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 Internal Wholesaler, Life Distribution, is responsible for providing best-in-class phone and web-based support for agents and IMO marketers related to case design, product questions, competitive positioning, illustration software training and more. In addition, the Internal Wholesaler, Life Distribution will deliver outbound call and email campaigns as needed to promote F&G Life products and programs to drive Life sales objectives.

Organization

This position will report to the Supervisor, Internal Sales, Life Distribution and will work in conjunction with other Life Distribution Internal Wholesalers as well as partnering to support National Account Managers and National Account VPs.

Duties and Responsibilities

• Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers
• Initiate proactive sales initiatives in coordination with Life Sales objectives
• Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures
• Identify and communicate new sales opportunities to Senior Internal Wholesaler
• Provide cross-organizational support to agents and marketers including inquires related to underwriting, contracting and commissions, new business and policyholder support
• Train agents and marketers on F&G illustration software and agent website use; troubleshoot and/or report system issues
• Maintain strong knowledge of life insurance industry and competitive landscape

Experience and Education Requirements

• Bachelor’s Degree in business or related field
• 3-5 years of professional work experience with demonstrated background in serving customers, working collaboratively across internal or external teams, problem solving, and the ability to effectively communicate both in small or large group settings.
• Life insurance product sales support experience preferred, specifically in a call center environment
• Knowledgeable regarding the life insurance marketplace, products and IMO distribution
• Life and annuity license preferred

Knowledge, Skills & Abilities

• General knowledge on economics and financial planning
• Ability to build solid external and internal relationships
• Operate with an appropriate sense of urgency
• Positive, collaborative approach to challenges and tasks
• Drive to deliver results through extraordinary service quality and accountability
• Strong communication skills - oral, written and interpersonal communication skills are critical
• Self-reliant multi-tasking and problem-solving capabilities
• Advanced knowledge of MS Office, Word, Excel and Power Point required
• Technologically proficient and knowledgeable in contact management applications, illustration tools and sales support systems; Salesforce CRM experience preferred

Other Requirements

• Ability to work Fast-paced team environment with high-volume inbound and outbound calls
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Minimal travel required (less than 5%)

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Job Summary

The AVP, Annuity Product Development & Strategy is accountable for managing the research and development of products for F&G’s Retail Annuity product portfolio, along with maintaining a competitive product portfolio that supports the execution of strategic goals for the Retail organization.  This role leads market research, competitive analysis, and development and design initiatives, ensuring F&G’s product offering remains competitive and aligned with customer needs and market dynamiics

This position will report to the VP, Retirement Product Officer and will have two direct reports

Duties and Responsibilities

• Product Strategy and Development
  • Collaborate with the Retail Senior Leadership Team to identify innovative product concepts to be considered for the product roadmap.
  • Ensure robust due diligence process to conduct in-depth analysis along with appropriate concept testing.
  • Effectively communicate value proposition of product concepts prior to moving through the product development process.
  • Develop close working relationships with key external distribution partners and an understanding of their business models, product needs and partnership opportunities.
  • Recommend product strategy and relevant concepts in support of strategic goals
• Stakeholder Collaboration and Governance
  • Maintain strong working relationships with internal business partners to collaboratively manage workflow between functional areas in order to more effectively achieve strategic objectives
  • Work closely with cross-functional stakeholders to ensure objectives for each product development stage are met and are aligned with both product and enterprise goals. This is inclusive of deliverables from pricing, sales and distribution, marketing, underwriting, illustration development, legal & compliance, operations, IT, and other impacted business capabilities needed to design and implement product
  • Oversee product development and ideation. Successfully partner with key stakeholders throughout the life cycle of the product, or table development activity if deemed appropriate by Retail leadership. Ensure communications around development timelines, hurdles, or milestones are effectively distributed among project stakeholders, senior leaders and any external partners.
  • In coordination with subject matter experts, develop business cases, product concepts, strategic roadmaps, and go-to-market strategies to facilitate informed decision-making and lead to successful product launch
  • In partnership with Retail leadership, monitor the health of product portfolio and success of product launch activity
  • Collaborate with the Retail team to advocate for business segment priorities and advise on current and upcoming development efforts
• Market Intelligence and Regulatory Compliance
  • Leverage market intelligence insights to inform product development strategies, including data driven prioritization of new business opportunities and optimization of competitive positioning
  • Partner closely with sales, marketing, distribution, and product teams to translate market and competitive insights into actionalable recommendations that shape product design, pricing strategies, and go-to-market approaches
  • Lead competitive intelligence efforts by tracking and analyzing competitor product launches, feature enhancements, pricing changes, and market positioning to proactively identify threats and opportunities for F&G's retail annuity portfolio. Coach and mentor team members responsible for data collection and analysis, ensuring consistent delivery of timely, relevant, and actionable market iinsights to senior leadership
  • Proactively monitor the regulatory landscape to address and respond to regulatory issues to develop and execute any necessary product or operational changes to adhere to regulatory requirements
  • Maintain active participation in industry committees and study groups to be aware of market dynamics, regulatory trend,s and emerging trends that will influence F&G’s product strategy and portfolio

Experience and Education Requirements

• Bachelor’s degree or commensurate experience required
• 10+ years progressively more responsible experience in the financial services industry with a concentration on annuity products, with at least 5 years in annuity product development or management
• Strong understanding of product functionalities and various distribution models for annuities required
• Experience with developing Business Case/Cost-Benefit Analysis and Go-To Market Plans is required
• Strong understanding of the various business functions within a life insurance and annuity manufacturer required
• Working knowledge of the annuity marketplace required
• Strong understanding of the annuity regulatory environment required

