Sr. Life & Annuity Compliance Analyst - Advertising
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO etc. Also remove duplicated lines.
We need to preserve all substantive information. So we need to extract content.
Let's parse the posting:
- Intro: "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."
That's about the company, could be "About the role"? Actually "About the role" is for role description; but we could use "About the role" for company overview? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should include sections that have content.
We have:
- Role Summary: includes description of role, mention no visa sponsorship, etc. Could be "About the role" or "Responsibilities"? Actually "Role Summary" is like overview. We could put that under "About the role". Then "Essential Duties And Responsibilities" under "Responsibilities". Then "Minimum Qualifications" and "Preferred Qualifications" could be under "Requirements" or "Qualifications". The instruction lists Requirements, Qualifications, Skills as possible headings. We need to decide which to use.
We have "Minimum Qualifications" and "Preferred Qualifications". Could combine into "Qualifications". Also we have skills listed within qualifications (communication, etc). Could also have a "Skills" section.
We have "AI Proficiency Expectations" maybe could be under "Skills" or separate? Not in list; but we could incorporate into Skills or Requirements.
We have "Benefits" section.
We have "Pay" section: base pay range, additional compensation.
We have "Schedule": onsite hybrid work schedule, expectation 4 days per week, core days Monday-Thursday.
Thus we will create sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule.
We must not create sections with filler like "commensurate with experience". We have actual content.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to preserve all substantive information; do not invent or summarize away detail.
We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions.
We see duplicated lines: "Base Pay Range..." appears twice; also "Additional Compensation and Benefits..." appears twice; also "Hourly Pay Range $70,875 - $103,950 USD" appears (maybe duplicate). We need to keep only one instance.
Also there is a line: "National Life Group® is a trade name..." etc. That's boilerplate legal; should be removed.
Also "Fortune 1000 status..." etc. Remove.
Also "Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604" remove.
Also "Are you looking for the next step in your Compliance career with the opportunity to join Life & Annuity Compliance?" is part of role summary; keep.
Also "Please note that we do not offer visa sponsorship for this position." keep.
Now we need to extract substantive content for each section.
Let's gather:
About the role (company overview + role summary):
- 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.
- Are you looking for the next step in your Compliance career with the opportunity to join Life & Annuity Compliance? We are seeking a talented individual who is passionate about continuing to grow their professional expertise through applying comprehensive understanding of fixed insurance regulations to areas of responsibility. The successful candidate will become part of the Advertising Guidance team (“AGT”) and utilize advanced analytical and problem-solving techniques when reviewing and responding to advertising materials submitted by home office employees and appointed agents with independent distribution. In this role you will have the opportunity to adapt your communication style for diverse audiences and provide advice on challenging matters. As part of our team, you will have the opportunity to apply the skills you have already gained, while continuing to grow your business and compliance knowledge, as you take the next step in your Compliance career journey. The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities. This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.
Note: The schedule info could go to Schedule section, but it's also in role summary. We'll keep schedule details in Schedule section, but we might still mention hybrid schedule in About the role? To avoid duplication, we could keep schedule details only in Schedule section. However the instruction says preserve ALL substantive information; we can move it to Schedule and not duplicate. So we should extract schedule info to Schedule section and not repeat in About the role.
Thus About the role will contain company overview and role summary excluding schedule specifics.
Let's craft About the role paragraph(s). Could be multiple
tags.
Now Responsibilities: Essential Duties And Responsibilities list.
We need to turn each duty into
- within
. The duties are a paragraph with semicolons? Let's extract:
"Use basic business understanding and subject matter expertise to creatively resolve submitted advertising materials that vary in complexity by suggesting variations in approach when necessary and applying judgment to determine exceptions as needed.Execution – 75%Tactical – 25%Demonstrate full understanding of AGT processes and apply subject-matter expertise to timely complete assigned deliverables within internally established time standards.Independently complete tasks in alignment with policies and procedures with work reviewed by management or designated senior colleagues, at critical points.Strengthen relationships with senior internal and external (including regulators) peers.Apply judgment in alignment with policies and procedures when assessing unusual circumstances, identifying causes, and suggesting innovative approaches to meet short-term needs.Devise solutions with limited information, adapting existing approaches effectively.Fully integrate NLG values and Servant Leadership Tenets into daily work and serve as a model for junior colleagues in applying these principles."
We need to split into separate duties. The text seems to have no punctuation between some sentences. We can split by capital letters after a period? Actually there are periods missing. Let's manually identify duties:
1. Use basic business understanding and subject matter expertise to creatively resolve submitted advertising materials that vary in complexity by suggesting variations in approach when necessary and applying judgment to determine exceptions as needed. (Execution – 75% Tactical – 25%) maybe that's a note.
