Job Summary

F&G is growing very quickly in the Bank and Independent Broker-Dealer channel. The Regional Vice President is responsible for growing market share for F&G’s fixed, indexed, and registered index-linked annuity products in the [Region].

This position will work closely with and report directly to the Divisional VP , Financial Institutions Channel, partner with a Senior Internal Wholesaler (SIW) and liaise with National Accounts Team to grow annuity market share for F&G in the assigned territory.

Duties & Responsibilities

• Deliver a winning business and marketing plan to build out a multi-state territory, establishing F&G as a leader in our space
• Develop deep relationships with financial professionals based on the value you provide, the knowledge you share, and the integrity you operate with
• Partner with Bank Program Managers, OSJs and other key centers of influence to help educate advisors and grow their businesses
• Demonstrate with advisors how F&G’s annuity solutions can help create a more predictable retirement for their clients via phone, video, and face-to-face meetings
• Collaborate with our National Accounts Team to uncover opportunities for broader exposure at each bank or Broker-Dealer we partner with
• Partner and plan with Senior Internal Wholesaler to effectively operate your territory as a team
• Represent F&G at industry conferences, distributor meetings, and other events as requested
• Prioritize your time and budget effectively to meet or exceed sales targets for the territory

Supervisory Responsibilities:  This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills, & Abilities

• Extensive knowledge of retirement income planning and annuities
• Expert delivery of presentations to all audience sizes
• Clearly articulated history of growing territories
• Well-respected by the financial professional community in your territory
• Proficiency in utilizing web-based sales and training tools, including Microsoft 365 and Salesforce
• Creativity: the ability to package often commonly available information and ideas in a creative and memorable way
• Superior communication skills: oral, written, and interpersonal communication skills are critical
• Be comfortable with change and able to adjust as we grow

Minimum Qualifications

• Bachelor's Degree-Combination of education and experience considered in lieu of degree.
• 10+ year of relevant experience successfully wholesaling in the bank and IBD channels
• Licenses/Certifications - Life Health Licenses, FINRA Series 6 or 7, Series 63 (or 65 or 66) Licenses

Other Requirements

• This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance

Ability to travel up to:  80% of the time

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Job Summary

The Manager, Issue Resolution is a key leadership role responsible for leading a high-performing team dedicated to resolving escalated issues and closing the gap between internal, external, and vendor stakeholders. Reporting to the Director of Policyholder Services, this position ensures service issues are resolved in an efficient, effective, and customer-focused manner and serves as the team’s primary escalation path. The Manager, Issue Resolution (IR) is responsible for oversight of internal and external issues, driving continuous improvement in processes, systems, and reporting and trending, aligning team behaviors to meet business area and company goals.

A high level of collaboration with senior and executive stakeholders is required in influencing change opportunities in their respective areas based on IR data and analysis. The Manager is expected to bring rigor to data capture, trend analysis, and performance reporting, translating insights into actionable recommendations for senior and executive leadership. The ability to manage competing priorities in a dynamic environment is essential, as is a continuous improvement mindset and strong people leadership to build and scale the IR program as the business evolves.

Duties & Responsibilities

• Tracks issue resolution trends, reporting insights, and tool metrics to drive accurate and high-quality Issue Resolution outcomes
• Identifies root causes of recurring issues and leads or partners with cross-functional teams, including Business Controls as appropriate, to implement corrective actions and prevent recurrence
• Collaborates with and influences business owners in identifying and supporting Continuous Improvement (CI) opportunities in their respective areas, translating IR root cause trends into actionable improvements
• Implements and continuously improves tools (processes and systems), reporting, and metrics to drive high-quality issue resolution; regularly communicates trends to senior and executive leadership
• Understands key operational processes across Operations business areas to effectively oversee issue resolution activities, assess issue impact and sensitivity, and provide informed guidance to the team and stakeholders
• Serves as the team’s primary escalation path, representing executive leadership in high-profile, escalated issues as a trusted and accountable point of contact across internal and external stakeholders, including top production agents and sales partners.
• Collaborates with the leadership and analytics teams to inform and advance strategy for Issue Resolution
• Develops and maintains sustainable processes, data capture methodologies, and systems to support program scalability and long-term effectiveness
• Assesses and communicates program scalability opportunities to senior leadership, providing recommendations that support the evolution of the IR function
• Designs and documents processes that deliver customer-focused solutions while mitigating risk and maintaining compliance with industry trends and regulations
• Partner with Compliance in supporting official complaint handling
• Ensures smooth transitions between involved teams by evaluating and optimizing tools and processes with third-party administrator (TPA)
• Drives continuous process improvement and cross-functional problem solving using internal metrics and analytics and industry best practices
• Manages team training and development and procedure enhancement to support timely issue resolution
• Tracks individual and overall team performance through quantitative and qualitative measurements; provides ongoing feedback, coaching, and direction to develop team capability
• Monitors daily operations; revises and enhances staffing policy, collaborates with operations leaders on capacity and demand modeling
• Performs other functions, duties and projects as assigned

Supervisory Responsibilities: This role has people leadership responsibilities, including managing performance, developing talent, and supporting engagement and team effectiveness.

