Executive Assistant - Distribution

National Life Insurance Company; Addison (TX); On-site; USD 64,000 - 94,000; Full time

Job summary

The Executive Assistant at National Life Group provides high-level administrative and project support to members of the Field Leadership Team, helping leaders manage priorities, coordinate communication, and drive key initiatives forward in support of business objectives.

The role serves as a key liaison among leaders, associates, and internal and external partners, helping ensure clear communication and strong coordination across the business.

Qualifications

• Bachelor’s degree or equivalent professional experience in an administrative role.
• Administrative experience with a proven record of supporting leadership teams.
• High level interpersonal skills for handling sensitive situations with poise and diplomacy.
• Strong verbal, written, and phone communication skills.
• Self-starter able to work with minimal supervision and exercise tact and discretion.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and rapid learning of new systems.

Responsibilities

• Provide timely and effective administrative support to the Field Leadership team.
• Coordinate schedules, travel, meetings, and presentations for leaders.
• Serve as liaison between Distribution, associates, and internal/external partners.
• Plan, prepare, and coordinate presentations and materials with Marketing & Brand teams.
• Assist with planning, documenting conversations, managing stakeholder relationships, and onboarding.

Skills

Strong communication

Discretion

Problem solving

Microsoft Office

Education

Bachelor’s degree

Administrative certification

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 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 Executive Assistant provides high-level administrative and project support to members of the Field Leadership Team, helping leaders manage priorities, coordinate communication, and drive key initiatives forward in support of business objectives.

The role serves as a key liaison among leaders, associates, and internal and external partners, helping ensure clear communication and strong coordination across the business. It manages executive schedules, meetings, travel, presentations, and follow-through on key priorities to keep work moving efficiently.

Success in this role requires strong judgment, discretion, curiosity, and a proactive mindset. The ideal candidate builds a deep understanding of the business, develops trusted relationships across the organization, and is comfortable navigating a fast-paced environment with professionalism, adaptability, and attention to detail.

This position currently offers an onsite work schedule, with the expectation that you will be 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

• Provide timely and effective administrative support to members of the Field Leadership team.
• Commit to developing a deep understanding of both channel and Company models of culture and business structures.
• Serve as liaison between Distribution and associates; act as ambassador and spokesperson to coordinate communication between Field Leaders, associates, and internal/external customers.
• Manage demanding schedules, including meetings, conferences, agendas, travel arrangements, logistics, and business travel expense reports.
• Support channel-wide communication, event coordination, and information flow.
• Plan, prepare, and coordinate presentations and related materials partnering with internal Marketing & Brand associates.
• Assist with planning, communicating, and coordinating projects, including documenting planning conversations, managing stakeholder relationships, running team meetings, and assisting with onboarding.
• Partner with directly with other Distribution administrative professionals and the Administrative Professionals Group at-large; provide backup support as needed.
• Participate in special projects and transformation teams as assigned.
• Perform other duties as assigned.

Minimum Qualifications

• Bachelor’s degree in Administration, equivalent years of job experience, or certification.
• Administrative experience with a demonstrated record of success as a leadership administrative professional.
• High level interpersonal skills to handle sensitive and confidential situations with poise, tact, and diplomacy.
• Strong verbal, written, and phone communication skills.
• Self-starter with the ability to work without direct supervision, think independently to solve problems, and make recommendations with tact and discretion.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Knowledge of a variety of software applications and the ability to rapidly learn new company-specific systems and processes.
• Ability to work in a fast-paced, ever-changing environment and manage multiple competing tasks and demands.
• Willingness and availability to work the hours necessary to meet business demands.
• Ability to complete assignments efficiently and in a timely manner with minimal supervision.
• Commitment to quality and attention to detail.
• Ability to pass a background check.

Preferred Qualifications

• Experience in the financial services industry, preferably in a life insurance company setting, or comparable industry experience.
• Experience supporting multiple leaders in a complex business environment.
• Business curiosity and initiative, including the ability to anticipate needs and prepare information for upcoming meetings.

At National Life Group, we view AI as an enablerof 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.
• Additional Expectations for AI-Forward Roles

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.

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

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

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

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

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

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.

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.

Salary Pay Range

$64,125 - $94,050 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.

Accepted file types: pdf, doc, docx, txt, rtf

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Education

School Select...

Degree * Select...

Select...

End date year

Preferred First Name

LinkedIn Profile

How did you hear about this opportunity? * Select...

Please provide any additional details related to your selected source, if applicable (e.g. referrer name, job board, event name, etc.).

What is your desired salary? *

When can you start? *

Do you have lawful authorization to work in the U.S.? * Select...

Do you now or will you in the future require any visa sponsorship by National Life Group (e.g., H-1B visa) to work at the company? * Select...

If your current employment eligibility is based on F-1 student visa optional practical training (OPT) or another nonimmigrant status (e.g., TN, E-3, etc.), will you be seeking Company support for either STEM OPT eligibility or maintenance (once your current OPT expires) or H-1B lottery registration? * Select...

Have you previously been employed by or engaged as a contractor/consultant for National Life Group? * Select...

Are you open to relocating to Montpelier, VT or Dallas, TX area(s) if you don’t currently reside there? *

Texas

Vermont

Not willing to relocate

Are you licensed with a broker dealer or have a current FINRA/SEC license? * Select...

How many years of experience do you have in the Life & Annuity insurance industry? * Select...

Do you currently work for an organization that does business with National Life Group or an organization that sells National Life Group or Life Insurance Company of the Southwest products? If yes, please identify the organization. If no, type N/A. *

Are you involved in any business activity that you would expect to continue during your employment with National Life Group? If yes, please explain in the space provided here. If no or not applicable, type N/A. *

Have you executed any agreement with your current or prior employer which imposes any restriction, limitation or condition on your work activities or employment (e.g. non-compete, non-solicitation, confidentiality)? If yes, please explain in the space provided here. If no or not applicable, type N/A. *

Are you named in any pending investment-related civil action that could result in a yes answer to any part of the prior question? If yes, please explain in the space provided here. If no or not applicable, type N/A. *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in National Life Insurance Company’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Voluntary Self-Identification of Disability

Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

Disability Status Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.