Sr. Product Portfolio Advisor, Life & Annuity Solutions

Sr. Product Portfolio Advisor, L&A Solutions

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

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years.  At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.  As a mission-driven business, our promises are as important as the products we sell.  We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell.  Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

This position sits in L&A Delivery Solutions and reports to the VP and Actuary, Product Portfolio Lead (PPL). This position supports the development and lifecycle of the Life and Annuity product portfolio. This role is a vital link between process, execution, and strategy.

This position will work closely with the broader L&A Solutions product development team, IT, and Project Management Office to bring individual initiatives together into a cross-project roadmap that supports both new product development and other essential product projects.

The company has recently undergone a comprehensive project to identify changes to its product development process and governance structure aimed at increasing product development capacity and speed to market.  This position will be instrumental in helping the PPL implement, pilot, and operationalize this end-to-end transformation.

Essential Duties and Responsibilities

• Support the Product Portfolio Lead (PPL) and Product Initiative Leads (PILs) by helping to develop and maintaining strong process oversight, documentation, and operational support, enabling strategic focus across the product portfolio.
• Develop, maintain, and improve process templates that align with the L&A product development lifecycle and stage-gate process to drive consistency and efficiency.
• Help to develop new product program key performance indicators (KPIs).  Measure and monitor KPIs) and assist in the preparation of regular KPI reports to inform product portfolio health and effectiveness.
• Continuously assess and share feedback on what is working well and what can be improved across the product development process; provide insights to the Product Portfolio Lead, Product Initiative Leads, and Project Management Office to support continuous improvement efforts.
• Help to develop and own the maintenance of the portfolio-level decision log, ensuring all major product decisions are recorded, accessible, and aligned with process standards.
• Support the preparation and ongoing updates to the product roadmap to ensure visibility into key milestones, initiatives, and deliverables.
• Collaborate across enterprise initiatives to identify and surface any cross-project dependencies or risks that could impact the product roadmap.

• Help to develop and manage the storage of documents and artifacts in a way that is easily accessible and fosters efficient communication and tracking. Partner with Product Initiative Leads to ensure signed-off versions of key documents are tracked, decision points are clearly documented, and outcomes are well understood across stakeholders.
• Collaborate with Project Management Office to support enterprise-wide quarterly capacity analyses and assist with coordinated planning for new product or project requests going to governance committees for approval.

 Minimum Qualifications

• Bachelor's Degree or an equivalent combination of education and experience
• Minimum of 7 years of experience managing complex projects with multiple stakeholders, preferably in a structured product development environment
• Strong understanding of Life Insurance and/or Annuity product development and implementation
• Strong organizational skills with a detail-oriented mindset and the ability to manage multiple tasks with efficiency and accuracy.
• Excellent written and verbal communication skills; able to clearly document decisions, processes, and communicate with various stakeholders.
• Proactive and resourceful; comfortable working independently and takes ownership of tasks and commitments
• Collaborative: fosters strong relationships in a matrixed environment, collaboratively identifies and addresses challenges with creative solutions, and adjusts to achieve