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.

Role Summary

Please note that we do not offer visa sponsorship for this position.

This position is a key role on our Financial Planning and analysis team. Key responsibilities include financial analysis and reporting, financial and operational metrics, and financial forecasts. These include planning for our Life and Annuity products, understanding how our products make money and explaining the results each quarter. Incumbent will also assist with other finance projects as needed, including cost benefit analysis for projects. The successful candidate will have strong analytical and communication skills and be able to build relationships across the organization.

This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

Monthly detailed expense analysis and timely reporting
Provide recommendations and pro-active solutions to address business needs
Leverage technology tools to automate and improve existing processes and reporting
Integrate benchmarking into analysis process to influence key business decisions
Metric design, reporting and analysis
Cost benefit analysis on strategic projects
Forecasting and planning for earnings and expenses
Assist with other finance related projects as needed

Minimum Qualifications

Bachelor's Degree in an applicable business field such as Finance, Accounting
Minimum of 5 years of experience in financial analysis, preferably in the insurance industry, or financial services
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Ability to manage multiple priorities in a fast paced, changing environment
Ability to work independently as well as participate effectively on teams
Excellent written and verbal communication skills
Must be authorized to work in the United States and able to pass background check for securities license

Preferred Qualifications

Experience with database tools like SQL, DataBricks, Microsoft Access, etc.
Working understanding of actuarial valuation requirements and techniques
Working understanding of GAAP & Statutory financial frameworks
Proven analytical prowess and problem-solving capabilities
Excellent written and verbal communication skills

AI Proficiency Expectation

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.