Director, Distribution Finance

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!