Knowledge, Skills & Abilities

• Demonstrated leadership abilities, including requisite communications skills (verbal, written, and presentation)
• Demonstrated ability to develop and mentor team members through coaching, feedback, and professional development opportunities
• Strong interpersonal skills – the ability to collaborate with a wide range of teams and individuals to achieve a common goal
• Demonstrated understanding of various annuity markets, distribution partners, products and product categories, and insurance operations along with the ability to address the various stakeholder needs within a compelling Business Case
• Ability to seek and analyze data/information from a variety of sources to arrive at the best decisions and to align others with the organization’s overall strategy
• Ability to demonstrate creative problem-solving skills and strong business acumen
• Ability to lead and excel in a fast-paced production environment while addressing multiple projects and responsibilities
• Unconditional integrity and commitment to delivering accurate information on schedule
• Appropriate priority setting, resource assessment, and delivery management

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Ability to travel up to 10%

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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

This position contributes to regulatory projection and reporting efforts, including Cash Flow Testing, C3 Phase I, and related reserve adequacy analyses.  They run projection models, assist with model enhancements, perform detailed analyses, and support process improvement initiatives. This position is a part of the Actuarial Education Program and provides exam support and rotation opportunities for the candidate.

Organization

This position reports to the Actuary, Cash Flow Testing.

Duties and Responsibilities

• Generate actuarial projections using AXIS modeling software.
• Design and maintain appropriate controls for AXIS models and reports.
• Analyze model output, identify key drivers, and communicate results.
• Provide review and sign off for AXIS model changes and perform change management testing.
• Create and maintain process documentation.
• Collaborate with external partners and internal teams to align efforts and drive successful outcomes.
• Actively engage in continuous improvements for both process and reporting

Experience and Education Requirements

• Bachelor’s Degree in Actuarial Science, Mathematics, Statistics, or other related area.
• Minimum ASA with progress towards FSA and MAAA preferred.
• 4+ years of related individual life and annuity actuarial experience.
• Experience with general account insurance products, indexed products, life insurance accounting, and asset modeling. Knowledge of pension risk transfer a plus.

Knowledge, Skills and Abilities

• Intermediate knowledge and experience with actuarial modeling system – AXIS preferred.
• Sound knowledge of business and technical operations preferred.
• Knowledge of Statutory, GAAP, and Tax accounting
• Knowledge of general account insurance products
• Good communication and conflict resolution skills
• Self-starter who can develop policies, procedures and processes
• Ability to organize and manage multiple priorities required
• Intermediate knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Access)
• Demonstrates initiative and a strong desire to understand and solve problems.

Willingness to ask questions and propose improvements.

• High degree of ownership for their areas of responsibility.
• Strong problem-solving skills that include advanced analytical and reasoning abilities. Demonstrate ability to apply actuarial principles to complex situations.

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 Director will lead the production and ongoing management of investment-related deliverables for the Company’s institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform.

This role serves as a senior technical and strategic resource across the institutional investment team, providing thought partnership to portfolio managers, independently driving cross-functional initiatives, and developing new analytical capabilities with minimal direction. A core focus of the role is portfolio oversight and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions across ALM, new business, and in-force management workstreams.

The position reports to the AVP of Investments and works closely with external asset managers and internal stakeholders across Investments, Treasury, Actuarial, Finance, and FP&A to ensure alignment, execution, and continuity of investment-related initiatives.

Duties and Responsibilities

Inforce Management/Asset Liability Management (ALM)

• Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions.
• Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes.
• Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency.
• Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives.
• Proactively identify emerging risks, inconsistencies, or misalignments before they become material issues.

Strategic Asset Allocation (SAA)/New Business Planning

• Lead the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company’s institutional business lines and offshore reinsurance entities.
• Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity.
• Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives.
• Provide analytical support for pricing, new business onboarding, and long-term portfolio planning.

Tactical Asset Allocation (TAA)

• Drive intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations.
• Assess trade-offs between yield, liquidity, risk, and capital impact when evaluating tactical allocation decisions.

Investment Operations & Stakeholder Coordination

• Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely.
• Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign.
• Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports.
• Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning.
• Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis.
• Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis.
• Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs.
• Assist in the development and informal mentoring of analysts or interns, as appropriate.
• Serve as a senior thought partner to portfolio managers on complex analytical, modeling, and investment strategy questions — including ALM frameworks, reinvestment modeling, hedging strategy, and capital efficiency trade-offs — enabling the broader team to operate with greater speed and depth.
• Proactively identify and lead new strategic initiatives across the institutional investment team, including model enhancements, process improvements, and analytical frameworks that expand team capabilities and support senior leadership decision-making.

Experience and Education Requirements

• Bachelor’s degree in mathematics, economics, investments or related field
• 10+ years of investment-related experience
• CFA and/or ASA designation preferable

Knowledge, Skills & Abilities

• Advanced technical and financial modeling skills with the ability to automate/streamline current processes
• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Proficiency in MS Excel and PowerPoint
• Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)

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This role focuses on Product Tax, leading the preparation and review of federal and state withholding tax deposits and returns, leads information reporting obligations.  They direct junior staff with a focus on accurate reconciliation of withholding tax data and information reporting obligations.   

