Investment Product Management Associate, Equity Services Inc.

Investment Product Management Associate, Equity Services Inc.

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.

At Equity Services, Inc. (ESI), we are more than a broker-dealer. We’re a passionate team helping financial professionals and their clients create confidence in their financial future. We do this through our entrepreneurial hunger, our outside-in mindset, and a culture of real-time communication and feedback. We are part of the National Life Group family — a purpose-driven company committed to keeping our promises for over 175 years.

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

National Life Group is seeking a qualified candidate to join its broker-dealer and Product Management team as a Product Management Associate
. This role will focus on supporting the development, oversight, and promotion of the firm’s investment product platform with a strong emphasis on product due diligence, registered representative training, relationship management, and website content management.

The successful candidate will have a solid understanding of a wide range of investment and insurance products (including mutual funds, ETFs, stocks, bonds, alternative investments, annuities, and variable universal life), coupled with excellent research, communication, and relationship-building skills. Reporting to the Head of Product Management, the Product Management Associate will play a critical role in ensuring that ESI’s representatives are well-supported, product sponsors are effectively managed, and digital resources are kept accurate and up to date.

• Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements.
• Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm’s product platform.
• Oversee and continuously improve the firm’s product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite.
• Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts.
• Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration.
• Collaborate with the Head of Product Management to prepare agendas and materials for the firm’s Investment and Product Committees.
• Create clear, accurate and effective written communications and marketing materials in support of approved investment products.
• Provide outstanding customer service through written correspondence, phone, and web-based support, with occasional travel to ESI offices and industry events.

• Bachelor’s degree or equivalent combination of education and experience
• 3–5 years of experience in financial services, preferably within a Broker Dealer
• Ability to obtain Series 7 license within 1 year of hire.
• Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed
• Excellent written, verbal, and presentation skills, with a high attention to detail.
• Self-starter with a high degree of initiative and ability to prioritize competing task
• Strong problem-solving skills…