Annuity Case Specialist
Annuity Case Specialist October 1, 2024 Start Date
National Life Group: Our people are the most important assets we have. Our team is passionate about empowering our team members to grow both personally and professionally. We believe that investing in our employees' development benefits them individually and contributes to our collective success.
We’ll provide onsite training on assessing financial risk factors and determining appropriate rating for annuity applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM.
You’re encouraged to apply if you are:
Energetic and Passionate: Use your knowledge and energetic work ethic to think critically and problem solve to deliver the right solution for our agents
People Person: Put that emotional and social intelligence to good use by using excellent communication skills and empathy to provide a great experience.
Detail Conscious: Ensure life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind.
Team Oriented: Help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.
Adaptable: You’re able to roll with change that occurs in a rapidly growing company
What You’ll Find at National Life Group
Competitive pay and outstanding health, wellness, and insurance benefits
Formalized training program to position you for success
Genuine opportunities for growth and career advancement
Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus
Generous paid time off and holidays
40 hours of community service hours annually
A culture committed to inclusion and diversity
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.
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. 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.
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.
National Life Group
1 National Life Dr
Montpelier, VT 05604
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