Description:

• Prepare and review federal and state income tax withholding, ensuring accuracy and compliance with guidelines and regulations
• Oversee timely daily, monthly, quarterly and annual tax reporting of federal and state withholding tax obligations.
• Ensure accuracy by reviewing and validating requests, filings, and reports and ensuring compliance with guidelines and internal controls
• Lead tax reconciliations through collaboration with necessary teams to ensure accurate data is captured across related systems and workbooks
• Collaborate with business areas to ensure data integrity
• Research and interpret existing and revised tax codes, laws, or forms to make recommendations to procedures
• Assist with responses to federal and state regulatory inquiries and audits
• Oversee management of the key processes and projects within the annual information reporting project plan
• Identify operational efficiencies automation opportunities to drive continuous process improvement, leveraging knowledge and experience to provide solutions 
• Partner with key stakeholders as needed to ensure quality transaction analysis, data integrity, and operating procedures
• Comply with company and department policies and standards; performs other duties as assigned

Knowledge, Skills & Abilities

• Working knowledge of annuity taxation, withholding tax requirements and information reporting regulations
• Robust expertise of tax software systems
• Strong critical thinker including analytical skills with the ability to analyze and interpret financial information and trends
• Proficiency with Microsoft Office, particularly intermediate to advance proficiency with Microsoft Excel
• Driven, team-oriented individual interested in working in high performance culture
• Continuous improvement mindset that leverages knowledge and experience to proactively identify and anticipate potential issues, while researching, brainstorming, and delivering solutions
• Strong written and verbal communication skills
• Ability to take initiative and work independently
• Ability to handle multiple complex tasks, prioritize, and begin prioritizing in fast paced environment
• Self-directed individual who works well with teams

Education

• Bachelor's Degree in accounting, finance, or related area

Experience

• 5 + years of relevant experience
• Experience working in a regulated environment
• Experience in the financial services/insurance industry
• Relevant professional certification (CPA, CFA, CIA, CISA)
• Combination of education and experience considered in lieu of degree.

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Job Summary

Actuary, Model Validation develops and maintains our Microsoft Excel based model validation tools for various use cases and product lines.  The tools are essential to our governance process and need to be maintained in an efficient manner.  This role will also ensure that we look for ways to continue to gain efficiencies in the process, possibly utilizing additional applications.

This position reports to the AVP, Model Validation and will manage 2 actuarial resource, including responsibilities for developing the actuarial staff.

Duties and Responsibilities

• Collaborating with various teams to understand required changes to Corporate AXIS models used for pricing, inforce management, ALM, and valuation purposes
• Independently updating the Microsoft Excel validation tools to incorporate the necessary changes using model change management controls and efficient programming algorithms
• Ensure validation tools are developed and maintained using efficient methods
• Serving as the F&G expert on the Corporate AXIS model validation tools by providing technical support and relevant training to other actuarial users that are internal and/or external to the team
• Developing and driving enhancements to create repeatable and scalable processes
• Maintaining comprehensive documentation
• Fostering a risk aware culture within the team
• Lead and manage actuarial staff, ensuring team goals are met while developing and implementing development initiatives to enhance the skills and knowledge of actuarial staff. Fostering a collaborative and growth-oriented environment.

Experience and Education Requirements

• Bachelor’s degree in mathematics, statistics, actuarial science or related field
• FSA preferred
• 5+ years of related actuarial experience
• Experience with and knowledge of reporting and modeling of US Statutory and US GAAP reporting preferred
• Experience with Fixed Indexed Annuity, Registered Index-Linked Annuity, or reinsurance thereon, preferred
• Experience with and knowledge of AXIS or similar actuarial modeling software preferred

Knowledge, Skills & Abilities

• Extensive experience with Microsoft Excel
• Experience with VBA, Python, R, or other programming languages preferred
• Strong problem-solving skills that include advanced analytical and reasoning abilities
• Demonstrate ability to apply actuarial principles to complex situations
• Unconditional integrity and commitment to delivering accurate information on schedule
• Team player with demonstrated ability to proactively identify issues and to influence key project decisions to achieve desired outcomes
• Self-starter who demonstrates strong initiative and is able to operate efficiently in unpredictable and challenging project environments
• Excellent verbal, written, interpersonal, and presentation skills (including communicating with and presenting to all levels of management)

Physical Demands and Work Environment

• Regular and punctual attendance
• Some travel required (less than 10%)

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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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Summary

The Lead Tax Analyst position is a technical position within the Tax Department with Federal, state and local tax compliance, financial reporting, and tax technology administration responsibilities. This position will be responsible for preparation/review of Federal and state income tax-related filings for insurance entities. This position will also be involved with all aspects of indirect tax filings, guaranty fund assessments, local tax requirements, and managing tax technology systems. This role includes administration of tax software, implementation of new tools, process improvement initiatives, and collaboration with IT and external vendors to enhance tax operations efficiency.

This position will report to the Director, Tax.  This role may manage an intern.

Duties and Responsibilities

Statutory Tax Accounting and Compliance

• Prepare and/or review Statutory income tax accounting and reporting (current and deferred), including analytics.
• Collaborate with the Investment tax team to ensure all STAT/tax investment adjustments are accounted for and incorporated into provision workbooks.
• Responsible for timely reporting of monthly, quarterly and annual tax requirements for Statutory reporting.
• Lead the preparation of tax basis balance sheets for insurance companies in accordance with SSAP101.
• Performs internal controls and assists in maintenance of evidence of controls.
• Responsible for communicating with auditors and providing requested information as needed.
• Responsible for managing preparation and review of federal income tax returns and estimates.
• Collaborate with strategy team to analyze new transactions as needed.

