Associate Analyst, Distribution Finance

National Life Group; Montpelier (VT); Hybrid; USD 62,000 - 91,000; Full time

Benefits offered by this job

Benefits start day one

401(k) eligibility

Paid time off

Job summary

National Life Group in Montpelier, VT, is seeking a Distribution Finance Analyst to support financial planning, forecasting, and analytics for life and annuity sales. You will deliver timely, accurate insights to drive performance in a pay-for-performance environment.

The role requires a finance/analytics background, strong Excel and data visualization skills, and the ability to communicate complex findings clearly to non-technical partners. Hybrid onsite schedule.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Analytics, or a related field.
• Strong financial and analytical background with critical thinking.
• Excellent data organization and proficiency in Excel.
• Customer service mindset with clear communication across levels.
• Ability to act with urgency and improve processes for efficiency.

Responsibilities

• Modeling and analysis of distribution incentives and compensation programs.
• Develop forecasting tools to evaluate distribution financial health and expenses.
• Collaborate with distribution leaders to interpret data and influence decisions.
• Maintain incentive forecasting tools and program effectiveness measures.
• Partner with cross-functional teams to ensure financial consistency.

Skills

Analytical thinking

Communication

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Analytics, or a related field

Tools

Excel

Power BI

SQL

Job 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 annuity 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 Distribution Finance team is responsible for the financial health of NLG’s life and annuity sales– providing financial leadership through insights and recommendations, monitoring trends and driving National Life Group to be a culture of fact-based decision makers. This position provides financial support to key business partners across the organization including financial planning and analysis, financial and operational metrics, and financial forecasting. This is a multi-faceted project and operational support role that focuses on National Life’s selling customers. To provide an outstanding experience to our customers, it is critical that we have timely, accurate, and impactful insights and analysis. We are seeking an analyst to generate and deliver value that will drive improvements, and enable smart decision making, in a pay for performance environment. In this role you will work with a broad set of data sources, analytical tools and visualization software to help the business solve real problems and drive desired results.

A successful candidate will display strong analytical as well as interpersonal skills, and a deep interest in understanding our business. The ability to develop strong relationships with our internal and external customers fully understanding their needs, and using data to drive business impact will be paramount. This position will work as part of a team on the day-to-day enterprise distribution finance processes and have the ability to work autonomously in a fast-paced and dynamic environment.

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

• Modeling and computation of Distribution incentive and compensation programs
• Analysis and implementation of enhancements to incentive programs and compensation structures, capitalizing on behavioral drivers and achieving Distribution goals
• Partnering with Distribution to establish and maintain strong relationships with business leaders to understand their focus and related incentives. Develop a 'thinking partner' relationship with them in achieving Distribution goals, bringing modeling, data, and analysis to recommend and illuminate their decision-making
• Develop and maintain incentive forecasting and program effectiveness tools to assist in the evaluation of Distribution financial health and expense management
• Build cross-functional partnerships and collaborate with other business units throughout the organization to maintain financial consistency and awareness

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Analytics, or a related field
• Strong financial and analytical background, with the desire to think critically
• Exceptional data organizational skills, including proficiency in excel
• Caring curiosity, demonstrated in proactive & reactive solutioning, asking questions, learning this business, knowledge building connected to the outcome and the impact on others
• Acting with urgency in performance, execution, decisioning, and responsivenessFocus on quality, with the eagerness to improve and implement business processes for efficiency and control strength
• A customer service mindset with excellent communication skills, the ability to influence at all levels, and a talent for conveying complex findings in a clear and actionable way
• Demonstrated ability to present complex financial findings to non-technical business partners
• Ability to thrive in a fast-moving start-up environment, a strong team player, and excited by the prospect of taking on all tasks no matter how big or small

Preferred Qualifications

• Two or more years of experience in financial analysis, incentive or sales compensation, or distribution finance
• Experience in the insurance or financial services industry, particularly life and annuity products
• Advanced Excel skills, including financial modeling, pivot tables, and Power Query
• Experience with data visualization tools such as Power BI or Tableau
• Working knowledge of SQL or similar query tools for extracting and analyzing large data sets
• Familiarity with incentive plan design, administration, or effectiveness measurement
• Progress toward a relevant professional designation such as CFA, CPA, FLMI, or LOMA

AI Proficiency Expectations (All Roles)

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.

Core Competencies

Service Focus - Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.

Decision Making - Makes sense of complex information, critically evaluates, and creates solutions.

Results Oriented - Sets performance and personal goals; Driven to meet or exceed goals and objectives.

Plans and Aligns - Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work.

Demonstrates Learning Agility - Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly.

Establishes Relationships - Builds partnerships with others to instill trust, collaborate, and meet shared objectives.

Communicates Effectively - Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions.

Fosters Diversity - Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Supports equal and fair treatment for all.

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.

Salary Pay Range

$61,875 - $90,750 USD

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