- Location
- Addison, TX; Montpelier, VT · Addison, TX · Montpelier, VT
- Department
- 2185 - 9182185
- Seniority
- VP
- Education
- Bachelor
- Visa
- Not sponsored
- Source
- Greenhouse
Description
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.
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.
We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.
Please note that we do not offer visa sponsorship for this position.
Role Summary
The Corporate Development area goals are to source capital efficiently and support the effective management of capital. Reporting to the VP, Corporate Development, the incumbent is responsible for supporting the identification, evaluation, selection, and execution of reinsurance/M&A opportunities and actions. The incumbent is expected to have or to develop knowledge of NLG’s current and past life and annuity products. This position requires strong organizational skills, attention to detail, and the ability to build strong relationships across the organization.
Essential Duties and Responsibilities
- Deal Sourcing and Evaluation: Assist the VP, Corporate Development and the Head of Capital Management in building and maintaining a pipeline of strategic partnerships and reinsurance opportunities through proactive efforts and inbound interest.
- Transaction Execution: Manage portions of the reinsurance/M&A lifecycle, which could include projects in sourcing and due diligence to valuation, negotiation, and final integration.
- Financial and Market Analysis: Assist in the development of sophisticated financial models and perform market analyses to support and validate business cases.
- Cross-Functional Interaction: Assist in coordinating teams from finance, legal, operations, and other departments throughout the deal process.
- Stakeholder Management: Provide support to the VP, Corporate Development as she/he serves as a key liaison in building relationships with external partners, investment bankers, advisors, and investors.
- Reporting and Presentation: Assist in the preparation and presentation of detailed business cases, investment memos, and board-level reports to senior leadership.
- Strategic Planning: Provide support in identifying industry trends and competitive landscapes to support long-term strategy.
Qualifications And Skills
- Bachelor's degree in finance, business, economics, or a related field is required. Preferred designations are FSA or FIA.
- Experience: 10+ years of relevant experience in the insurance industry, with 5+ years of relevant experience in corporate development, reinsurance, investment banking, private equity, consulting, or a related transactional role within the insurance industry.
- Insurance Knowledge: Significant knowledge of life insurance, annuities, retirement products, or other relevant insurance lines.
- Technical Skills: Proficiency in financial modeling, valuation, and due diligence are essential. Actuarial experience is a plus. Working knowledge of insurance company’s U.S. Statutory, U.S. GAAP, U.S. Tax, Bermuda/E.B.S., and other solvency financial statements.
- Leadership: Strong potential and desire to lead and develop teams.
- Communication: Track record of successfully building relationships with both technical and non-technical audiences and communicating complex information clearly to senior executives. Strong written and verbal communication skills.
- Project Management: Strong attention to detail and the ability to prioritize and manage several projects. Exhibits dedication to completing tasks thoroughly and on time, including under time pressure and outside normal working hours. Ability to view "big picture", understand broad corporate impacts, and focus on company objectives.
AI Proficiency Expectations
At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.
All applicants are expected to:
- Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
- Stay curious and open to new AI-enabled ways of working.
- Exercise sound judgment by reviewing and validating AI-generated content.
- Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles.
- Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention and intellectual property.
Benefits
- 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!
Base Pay Range. 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. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.
Additional Compensation and Benefits. 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.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
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.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
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National Life Group
1 National Life Dr
Montpelier, VT 05604
