Director, Distribution Finance at National Life Insurance Company

Montpelier, Vermont, United States -

Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

184250.0

Posted On

18 Feb, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Forecasting, Performance Reporting, Financial Advisory, Compensation Economics, Incentive Design, Profitability Analysis, Team Leadership, Financial Policy Shaping, Cross-functional Initiatives, Scenario Analysis, Executive Communication, Data Translation, Financial Modeling, Tableau, Alteryx

Industry

Financial Services

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 The Distribution Finance team is responsible for the financial health of National Life Group’s life and annuity sales, providing insight-driven financial leadership that supports profitable growth and fact-based decision-making. As our distribution model continues to grow in scale and complexity, we are seeking a Director to lead financial planning, analytics, and profitability insights for our Independent and Affiliated distribution channels. The Director operates with substantial discretion and judgment, addressing complex and often ambiguous business issues that directly impact strategic goals. As a recognized expert and thought leader, this role shapes financial policies, drives large cross-functional initiatives, and influences timelines and outcomes across teams. The Director is accountable not only for insights and recommendations, but for driving execution and results within their area of responsibility. Decisions in this role directly impact near-term financial performance, compensation outcomes, and distribution economics across National Life Group. A successful candidate will possess a strong blend of analytical expertise and 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 financial planning, forecasting, and performance reporting for Independent and Affiliated distribution channels, translating strategic goals into short-term financial objectives. Serve as a strategic financial advisor and decision partner to Distribution and Finance leadership on field compensation economics, incentive design, and profitability trade-offs. Lead and develop a team of financial professionals by supporting career development, motivating, inspiring, and leveraging individual strengths to deliver results. Shape and implement financial policies and decision frameworks that impact Distribution. Lead complex, cross-functional initiatives and analyses that address undefined or ambiguous business challenges with material impact on strategic goals Develop and deliver executive-level insights, scenario analyses, and recommendations related to compensation programs, productivity, and field engagement. Present financial insights and recommendations to senior leaders and executive committees, influencing decisions with clarity and confidence. Establish and maintain formal networks with key internal and external decision-makers, leveraging expertise to drive alignment and desired outcomes. Lead continuous improvement of financial models, forecasting processes, and data infrastructure supporting distribution compensation and performance analytics. Skills and Requirements: Qualifications Bachelor’s degree in Finance, Accounting, Economics, or a related field 14+ years of progressive finance experience, with demonstrated expertise in life insurance distribution and compensation modeling Strong understanding of agent compensation frameworks, field economics, and distribution dynamics Core Capabilities Advanced financial modeling, forecasting, and scenario analysis skills Ability to translate complex data into clear, actionable insights for senior and executive audiences Proven ability to influence outcomes across functions, including without direct authority Strong executive communication and presentation skills Technical Skills Advanced proficiency in Excel Experience with financial planning, analytics, and data visualization tools such as Tableau and Alteryx Ways of Working Demonstrated curiosity and commitment to learning the business, asking thoughtful questions, and connecting analysis to real-world impact Bias toward action, with a strong sense of urgency and accountability Thrives in a fast-evolving, growth-oriented environment and enjoys driving change and improvement through collaboration 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. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $125,625—$184,250 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. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604

Responsibilities

This role owns financial planning, forecasting, and performance reporting for distribution channels, acting as a strategic financial advisor on compensation economics and profitability trade-offs. The Director will lead and develop a team, shape financial policies, and drive complex cross-functional initiatives impacting strategic goals.