Minimum Qualifications

• Bachelor's Degree in business administration, finance, marketing, or related field
• 7+ years general business experience with experience in life, annuity, and/or disability claims
• 7+ years experience in Customer Service, Issue Resolution work, direct resolution with customer
• 3+ years people leadership experience
• Life insurance certifications (e.g., LOMA, ICA) preferred

Other Requirements

• This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance

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Job Summary

The Director, Life & Annuity Claims provides operational leadership and oversight of F&G's Claims department. Reporting to the AVP, In-Force Services, this role is responsible for delivering service excellence to claimants, agents, and other stakeholders by driving claims processes that meet defined performance metrics and regulatory requirements.

The Director owns the day-to-day operational effectiveness of the Claims function, with accountability for team performance, quality, governance, and compliance. This includes providing technical leadership on complex and high-risk claims, including contestable and accelerated benefit claims, and ensuring unresponsive claims are handled in accordance with unclaimed property and escheatment guidelines. The Director partners closely with legal, underwriting, call center, TPA partners, and other internal stakeholders to maintain strong cross-functional relationships and resolve escalated issues.

A key focus of this role is continuous improvement: the Director is expected to proactively identify and lead initiatives that advance process efficiency, technology utilization, and team capability. The Director also plays a critical role in developing and maintaining a culture of accountability, transparency, and development-focused coaching at all levels of the department.

Description

• Oversee all aspects of the Claims function, ensuring operational compliance with state and industry regulations.
• Develop and present to AVP leadership an operational plan that balances workload management, staff development, and process optimization goals.
• Model and maintain a strong culture of accountability and transparency at all levels of the department, taking ownership of decisions, outcomes, successes, and challenges.
• Build and maintain high-performing claims leadership and examiner teams, fostering a culture of development-focused coaching and holding leaders accountable for team performance through quantitative and qualitative measurements.
• Oversee quality review and control processes for all claims activities.
  • Ensure appropriate claims governance, including authority levels, escalation protocols, and proactive identification and mitigation of risk issues or events to minimize impact and recurrence.
• Provide technical leadership on complex claims, including contestable and accelerated benefit claims, ensuring this high-risk function is managed effectively and accurately.
• Ensure unresponsive claims are processed timely under unclaimed property/escheatment guidelines, satisfying regulatory requirements.
  • Partner with claims leadership, legal, and other stakeholders to ensure timely response to appeals of adverse claim decision and consumer and insurance department complaints.
• Build and maintain effective relationships with internal stakeholders and external partners, including TPA oversight, for claims reporting, payment processing, and service delivery.
• Proactively identify and lead initiatives across the Claims organization, including workload strategies, process improvements, and technology advancements that drive efficiency and effectiveness.
• Ensure proper development and maintenance of standard process documentation and job aids, cultivating a culture of continuous improvement where materials are updated as changes are implemented.
• Prepare claims operations reports that highlight trends, performance against metrics, and key opportunities, providing data-driven insights to support leadership decision-making.
• Report regularly to the AVP on claims team performance, escalated issues, and operational risks.
• Monitor Claims expenses to ensure good stewardship of company resources.

Supervisory Responsibilities:  This role has people leadership responsibilities, including managing performance, developing talent, and supporting engagement and team effectiveness.

Minimum Qualifications

• Bachelor's Degree
• 8+ years life, annuity, and/or disability claims experience, including demonstrated expertise in contestable and accelerated benefit claims
• 3+ years of experience leading teams in a claims environment, with preference for experience managing other leaders
• Demonstrated experience managing relationships with external partners or TPAs, ensuring accountability and service delivery standards are met
• LOMA designations and/or formal process improvement training (e.g., Six Sigma, Lean) strongly preferred

Other Requirements

• This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance

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Job Summary

This position is responsible for managing a large volume of inbound calls in a timely manner, providing accurate information to phone inquiries regarding Life and Annuity new business. This position has no supervisory responsibilities.

Duties and Responsibilities

• Professionally handle incoming calls and ensure that inquiries and issues are resolved promptly, thoroughly and efficiently. Efficiently research and document call reason and resolution, with focus on privacy regulations, processes and procedures
• Handle inquiries in the best interest of the customer and company
• Provide quality service and support to a variety of areas including but not limited to Financial Advisors, Policy Holders, and Internal Business Partners
• Some administrative tasks/duties

Experience and Education Requirements

• High School Diploma
• 0-1 years of experience working in a service center, sales support team and/or other previous industry experience preferred.

