expenses during the year, as a liaison between the Operations and Finance departments.</li></ul><p><strong>Monitoring and Reporting</strong></p><ul><li>Have regular check-ins with Operations leaders to track expenses against the budget plan. Monitor performance indicators, highlighting trends and analyzing causes of unexpected variances.</li><li>Communicate with department leaders to provide insight into the impact of business trends on current and future expenses.</li><li>Implement and leverage business intelligence tools and dashboard reports.</li></ul><p><strong>Strategic Analysis and Decision Support</strong></p><ul><li>Provide analytical support to our Operations organization helping drive strategic decision making. Includes analysis of business opportunities, effectiveness of programs, and cost/benefit analysis.</li><li>Engage in scenario analysis to show upstream and downstream Enterprise impacts of strategic decisions.</li><li>Analyze and illustrate opportunities and tradeoffs between resources, risk, and Service Level Agreements (SLAs).</li><li>Draw out connections between what is happening in our business and what is showing up in our expenses.</li></ul><p><strong>Leadership and Communication</strong></p><ul><li>Educate others at all levels across the organization by breaking down complex storylines, variables, or trends.</li><li>Regularly interact with VP, and C-level executives on long-term strategic recommendations, complex analysis, and challenging situations.</li><li>Focus on continuous process improvement with a customer-centric focus.</li></ul><h5><strong>Minimum Qualifications</strong></h5><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Bachelor’s degree in Accounting, Finance, or other quantitative discipline</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 5+ years of experience in Finance, Accounting or a related field</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience helping organizations manage large ($100M+) budgets</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; A healthy curiosity and passion to continually learn and improve business acumen</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Proficiency in financial modeling and data analysis</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to build and deliver executive level recommendations based on fact-based analysis</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to take initiative and think creatively to solve problems, often with limited clarity or precedence</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Strong oral and written communication skills, demonstrating the ability to turn data into insights and communicate them in a compelling manner</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Proficient skills with Microsoft Office, especially Excel and Power Point</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to deliver results in a fast-paced environment with minimal oversight</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to work well within a team environment, participate in department/team projects and balance detail with departmental objectives</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to manage multiple projects simultaneously</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Demonstrated ability to work with individuals across a wide variety of operational, functional and technical disciplines</p><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.&nbsp; Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h5><strong>Preferred Qualifications</strong></h5><ul><li>MBA or advanced degree in a related field</li><li>Experience in the life insurance industry</li><li>Experience with data visualization tools such as Tableau</li><li>Industry and/or related professional certifications</li></ul><h5><strong>Benefits</strong></h5><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

Sr. Business Strategy & Financial Planning Analyst

<p><strong>Payment Center Operations Lead</strong></p><p><strong>Summary </strong></p><p>The Payment Center Operations Lead will ensure existing policies are serviced with quality and customer results are achieved by using best practices. Will work with the department manager and other operational areas to continuously improve processes and solve complex problems. This position sets priorities for the team to ensure task completion, team accountability, coordination, and be a subject matter expert for colleagues with less experience.</p><p>The selected candidate will thrive in a very fast-paced, customer-centric environment, be data driven, highly energized, be organized and demonstrate sound judgment. During periods of diminished morale and increased work, the Team Lead will strive to keep their team engaged and motivated.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Project/Product Owner</li><li>Works with other team members and manager to ensure time service standards are met</li><li>Assists with employee engagement</li><li>Assists with coaching and mentoring</li><li>Backs up all functions within the team as needed</li><li>Maintains team training tracker and prioritizes training to mitigate gaps in team productivity</li><li>Continuously seeks means by which to improve processing times while maintaining quality</li><li>Supports and assists with daily team operations</li><li>Proactively picks up on trends/ problem resolution/ coaching/ feedback/ root cause analysis and follows up with all parties involved</li><li>Willfully and expertly resolves escalations and provides resolution status to all concerned parties</li><li>Actively distributes subject matter knowledge to team to positively impact business acumen department wide</li><li>Performs other duties as requested by management</li></ul><p><strong>Job Requirements:</strong></p><ul><li>Bachelor’s degree in related field preferred</li><li>5 years of business experience in the life and annuity industry preferred</li><li>Exceptional customer focus and a keen appreciation for the needs and interests of buying and selling customers</li><li>Comfortable speaking to groups, sometimes on short notice</li><li>Proactive and action oriented</li><li>Strong written, verbal and phone skills required</li><li>Ability to communicate effectively in a collaborative work environment</li><li>Ability to multitask while maintaining focus and diligence in a fast-paced work environment</li><li>Openness to continuous improvement</li><li>A strong commitment to driving down cycle time</li><li>Demonstrates commitment to expanding personal knowledge of insurance operations</li><li>Has completed a minimum of LOMA 281 and LOMA 291</li><li>Must work in the VT or TX corporate office</li></ul><br><h6>The base compensation range represents the low and high end of the compensation 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. 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, paid holidays, and a generous paid time off plan, as well as other benefits.</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>