State and Local Tax

• Hands-on management of State tax compliance including Premium Tax, Municipal Tax, Sales and Use Tax, Income Tax, Franchise Tax, Property Tax, and Excise Tax.
• Manage all aspects of outsourcing process with accounting firms for state tax compliance.
• Responsible for attending interdepartmental meetings and reporting back to the tax team as needed.
• Performs internal controls and assists in maintenance of evidence of controls.
• Responsible for communicating with auditors and providing requested information as needed.
• Review check requests and wire payments for state payments as needed.
• Preparation and analysis of GFA and NOLGHA accounting processes.
• Review/approval of premium tax entries for reinsurance.
• Review/approve monthly allocations.
• Create and present quarterly management reporting related to state and local taxes.
• Performs tax research and makes recommendations based on analysis.
• Reviews formal responses to federal, state, and local taxing authorities, as needed.
• Assist in or lead tax projects as needed.
• Preparation and analysis of Multi Year Plan for Premium, Licenses, Taxes and Fees. Coordination with FP&A group to ensure accurate and timely information sharing.

Tax Technology Administration

• Manage and maintain tax software systems including user access, configuration, updates, and troubleshooting.
• Support implementation and upgrades of tax technology tools and systems.
• Identify and execute process improvements through automation and system enhancements.
• Coordinate with IT and external vendors to ensure system reliability, compliance, and effective support.
• Provide training and support to tax department staff on tax technology systems..

Experience and Education Requirements

• Bachelor’s degree in Accounting or equivalent degree.
• Certified Public Accountant or eligible to sit for the CPA exam - preferred.
• Demonstrated working knowledge of tax accounting principles.
• 5+ years’ experience required working in corporate tax environment or public accounting firm.
• Knowledge of tax software systems; including web-based tax compliance and tax research systems.
• Insurance industry experience is preferred.
• Experience working in regulated environment.

Knowledge, Skills and Abilities

• Successful candidate must have good financial diagnosis and analytical skills and function well in a team-oriented environment.
• Proficiency with Microsoft Office, particularly intermediate to advanced proficiency with Microsoft Excel.
• Driven, team-oriented individual interested in working in a high performance culture.
• Process improvement mindset.
• Strong written and verbal communication skills.
• Demonstrated ability to take initiative and work independently.
• Critical thinking and problem-solving skills and courage to challenge existing processes.
• Ability to handle multiple complex tasks & prioritize in fast paced environment.
• Self-directed individual who works well with teams.
• Embraces and demonstrates F&G’s cultural values.

Other Requirements

• Perform other functions, duties and projects as assigned.
• Regular and punctual attendance.
• Ability to travel up to 10%.

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Job Summary

This position’s primary responsibility is to support the development and implementation of VM-22 into a production environment for Fidelity & Guaranty Life.  This position will be a subject matter expert on the VM-22 regulation as well as company processes related to VM-22 for all affected lines of business including fixed indexed annuities, multi-year guarantee annuities and pension risk transfer annuities.

Duties and Responsibilities

Specific duties of the position will include:

• Identifying key drivers affecting VM-22 reserves and assisting with recommendations on assumptions or methods that optimize reserve balances while maintaining compliance with the regulation
• Working with the Reinsurance team to analyze the impact reinsurance has on the VM-22 results
• Working with the Asset Liability Management (ALM) and Investment team on strategic asset selection initiatives
• Working with the Retail and PRT Pricing teams to analyze the impact VM-22 has on pricing of new products or deals
• Presenting to leaders on analysis and key aspects of the results
• Completing user acceptance testing of the VM-22 reserve results
• Execution of controls around the reserves in a complete and accurate fashion.
• Manage an actuarial student
• Stay abreast of new regulations/requirements, etc.

Experience and Education Requirements

• Bachelor's degree in mathematics, actuarial science or related technical field.
• FSA and MAAA certifications are strongly preferred; may consider ASA designation with increased levels of experience.
• Minimum of five years of related actuarial experience.

Knowledge, Skills & Abilities

• Strong technical, analytical, organizational, computer, and team skills.
• Solid understanding of insurance company income statements and balance sheets.
• Solid understanding of maintaining a strong control environment.
• Proactive individual who can provide strong technical support to Actuarial Valuation team with solid analytical skills.
• Self-starter who demonstrates strong initiative and displays a high energy level.
• Strong problem-solving skills that include advanced analytical and reasoning abilities; demonstrated ability to apply actuarial principles to complex situations.
• Ability to establish and maintain strong internal relationships within the company.
• Team player who has the ability to function as a key member of a small group in which members of the team work with great autonomy; take a high degree of ownership for their areas of responsibility (subject matter expert).
• Knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Access).
• Ability to learn and utilize actuarial software systems.
• Effective verbal and written communication skills; strong presentation skills a plus.

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 Business Systems Analyst will analyze customer processes and business needs and translate into business requirements documents.  This role will collaborate with stakeholders to define and develop technical solutions and ensure team understands business needs and requirements as well as manage the change of requirements throughout the project lifecycle using company requirements management frameworks and ensures standards are met.

