ESI Associate Vice President, Suitability Review
National Life Insurance Company · Remote · Addison, TX; Montpelier, VT; Remote, USA · $110.6k–$162.3k
Posted by National Life Insurance Company on their careers site · View the original posting
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The posting, as National Life Insurance Company wrote it
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 AVP, Suitability Review, leads the team responsible for evaluating and supporting suitability decisions across ESI. This highly visible role brings together sound judgment, regulatory discipline, operational leadership, and people development to ensure suitability reviews are completed accurately, efficiently, and in accordance with applicable requirements.
Success in this role requires building a highly capable and engaged team that demonstrates critical problem solving/prevention in suitability review. The leader ensures that all work is processed timely, accurately and in accordance with applicable rules, regulations and Company requirements. Additionally, the leader ensures that stakeholders are kept pro-actively informed during the process and that decisions are communicated in an effective manner. This leader will cultivate a culture of continuous learning and process improvement and will inspire the department to expand their teams’ capabilities. The successful candidate will empower their leaders and associates and build trust with them to deliver on the promise our company represents. This role will report to the Senior Vice President, ESI Operations.
Roles and Responsibilities
- Provide vision, strategic planning insight and thoughtful solutioning expertise for the enterprise and functional group in a collaborative and positively differentiating way
- Support the development of direct reports by fostering and supporting career development, motivating, engaging and capitalizing on employee strengths
- Oversee the ESI Suitability Review unit, including responsibility for ensuring the firm’s Written Supervisory Procedures are followed regarding the review and acceptance of new accounts and daily transactions.
- Build cross-functional partnerships with other business units and teams throughout the organization, including Distribution, Compliance, Legal, Technology, CIG, ESI New Business, ESI Brokerage, to deliver on business results and manage risk.
- Establish a highly effective and highly engaged team, with positive morale
- Work in partnership with members of ESI senior leadership t
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s. 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.
Hourly Pay Range
$110,625 — $162,250 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.