Payment Center Operations Lead

<p><strong>Training &amp; Development Facilitator, Life Operations</strong></p><p>This position is responsible for delivery of learning content through suitable approaches that meet desired learning outcomes and learner needs. This person builds trusted relationships and creates an engaging learning environment. They drive learner development by actively providing feedback and learner support. The Learning Facilitator partners with business experts, performs job shadowing and collects learner feedback to continuously improve the curriculum throughout our operations team.</p><p><strong>Key Responsibilities</strong></p><ul><li>Facilitate new-hire and new-initiative training through instructor-led and virtual instructor-led sessions utilizing a variety of delivery methods specific to adult learning, using instructional techniques and formats, such as role playing, simulations, team exercises, group discussions, and facilitation</li><li>Quickly masters training content; is resourceful in consulting subject matter experts and other resources (e.g., websites, manuals, literature) to add to his/her content knowledge</li><li>Establish credibility with the audience by knowing the content area, providing relevant examples, and linking the material to the audience’s job experiences and challenges</li><li>Skillfully make the connection between learning objectives and line of business goals in the classroom</li><li>Present information in a clear, logical and organized way; knows which points to emphasize to increase learning</li><li>Actively seek evidence of audience engagement and comprehension, tailoring the training to meet differing needs, interests, and experience levels among participants</li><li>Organize, develop, and maintain training materials, handouts, and visual materials</li><li>Monitor, evaluate and record training activities and program effectiveness, recommending and developing alternative training methods to continually improve programs</li><li>Assess training needs through surveys, interviews with employees, focus groups, and/or consultation with managers, instructors, or business representatives</li><li>Evaluate, document and coach trainees' performance, through testing and role-plays, whether trainees will meet standards to successfully complete the training programs</li><li>Prepare classroom and class materials prior to class</li><li>Perform all training duties, and all other duties as required</li></ul><p></p><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree required, or five years of specific job-related experience may be substituted</li><li>Knowledge of life insurance and/or annuity products required</li><li>Related professional certification or designation is an asset</li><li>Able to communicate complex technical concepts and ideas, both verbally and in written form, clearly and accurately</li><li>Strong presentation and communication skills; ability to facilitate and present to groups of varying sizes and skill level</li><li>Strong interpersonal skills and sensitivity to deal effectively with individuals from different cultures, along with professional maturity and confidence in communicating results with peers and various levels of management</li><li>Organizational skills to multi-task, meet deadlines, and be able to work independently</li><li>A strong desire to learn new technologies, the curiosity to figure out how things work, and a passion for improving the user experience</li><li>Ability to readily adapt to an ever-changing environment</li><li>Thinks quickly on his/her feet; handle challenging questions and comments with poise and confidence</li><li>Willingness to perform other duties as assigned</li><li>Must be able to pass a background check</li></ul><h6>The base compensation range represents the low and high end of the compensation 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. 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, paid holidays, and a generous paid time off plan, as well as other benefits.</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>

Training & Development Facilitator, Life Operations

<p><strong>Securities Operations Representative</strong></p><p><strong>Summary</strong></p><p>This position is responsible for servicing registered representatives, branch office supervisors, field staff, clients and internal staff. Calls frequently involve researching discrepancies, performing in depth research and problem solving.</p><p><strong>Key Responsibilities</strong></p><ul><li>Effectively and efficiently handle high call volume regarding brokerage accounts, managed accounts and account maintenance items</li><li>Respond to questions from clients, registered representatives, and home office associates</li><li>Research and resolve problems with maintenance requests, trades and commissions</li><li>Open accounts, handle maintenance items and process transfers on the brokerage and managed platforms</li><li>Perform diligent follow up to ensure accuracy of requests processed</li><li>Enter equity, mutual fund and fixed income transactions&nbsp;</li><li>Educate registered representatives regarding Firm procedures</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelors Degree&nbsp; or equivalent combination of education and experience</li><li>FINRA Series 7 license required or ability to obtain license within 90 days of employment</li><li>1-3 years of experience in back-office brokerage operations</li><li>Demonstrated ability to perform quality work in a fast-paced environment</li><li>Must be a team player and have the ability to prioritize tasks</li><li>Strong interpersonal, communication and organizational skills</li><li>Familiarity with PCs and ability to learn new programs quickly</li><li>Maintain confidentiality of company information</li><li>Proficient in MS Office Suite, including Word, Excel, and PowerPoint &nbsp;</li><li>Ability to pass background and fingerprint check</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 Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

4 Procurement / Operations Jobs in Vermont