National Life Group · 2 weeks ago
Investment Product Management Associate, Equity Services Inc.
Addison, TX
Full-time
Hybrid
Mid Level
$72K/yr - $106K/yr
3+ years expNational Life Group is one of America’s fastest-growing insurance companies, seeking a qualified candidate for the role of Product Management Associate at Equity Services, Inc. This position focuses on supporting the development and oversight of the firm’s investment product platform, emphasizing product due diligence, training, relationship management, and content management.
Health CareInsuranceLife Insurance
No H1B
Responsibilities
Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements
Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm’s product platform
Oversee and continuously improve the firm’s product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite
Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts
Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration
Collaborate with the Head of Product Management to prepare agendas and materials for the firm’s Investment and Product Committees
Create clear, accurate and effective written communications and marketing materials in support of approved investment products
Provide outstanding customer service through written correspondence, phone, and web-based support, with occasional travel to ESI offices and industry events
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
3–5 years of experience in financial services, preferably within a Broker Dealer
Ability to obtain Series 7 license within 1 year of hire
Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed
Excellent written, verbal, and presentation skills, with a high attention to detail
Self-starter with a high degree of initiative and ability to prioritize competing tasks
Strong problem-solving skills with a proactive approach to finding answers and solutions with a lifelong learner mindset
Demonstrated ability to deliver exceptional customer service and build strong professional relationships
Ability to successfully pass a background check, including fingerprinting
Preferred
3-5 years of experience working with Registered Investment Advisors
Working knowledge of Broker/Dealer products and services
Experience creating training presentations for adult learners
Experience collaborating with Web or Marketing teams on required product updates
Benefits
Flexible and customizable to your and your family’s specific needs
Medical, financial, and/or other benefits
401(k) eligibility
Various paid time off benefits
Vacation
Sick time
Parental leave
Discretionary annual incentive programs
Company
National Life Group
National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
M
Mehran Assadi
Chairman, CEO & President
Recent News
2025-11-26
2025-11-08
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