Analyst, Distribution Finance chez National Life Group

Analyst, Distribution Finance

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

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. 

We are seeking an experienced highly data-driven and detail-oriented Analyst to support the field management compensation and debt environment. This position has direct accountability for the processing of external agent and manager compensation and analyzing outstanding debt balances and repayment activity from agents and agencies. This position will work as part of a high-impact team on the day-to-day enterprise distribution finance processes and must have the ability to work autonomously in a fast-paced and dynamic environment. This role offers the opportunity to grow into senior analyst and leadership positions within NLG.

A successful candidate will possess a strong blend of analytical and control expertise, as well as interpersonal acumen coupled with a deep curiosity and commitment to understanding the dynamics of our business. The role requires the ability to cultivate strong, trust-based relationships with both internal stakeholders and external partners. A demonstrated capability to translate complex data into strategic insights, and to use those insights to influence decisions and drive measurable business outcomes, will be essential to success in this position.

Key Responsibilities:

• Own the end-to-end compensation environment for the assigned distribution channel, including compensation modeling, control creation, and payment validation
• Identify process improvement opportunities and strengthen controls to mitigate risks
• Collaborate with senior Distribution and Finance leaders to evaluate and evolve field compensation structures and strategic incentives
• Generate and analyze debt reports to identify trends and proactively solve potential issues
• Partner with Distribution leadership on any due diligence required to expose and mitigate any potential financial risks associated with agent and agency debt.
• Provide executive-level insights and scenario analyses to guide decisions on compensation programs, productivity, and field engagement
• Deliver timely, actionable insights and executive reporting

Skills and Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus.
• 3–5 years of experience in financial analysis, preferably within financial services or insurance.
• 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
• Strong executive communication and presentation abilities
• Strong financial and analytical background, with the desire to think critically
• Exceptional data organizational skills, including proficiency in excel
• Proficient with data visualization platforms (e.g., Excel, Tableau and Alteryx)
• 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 responsiveness
• Ability to thrive in a fast-moving start-up environment, a strong team player, and excited by the prospect of enhancements and initiatives

The base compensation range represents the low and high end of the 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; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

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.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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