Duties and Responsibilities

• Analyze customer processes and business needs and translate into business requirements documents.
• Collaborate with stakeholders to define and develop technical solutions and ensure team understands business needs and requirements.
• Work with project stakeholders in the elicitation and documentation of requirements.
• Identify possible requirements gaps for future needs. 
• Manage the change of requirements throughout the project lifecycle using company requirements management frameworks and ensures standards are met.
• Recommend business process improvements.
• Support QA testers in the development of test strategies and plans.
• Collaborate directly with teammates and business partners to build solutions that solve problems and are reusable, scalable, fast, and maintainable.
• Collect information on business needs and translate the data into technical requirement.

Experience and Education Requirements

• 2-4 years of experience in Solutions Analysis or Business Systems Analysis.
• Bachelor's degree in Business Administration, Computer Science, or similar or equivalent combination of education and experience.
• Experience in requirements gathering methodologies and the SDLC.
• 1+ years of experience with SQL.
• Experience with business requirements and business process analysis to ensure IT solutions meet the business's needs.
• Experience with industry standard business systems analysis techniques and processes, including user stories, UML diagraming, and process documentation.
• Understanding of APIs.
• Experience in technical business analysis in the life insurance and annuity domain.
• Advanced knowledge of SQL to understand, manipulate, and pull insights from data sets for business improvements; and help implement solutions.
• Experience with developing Source-to-Target-Mappings.

Preferred Requirements

• Jira experience.
• CBAP, aCAP, or CAP certification.
• Product Owner or ScrumMaster certification.
• Experience using process models, specifications, diagrams, and charts.
• Experience at an Insurance or Financial Services firm.
• Insurance and/or Life & Annuity industry experience.

Skills and Abilities

• Strong analytical, critical-thinking, and problem-solving skills.
• Ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Ability to manage multiple tasks and deadlines simultaneously.
• Exhibits flexibility and tolerance for ambiguity with the ability to thrive in a rapidly changing business environment.
• Results-oriented.
• Dedicated work ethic.
• Strong interpersonal communication skills, written and verbal.

Other Requirements

• Perform other functions, duties and projects, as assigned.
• Regular and punctual attendance.
• Minimal travel 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 Senior Middle Office Analyst will support the onboarding, validation, and ongoing data integrity of F&G’s $70+ billion investment portfolio. This role is primarily responsible for ensuring that new and existing investments fixed income securities are accurately set up, maintained, and reconciled within the firm’s accounting system of record.

The position partners closely with external asset managers and internal teams including Investment Accounting, FP&A, Tax, and Investment Strategy to investigate and resolve data discrepancies, support reporting accuracy, and maintain high-quality investment data throughout the trade lifecycle. This role reports to the Manager, Middle Office and contributes to process improvements across onboarding and reconciliation workflows.

Duties and Responsibilities

• Support the end-to-end investment onboarding process, with a focus on public and private fixed income securities
• Review and validate Security Master data for new investments, ensuring accurate setup and proper data flow into the accounting system
• Perform detailed reconciliations between external managers, custodians, and the accounting system to ensure completeness and accuracy of positions, cash flows, and security attributes
• Investigate and resolve data breaks, discrepancies, and exceptions in a timely manner, coordinating across internal and external stakeholders
• Maintain oversight of investment data quality, including monitoring and validating key attributes such as asset grouping and statutory accounting classifications.
• Assist with quarterly valuation support for private fixed income securities, including data validation and variance analysis
• Respond to ad-hoc requests from internal stakeholders with a focus on data accuracy and completeness
• Identify and implement process improvements to enhance efficiency, transparency, and control within onboarding and reconciliation processes
• Partner with team members to ensure cross-training and consistent execution of core middle office functions

Experience and Education Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or Business
• 3–7 years of relevant experience in middle office, investment operations, or investment accounting (insurance or asset management preferred)
• Strong understanding of fixed income instruments and how they are represented within accounting or investment systems
• Hands-on experience with investment onboarding, security master data, and reconciliation processes
• Experience with Clearwater Analytics or similar investment accounting platforms preferred
• Experience with data analysis tools or business intelligence platforms is a plus

Skills and Abilities

• Strong attention to detail with a focus on data accuracy and integrity
• Solid understanding of the fixed income investment lifecycle, including trade capture, settlement, valuation, and reporting
• Proven ability to investigate discrepancies and resolve complex data issues
• Ability to manage multiple priorities in a fast-paced environment
• Effective communicator with the ability to collaborate across teams and with external partners
• Process-oriented mindset with a focus on continuous improvement and operational efficiency
• Self-motivated and able to work both independently and within a team environment
• Understanding of how investment data impacts downstream consumers including accounting, reporting, and analytics

Other Requirements

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

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Job Summary

This position will support the development of the financial plan and financial reporting for Peak Altitude.  This role will also focus on supporting the execution of due diligence and integration procedures, as applicable, for acquisitions of partner distribution entities (PDE) identified.

Organization

This position currently has one direct report, with the potential for additional direct reports as the team grows. 

This position reports directly to the Director, Peak Altitude Finance, and will work closely with PDE Finance Department personnel. This position will collaborate with team members within finance, IT and other shared services departments to build and implement the Peak Altitude financial plan and ensure timely and accurate financial reporting.  