2. Demonstrate full understanding of AGT processes and apply subject-matter expertise to timely complete assigned deliverables within internally established time standards.
3. Independently complete tasks in alignment with policies and procedures with work reviewed by management or designated senior colleagues, at critical points.
4. Strengthen relationships with senior internal and external (including regulators) peers.
5. Apply judgment in alignment with policies and procedures when assessing unusual circumstances, identifying causes, and suggesting innovative approaches to meet short-term needs.
6. Devise solutions with limited information, adapting existing approaches effectively.
7. Fully integrate NLG values and Servant Leadership Tenets into daily work and serve as a model for junior colleagues in applying these principles.
We could keep the Execution – 75% Tactical – 25% as a note maybe as part of first duty.
We'll produce - for each.
Now Qualifications: Minimum Qualifications and Preferred Qualifications.
We could combine into a single Qualifications section with two subheadings? But we only allowed
headings; we could have separate sections for Minimum Qualifications and Preferred Qualifications but they are not in the list. However we could treat them as part of Qualifications section with
and
. The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have a Qualifications heading and inside we can have paragraphs and lists.
Thus we need to extract Minimum Qualifications list:
- FINRA Series 7 and 24.
- 5+ years of progressive and relevant combination of compliance and/or life insurance and annuity work experience.
- Proficiency in Microsoft Office Suite.
- Ability to provide exceptional customer service through empathy, listening, and understanding client needs.
- Ability to understand and independently communicate general compliance topics.
- Demonstrate tact and professionalism and the ability to interact with individuals and leaders at all levels of the Company, the Field, and with the public on sensitive matters.
- Excellent written and verbal communication skills.
- Ability to work in a fast-paced environment, with a high degree of accuracy.
- Ability to maintain confidentiality on sensitive matters.
- Strong organizational, time management, qualitative, and analytical skills.
- Demonstrate understanding of Company and departmental goals by designing and aligning individual goals to support annual goals and initiatives.
- Effectively work in a team environment, closely collaborating with business partners.
- All other duties as assigned.
Preferred Qualifications:
- FINRA Series 63, or equivalent, registration or must obtain within 1 year of hire.
- 3+ years compliance-related experience.
- Pursuit of LOMA certifications.
- Demonstrated comprehensive product knowledge of fixed life insurance and annuities.
We could combine them into a single list with maybe note "Preferred". But we need to preserve all info; we could have two sublists: Minimum Qualifications and Preferred Qualifications as with maybe a preceding indicating which is which. However we cannot add extra headings beyond
. We could use
to label them.
Thus inside Qualifications section we could have:
Minimum Qualifications:
...
Preferred Qualifications:
...
That's acceptable.
Now Skills: The posting includes many skill-related items within qualifications; but we could also extract a Skills section for things like communication, analytical, etc. However we already have them in qualifications. To avoid duplication, we could either not have a Skills section, or we could extract skills that are not already covered. The instruction says prefer a few substantive sections over many thin ones. So we might skip Skills section and incorporate skills into Qualifications. However the instruction list includes Skills as possible heading; we
- for any list of duties/requirements/benefits, and
for prose. We need to preserve all substantive information; do not invent or summarize away detail. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. We see duplicated lines: "Base Pay Range..." appears twice; also "Additional Compensation and Benefits..." appears twice; also "Hourly Pay Range $70,875 - $103,950 USD" appears (maybe duplicate). We need to keep only one instance. Also there is a line: "National Life Group® is a trade name..." etc. That's boilerplate legal; should be removed. Also "Fortune 1000 status..." etc. Remove. Also "Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604" remove. Also "Are you looking for the next step in your Compliance career with the opportunity to join Life & Annuity Compliance?" is part of role summary; keep. Also "Please note that we do not offer visa sponsorship for this position." keep. Now we need to extract substantive content for each section. Let's gather: About the role (company overview + role summary): - 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. - Are you looking for the next step in your Compliance career with the opportunity to join Life & Annuity Compliance? We are seeking a talented individual who is passionate about continuing to grow their professional expertise through applying comprehensive understanding of fixed insurance regulations to areas of responsibility. The successful candidate will become part of the Advertising Guidance team (“AGT”) and utilize advanced analytical and problem-solving techniques when reviewing and responding to advertising materials submitted by home office employees and appointed agents with independent distribution. In this role you will have the opportunity to adapt your communication style for diverse audiences and provide advice on challenging matters. As part of our team, you will have the opportunity to apply the skills you have already gained, while continuing to grow your business and compliance knowledge, as you take the next step in your Compliance career journey. The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities. This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Note: The schedule info could go to Schedule section, but it's also in role summary. We'll keep schedule details in Schedule section, but we might still mention hybrid schedule in About the role? To avoid duplication, we could keep schedule details only in Schedule section. However the instruction says preserve ALL substantive information; we can move it to Schedule and not duplicate. So we should extract schedule info to Schedule section and not repeat in About the role. Thus About the role will contain company overview and role summary excluding schedule specifics. Let's craft About the role paragraph(s). Could be multiple