Knowledge, Skills & Abilities

• Demonstrates basic understanding of how F&G is structured and the products/service offerings within respective coverage area.
• Maintains effectiveness in a changing internal environment, such as assignment to a new role or functional group.
• Handles customer questions and concerns in a timely and professional manner.
• Demonstrates an awareness of workloads, assists team members regardless of who owns the task.
• Begins to develop skillset to frame message to audience appropriately with coaching and guidance.
• Develops awareness of new techniques, methods, and practices.
• Demonstrates basic awareness and understanding of digital techniques, methods, and tools used at F&G.
• Interacts with customers appropriately on an as-needed basis.
• Asks thoughtful questions to understand business objectives or desired outcomes.
• Demonstrates ability to self-organize, set priorities, and manage workload.
• Demonstrates basic understanding of how current job fits into the organizational vision.
• Demonstrates awareness of workload and shares updates on availability with manager
• Understands and works to improve basic processes and systems.
• Understands basic data concepts.
• Accepts and owns assigned project tasks; understands impact within the team or organization.
• Understands expectations for interaction with vendors
• Contributes to deliverables by executing work and providing team members with appropriate status updates.
• Demonstrates risk awareness and understands risk mitigation strategies.

Other Requirements:

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel may be required (less than 10%)

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Job Summary

This position functions as a proactive liaison between producers, their uplines (IMOs), third-party administrators, Sales, Underwriting, Policyholder Services, Claims, Legal, and Actuarial departments to quickly resolve new business and customer service issues, specifically related to applications submitted that are not in good order.

Duties and Responsibilities

• This role is responsible for processing and managing Life New Business applications from the time the case is submitted to the point the case is issued.
• Serves as the primary owner for resolving any open issues for a submitted life application.
• Achieves required phone and transaction performance as defined for the Life New Business Specialist I.
• Researches and tracks documents to resolve service issues with emphasis on a designated function.
• Proactively keeps producers and uplines up-to-date on product and processing guidelines.
• Resolves problems & guides producers in software usage and web initiatives.
• Resolves moderate sales/operational needs/inquiries as pertains to product clarification, pending new business, supply needs, illustrations, and marketing administration.
• Adheres to company policies and legal requirements regarding sales and product compliance.

Experience and Education Requirements

• AA or BA degree preferred.
• Relevant experience considered in lieu of degree.
• 2+ years of experience working in the insurance or financial services industry.
• Experience working in a service center, sales support team and/or other previous industry experience preferred.
• Successful completion of Life insurance related education such as LOMA or CLU coursework preferred.

Knowledge, Skills & Abilities

• Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area.
• Demonstrates ability to build new skills and adapt to new ways of thinking.
• Handles customer questions and concerns in a timely and professional manner.
• Develops and maintains goal-oriented, collaborative and productive, team-driven relationships.
• Reads verbal, non-verbal and written cues; effectively adjusts communication style to suit the needs of different audiences and situations.
• Develops awareness of new techniques, methods, and practices.
• Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G.
• Establishes working relationships with team members and colleagues.
• Asks thoughtful questions to understand business objectives or desired outcomes.
• Demonstrates ability to self-organize, set priorities, and manage workload.
• Demonstrates basic understanding of how current job fits into the organizational vision.
• Demonstrates awareness of workload and shares updates on availability with manager.
• Monitors, measures and assesses processes to determine areas of improvement; identifies and eliminates operational waste.
• Understands basic data concepts.
• Accepts and owns assigned project tasks; understands impact within the team or organization.
• Understands expectations for interaction with vendors for their functional area.
• Contributes to deliverables by executing work and providing team members with appropriate status updates.
• Demonstrates risk awareness and understands risk mitigation strategies.

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel may be required (less than 10%)

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Job Summary

The Distributor Onboarding Lead is responsible for driving enablement through seamless distribution onboarding for new IMO and Financial Institution channel distribution partners, as well as new offerings within existing distribution. They will ensure operational readiness across internal and external stakeholders, acting as quarterback for high-visibility distribution launches, and reduce time-to-revenue for new partners.  The Distributor Onboarding Lead will own the onboarding program by developing and executing standard processes, ensuring consistency, efficiency, and successful launches while maintaining compliance with regulatory and corporate guidelines.