Duties and Responsibilities

Financial Reporting

• Review of financial information, including financial statements and management reports, for Peak Altitude
• Manage the process to ensure timely and accurate reporting of financial results for Peak Altitude
• Keep up to date with accounting regulations and guidance and ensure Peak Altitude is compliance with guidance
• Identify relevant GAAP accounting standards for financial reporting, purchase accounting and integration activities to ensure accurate accounting policies and processes are established and/or maintained
• Assist with requests of both internal and external auditors
• Establish strong working relationships with PDE finance and other senior leader(s) to promote transparency in financial reporting
• Assist with ad hoc requests and other duties related to financial reporting and analysis, as assigned

Integration

• Support the Finance Department’s due diligence process for potential acquisition opportunities identified for the Peak Altitude
• Advise and/or support PDE to transition from cash to GAAP accounting, as applicable
• Evaluate data and process needs to ensure accurate and complete financial reporting for PDE and Peak Altitude
• Liaison with F&G FP&A, Treasury, Financial Reporting, and Tax to ensure all F&G financial reporting needs are met for all PDE
• Collaborate with F&G Internal Audit & Financial Controls to identify and implement, as necessary, an internal control framework around the financial reporting process of the PDE and within Peak Altitude
• Work with F&G Accounting and IT departments along with PDE to ensure proper financial reporting data flow
• Advise in the development of process improvements (e.g., use of technology to drive automation) and efficiencies for flexible, scalable and accurate processes

Financial Planning

• Develop and manage timelines for an efficient, comprehensive process to produce financial projections and budget amounts for each PDE
• In partnership with the Director, Peak Altitude Finance, hold providers of plan deliverables accountable for delivery on a timely basis
• Manage the process for the production and distribution of aggregated GAAP projections and analysis across all PDE, considering material nonpublic information (MNPI) requirements 
• Establish a comprehensive understanding of key business performance drivers
• Understand expense drivers for Peak Altitude as well as for each PDE and represent projected expenses accurately in the plan

Experience and Education Requirements

• Bachelor's degree or commensurate experience required
• Strong accounting background required
• 7+ years’ operations experience in life insurance and annuity company and/or life insurance and annuity distribution company required
• Experience in financial plan preparation preferred
• Experience with M&A financial due diligence a plus
• Experience in independent life insurance and annuity distribution (IMO) financial reporting (Statutory and GAAP) preferred
• Experience in life insurance and annuity company financial reporting preferred
• Knowledge of life insurance and annuity products preferred
• Experience in end-to-end process design, project/product management/ownership preferred
• Experience with projections, general ledgers, databases and report writing
• Experience with Excel and PowerPoint required

Knowledge, Skills and Abilities

• Strong interpersonal skills – the ability to collaborate with a wide range of teams and individuals to achieve a common goal
• Ability to influence others outside of formal organizational hierarchy
• Inclined to seek and analyze data/information from a variety of sources to arrive at the best decisions and to align others with the organization's overall strategy
• Ability to lead and excel in a fast-paced production environment while addressing multiple projects and responsibilities
• Excellent communication and presentation skills
• Highly motivated, self-starter & team player with a high energy level and willingness to take on responsibility
• Ability to translate large amounts of data for analysis and transform this into actionable items
• Build trust and camaraderie between team members. Demonstrates strong integrity.

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Limited travel required (<5%)

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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

F&G is hiring for a Sr. Associate Actuary on the New Business Rate Setting team. This position is responsible for performing rate setting analysis, pricing, and risk analysis for F&G’s Annuity products, in accordance with established pricing guidelines and profitability targets to achieve F&G’s product strategy.

This position reports directly to the Director, New Business Rate Setting. The position is expected to interact with the inforce management, modeling, and finance teams as well as others across disciplines and functions.

Duties and Responsibilities

• Collaborate with distribution, competitive intelligence, investments, and company management to analyze pricing for annuity new business
• Perform analysis and contribute to rate decision recommendations for Annuity new business products by:
• Conducting pricing analysis to evaluate product profitability.
• Assessing and updating rate setting model inputs and assumptions.
• Performing analysis to understand reinsurance impacts of rate setting decisions.
• Creating demonstrations of Annuity new business profitability to support rate recommendations.
• Contribute to informed data-driven decisions based on a thorough understanding of product, profitability, capital utilization, and risk.
• Develop and update rate setting assumptions, maintain rate setting models, and create documentation to ensure appropriate governance procedures are followed.
• Support the integration of new products, reinsurance treaties, and other updates into recurring pricing analysis and rate setting processes.
• Develop and implement enhancements to create repeatable and scalable processes.

Experience and Education Requirements

• Bachelor's degree in mathematics, actuarial science or related degree or equivalent experience
• ASA required; FSA and MAAA Preferred
• 4+ years actuarial experience with progressively more responsibility
• Annuity product background preferred but not required, with preference for Fixed Annuity, Fixed Indexed Annuity, or Registered Indexed Linked Annuity experience
• Experience within various actuarial functions with an understanding of pricing, capital, and financial metrics
• Experience with and knowledge of GGY AXIS or similar actuarial modeling software

Knowledg, Skills & Abilities

• Demonstrated ability to apply actuarial principles to complex situations
• Strong problem-solving skills with analytical and reasoning abilities
• Unconditional integrity and commitment to delivering accurate information on schedule
• Demonstrated ability to proactively identify issues and to influence key project decisions to achieve desired outcomes
• Self-starter who demonstrates strong initiative and is able to operate efficiently in unpredictable and challenging environments, managing the delivery of projects in addition to individual tasks and processes
• Ability to collaborate with technical and non-technical audiences at all levels of leadership, either through verbal or written forms of communication

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• No travel is required for this position

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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%)

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Job Summary

The Hybrid Wholesaler is responsible for achieving sales results by supporting a defined group of targeted independent agents and IMO partners. This channel-aligned role focuses on deepening engagement with key partners by providing high-touch virtual/phone activities and strategic sales guidance, complemented by effective in-person visits and events.