tags. Now Responsibilities: Essential Duties And Responsibilities list. We need to turn each duty into
- within
- . The duties are a paragraph with semicolons? Let's extract:
"Use basic business understanding and subject matter expertise to creatively resolve submitted advertising materials that vary in complexity by suggesting variations in approach when necessary and applying judgment to determine exceptions as needed.Execution – 75%Tactical – 25%Demonstrate full understanding of AGT processes and apply subject-matter expertise to timely complete assigned deliverables within internally established time standards.Independently complete tasks in alignment with policies and procedures with work reviewed by management or designated senior colleagues, at critical points.Strengthen relationships with senior internal and external (including regulators) peers.Apply judgment in alignment with policies and procedures when assessing unusual circumstances, identifying causes, and suggesting innovative approaches to meet short-term needs.Devise solutions with limited information, adapting existing approaches effectively.Fully integrate NLG values and Servant Leadership Tenets into daily work and serve as a model for junior colleagues in applying these principles."
We need to split into separate duties. The text seems to have no punctuation between some sentences. We can split by capital letters after a period? Actually there are periods missing. Let's manually identify duties:
1. Use basic business understanding and subject matter expertise to creatively resolve submitted advertising materials that vary in complexity by suggesting variations in approach when necessary and applying judgment to determine exceptions as needed. (Execution – 75% Tactical – 25%) maybe that's a note.
2. Demonstrate full understanding of AGT processes and apply subject-matter expertise to timely complete assigned deliverables within internally established time standards.
3. Independently complete tasks in alignment with policies and procedures with work reviewed by management or designated senior colleagues, at critical points.
4. Strengthen relationships with senior internal and external (including regulators) peers.
5. Apply judgment in alignment with policies and procedures when assessing unusual circumstances, identifying causes, and suggesting innovative approaches to meet short-term needs.
6. Devise solutions with limited information, adapting existing approaches effectively.
7. Fully integrate NLG values and Servant Leadership Tenets into daily work and serve as a model for junior colleagues in applying these principles.
We could keep the Execution – 75% Tactical – 25% as a note maybe as part of first duty.
We'll produce
- for each.
Now Qualifications: Minimum Qualifications and Preferred Qualifications.
We could combine into a single Qualifications section with two subheadings? But we only allowed
headings; we could have separate sections for Minimum Qualifications and Preferred Qualifications but they are not in the list. However we could treat them as part of Qualifications section with
and
- . The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have a Qualifications heading and inside we can have paragraphs and lists. Thus we need to extract Minimum Qualifications list: - FINRA Series 7 and 24. - 5+ years of progressive and relevant combination of compliance and/or life insurance and annuity work experience. - Proficiency in Microsoft Office Suite. - Ability to provide exceptional customer service through empathy, listening, and understanding client needs. - Ability to understand and independently communicate general compliance topics. - Demonstrate tact and professionalism and the ability to interact with individuals and leaders at all levels of the Company, the Field, and with the public on sensitive matters. - Excellent written and verbal communication skills. - Ability to work in a fast-paced environment, with a high degree of accuracy. - Ability to maintain confidentiality on sensitive matters. - Strong organizational, time management, qualitative, and analytical skills. - Demonstrate understanding of Company and departmental goals by designing and aligning individual goals to support annual goals and initiatives. - Effectively work in a team environment, closely collaborating with business partners. - All other duties as assigned. Preferred Qualifications: - FINRA Series 63, or equivalent, registration or must obtain within 1 year of hire. - 3+ years compliance-related experience. - Pursuit of LOMA certifications. - Demonstrated comprehensive product knowledge of fixed life insurance and annuities. We could combine them into a single list with maybe note "Preferred". But we need to preserve all info; we could have two sublists: Minimum Qualifications and Preferred Qualifications as
- with maybe a preceding
indicating which is which. However we cannot add extra headings beyond
. We could use
to label them. Thus inside Qualifications section we could have:
Minimum Qualifications:
- ...
Preferred Qualifications:
- ...
- for each.
Now Qualifications: Minimum Qualifications and Preferred Qualifications.
We could combine into a single Qualifications section with two subheadings? But we only allowed