Duties and Responsibilities

Program Development & Management

• Lead distributor onboarding by collaboratively develop, implement, and effectively manage a scalable, repeatable distribution partner onboarding program that supports:
  • New distribution partner relationships across F&G’s Retail sales channels
  • Expanded products/services in existing distribution (add a product, line of business, new state availability launch & testing, etc.)
  • Supporting as needed for distribution partner mergers, acquisitions, and large block transfers
  • Drive program consistency by standardizing operating procedures (SOPs), workflows, and templates as appropriate
  • Ensure operational readiness by implementing new onboarding programs, consisting of: creating and managing project plans, tracking key milestones, and reporting in a timely fashion to key stakeholders
• Continuously evaluate and improve the onboarding program based on stakeholder feedback, data analysis, and industry best practices

Onboarding Facilitation & Coordination

• Lead onboarding efforts by coordinating with multiple departments (e.g. Compliance, Operations Relationship Management, IT, etc.) as well as external distribution partners to schedule and facilitate onboarding sessions, check-in meetings, and small group planning discussions
• Reduce time-to-revenue for new partners by ensuring timely progress through the onboarding program through milestone monitoring and stakeholder management
  • Monitor onboarding milestones and proactively address any delays or obstacles
• Navigate competing priorities across functions to drive alignment and accountability

Stakeholder Management

• Serve as the primary onboarding point of contact for executive stakeholders internally and externally
• Partner with Sales and Relationship Management to understand specific onboarding needs, gather feedback
• Communicate regularly with stakeholders regarding onboarding status, resources, challenges, and successes
• Present program performance reports and recommendations to leadership

Additional Duties

• As capacity allows, perform other functions, duties, and projects as the need arises across F&G Insurance Operations

Experience and Education Requirements

• Bachelor's degree in Business Administration, Project Management, Human Resources, or related field
• 2+ years required, 5 years preferred in Project Management or similar experience, within insurance, financial services, or similarly regulated industries
• Demonstrated ability to collaborate effectively across cross-functional teams while managing multiple projects simultaneously
• Proven track record of establishing and managing repeatable processes or programs
• Experience driving change in regulated environments
• Experience interfacing with external business partners

Knowledge, Skills, and Abilities

• Strong organizational skills with ability to manage multiple onboarding instances simultaneously while maintaining attention to detail
• Direct experience of both Financial Institution and IMO distribution, with knowledge of related functions (order entry, data feeds, contracting, operational systems, etc.)
• Demonstrated ability to create standardized, scalable processes and document them effectively
• Excellent written and verbal communication skills with ability to interact professionally with agents, executives, and cross-functional teams
• Strong analytical and critical thinking skills to work effectively in ambiguous situations and demonstrated success to drive detail and clarity, with ability to identify issues and develop practical solutions
• Advanced skills in Microsoft Office Suite (Excel, PowerPoint, Word); experience with project management tools (e.g., Jira, SmartSheet) and CRM systems
• Ability to lead meetings, training sessions, and presentations effectively
• Exceptional ability to prioritize tasks, meet deadlines, and manage competing demands while thriving in a fast paced environment with multiple high-priority, high-visibility initiatives
• Strong interpersonal skills and ability to collaborate with diverse stakeholders, building trusted partnerships that drive results and meet critical deadlines
• Ability and willingness to learn new skills and adapt to new information and technology platforms

Other Requirements

• Ability to travel occasionally (up to 10%) for onboarding events or team meetings
• Self-motivated with ability to work independently and take initiative
• Adaptable and comfortable working in a fast-paced, changing environment
• Demonstrated commitment to providing exceptional customer service to internal and external stakeholders

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Job Summary

This position functions as a support role for the life and annuity new business specialist teams, including but not limited to assisting the transfer/1035 teams and administrative duties.

Duties and Responsibilities

• Prepare transfer paperwork and letters of acceptance.
• Assist with various administrative tasks to support Life and Annuity New Business Specialist team workflow.
• Complete follow up calls to other insurance carriers.
• Achieve required phone and transaction performance as defined for the New Business Coordinator
• Adhere to company policies and legal requirements regarding sales and product compliance.

Experience and Education Requirements

• High School Diploma
• 0-1 years of experience working in a service center, sales support team and/or other previous industry experience preferred.

Knowledge, Skills & Abilities

• Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area.
• Maintains effectiveness in a changing internal environment, such as assignment to a new task or function.
• Handles customer questions and concerns in a timely and professional manner
• Develops an awareness of workloads, assists team members regardless of who owns the task.
• Begins to develop skillset to frame message to audience appropriately with coaching and guidance.
• Develops awareness of new techniques, methods, and practices.
• Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G.
• Establishes working relationships with team members and colleagues.
• Asks thoughtful questions to understand business objectives or desired outcomes.
• Demonstrates ability to self-organize, set priorities, and manage workload.
• Demonstrates basic understanding of how current job fits into the organizational vision.
• Develops an awareness of workload and shares updates on availability with manager.
• Understands and works to improve basic processes and systems.
• Understands basic data concepts.
• Accepts and owns assigned project tasks; understands impact within the team or organization.
• Understands expectations for interaction with vendors for their functional area.
• Contributes to deliverables by executing work and providing team members with appropriate status updates.
• Demonstrates risk awareness and understands risk mitigation strategies

Other Requirements:

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel may be required (less than 10%)

#LI-JB1

#LI-Remote