Success in this role requires a balance in supporting National Accounts Manager(s) as well as management of individual relationships and contacts to grow sales. Activities include home office functions of account management (reporting, content creation, field and internal communication, virtual sales trainings, case support, CRM activity tracking, etc) as well as enterprising activities (self-directed in alignment with channel and account leaders) which effectively identify high-potential opportunities for delivery of sales support, marketing campaigns and case consultation. This Hybrid Wholesaler role will cover the states of OH, PA, WV, VA, NJ, MD, and DE. Living in the territory is a plus. 

Description                                                                                                                       

• Support the growth of sales by efficiently managing high-volume phone, email and virtual inquiries in tandem with targeted in-field opportunities.
• Partner with National Account VPs and National Account Managers to assist in new account onboarding, business development and account management.
• On an ongoing basis, profile and document agent/account approach, strategies, trends, production, etc.
• In person sales activities include: individual agent meetings, marketing meetings, training seminars, boot camps, agent conferences, back office training meetings, joint phone calls or appointments. You must have a willingness to host webinars and attend conference and meetings on weekends and evenings.
• Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures including: commission & contracting systems/processes, Salesforce, illustration software, relationships with TPAs, operations, and other F&G departments.
• Train agents and marketers on F&G illustration software, e-App tools and agent website; troubleshoot and/or report system issues.
• Maintain strong knowledge of life insurance industry and competitive landscape; Provide feedback to leadership on industry trends including threats and opportunities
• Build and maintain strong relationships with a designated target producers and key account-affiliated advisors; Serve as the primary wholesaler for assigned accounts, delivering consistent, personalized service and support.
• Assist in creation and distribution of marketing materials including PowerPoint presentations, sales concepts and agent collateral.
• Host webinars, small-group trainings, and one-on-one virtual and in-person sessions to educate agents on product positioning, underwriting, and sales strategies to drive business objectives and maximize placement.
• Complete additional tasks as assigned by leaders and external sales partners.

Knowledge, Skills & Abilities

• Highly knowledgeable regarding annuity or life insurance marketplace, annuity products and IMO distribution
• Ability to build mutually beneficial external and internal relationships
• Superior communication skills - oral, written and interpersonal skills are critical; Maintain professionalism in communication and conduct
• Appropriate management of travel budget to maximize results on investment
• Positive, creative and collaborative approach to challenges and tasks
• Drive to deliver results through extraordinary service quality and accountability
• Expert in manipulating illustration software and technologically proficient and knowledgeable in sales support tools
• Self-motivated with excellent critical thinking skills and the ability to work autonomously as a part of a high-performing team
• Advanced knowledge of MS Office, Word, Excel and Power Point required
• Salesforce CRM proficiency required; Ability to accurately and consistently document activities
• Effective and articulate presenter and trainer, virtually and in-person

Education Level

Bachelor's Degree

Years of Experience

• 5+ year of relevant experience in insurance sales, wholesaling, account management or financial services marketing
• Demonstrated success in sales, relationship management and/or marketing functions
• Combination of education and experience considered in lieu of degree.
• FINRA series 6 or 7, FINRA Series 63, State Insurance License required. 

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: 30% of the time.

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Job Summary

The Paralegal – PRT & Reinsurance provides professional-level legal support to the VP, Senior Corporate Counsel and broader Legal team in connection with Pension Risk Transfer (PRT) and Reinsurance & Capital Management matters. This role independently manages complex legal and administrative tasks, supports transaction execution, maintains legal records, and contributes to process improvements within a fast-paced, transactional legal environment.

Key Responsibilities 

Transaction & Legal Support (PRT and Reinsurance)

• Assist in the preparation, review, and management of transaction documents, including NDAs, commitment agreements, group annuity contracts, reinsurance treaties, trust agreements, and related ancillary documents
• Support attorneys in coordinating pension risk transfer and reinsurance transactions, including document tracking, execution, and closing processes
• Maintain and organize transaction records, ensuring accuracy, completeness, and accessibility
• Track post-transaction deliverables, including contract finalization, certificates, and compliance documentation
• Assist with drafting and submission of regulatory filings

Legal Research & Analysis

• Conduct comprehensive legal research as needed and summarize findings for attorneys
• Analyze legal and regulatory information impacting PRT and reinsurance activities
• Support responses to internal inquiries, regulatory requests, and examination materials

Case, Document & Records Management

• Manage complex legal files, including version control, document integrity, and audit readiness
• Maintain calendars and track deadlines for transactions, filings, and regulatory obligations
• Ensure proper organization of legal records in accordance with internal policies and regulatory requirements

Outside Counsel Coordination

• Coordinate with outside counsel on document exchange and matter status tracking

Process Improvement & Team Support

• Identify opportunities to improve legal workflows, document management, and transaction processes
• Support special projects and cross-functional initiatives led by Legal leadership
• Act as a liaison between Legal and business stakeholders to facilitate efficient handling of legal matters

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience
• 2+ years of paralegal or related legal experience, preferably in financial services, insurance, or transactional law

Licenses / Certifications

• Paralegal certification/designation preferred

Skills & Abilities

• Strong legal research skills and proficiency with legal research databases (e.g., LexisNexis)
• Understanding of transactional legal processes and lifecycle of legal documents
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong organizational skills with high attention to detail and accuracy
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Effective written and verbal communication skills
• Ability to work independently while collaborating with attorneys and cross-functional teams

Other Requirements

• Ability to work in a dynamic, deadline-driven environment
• Regular and punctual attendance
• Perform other duties and special projects as assigned
• Some travel may be required (less than 10%)

The Financial Reporting Accountant will perform various duties to ensure accurate and timely financial reporting for Fidelity and Guaranty Life and its subsidiaries. Areas of responsibility include preparation of financial statement and footnote disclosures required for Statutory reporting, preparation of the audited financial statements, the preparation of legal entity analytics and other quarterly reporting requirements. The Financial Reporting Accountant will also support the Statutory Financial Reporting team with requests from internal and external auditors.

Duties & Responsibilities

• Preparing components Statutory financial statements reporting packages as assigned, including related footnotes, schedules and analysis
• Preparing reconciliations and analysis of financial statements
• Executing internal controls designed to mitigate identified risks within the financial reporting process
• Assisting with requests of both internal and external auditors
• Identifying opportunities for process improvement and/or internal control enhancements
• Assisting with ad hoc requests, special projects and other duties related to financial reporting and analysis, as assigned

Knowledge, Skills & Abilities 

• Strong interpersonal and communication (verbal and written) skills
• Highly motivated and demonstrated ability to take initiative
• Ability to work both independently and as part of a team with professionals at all levels
• Ability to successfully work on multiple tasks/projects to meet critical deadlines
• Ability to successfully meet deadlines in a fast-paced environment
• Strong organizational and time management skills
• Intermediate understanding of Microsoft Office Suite (e.g., Excel, Word)
• Demonstrated ability to maintain confidentiality
• Ability to create complete accurate documentation of work performed
• Strong problem-solving skills
• Ability to work in a hybrid environment
• Ability to collaborate with internal customers and identify opportunities for improvement while demonstrating a strong desire to learn and grow

Qualifications

• Education- bachelor's degree in accounting, Finance, or related area
• Experience- 1+ year of relevant experience in related field

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Job Summary

The Manager, Investment Risk will manage key aspects of investment risk and credit risk modeling, including oversight and approval of data inputs and assumptions, investment analytics and reporting, establishing investment policy through risk appetite analysis.  This role will also be responsible for developing and implementing enhancements to the reporting process, as well as refining methodologies for risk monitoring.

This position reports to the Director, Financial & Investment Risk.  This position will work with other members of the Risk team and other functional areas within the Company, including Investments, Finance, Legal, IT, and key members of external asset managers serving the Company.

Duties and Responsibilities

• Manage expansion, enhancement and ongoing maintenance of asset models focused on credit risk and capital implications, including validation and approval of inputs and assumptions, analysis and reporting of credit risk analytics and results, and driving decision making from the model results
• Manage, enhance, and validate investments governance and documentation, including investment guidelines, and investment policies and limits, to reflect changing macro variables, changing company structure, reinsurance arrangements, regulatory updates and industry changes/reforms
• Manage and automate investment monitoring and reporting tools and systems, including investment limits based on liquidity, credit risk, capital at risk, and regulatory compliance reporting
• Partner with the Investments team to enhance portfolio monitoring and guide strategic decision-making
• Liaise with external asset managers to provide timely regular updates to reporting and analytics, scenario modeling, and data needs for improved and timely support of credit loss models and compliance reporting
• Liaise with partners in Finance and Actuarial to support platform modernization projects to best leverage the platforms for investment analytics, monitoring and compliance reporting, to help drive improvements to asset and ALM modeling, and to provide guidance and support for the successful completion of the modernization projects
• Work collaboratively with other personnel in the Risk department, supporting the expansion of the risk function
• Support efforts to grow distribution, helping to provide input to risk governance and feedback to the launch of new products and distribution channels.
• Promote risk informed decision making across the enterprise
• Support new reinsurance due diligence, establish/negotiate investment guideline, and operationalize process for monitoring
• Work closely with Investment Portfolio Analytics and external asset managers to report on portfolio metrics, provide analytical insights, and identify emerging risks
• Evaluate best practice credit risk modeling
• Assist with any ad-hoc analytical requests

Experience and Education Requirements

• Bachelor’s degree in mathematics, economics, investments or related field.
• 7 years of investment risk management experience or investment-related experience
• CFA, ASA, FRM and/or MFE designation preferred
• Experience with asset modeling, monitoring, and analytics preferred

Knowledge, Skills & Abilities

• Strong capabilities in MS Excel, familiarity with MS Access & SQL, and demonstrated capability to learn to work with modeling and analytic platforms such as Bloomberg, Aladdin and risk or ALM modeling platforms
• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Team player who is comfortable working in a dynamic, entrepreneurial environment
• Strong capabilities with Bloomberg, Aladdin or similar modeling and investment systems
• Demonstrated proficiency of Python through work projects
• Knowledge of cloud technologies such as Snowflake, AWS, Azure and GCP

Other Requirements

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

#IND-HP

#LI-MK1

#LI-Remote.