Finance Leadership Rotational Program Associate

National Life Insurance • Addison, TX

2d • $59,625 - $87,450 • Hybrid

About The Position

National Life Group is seeking talented, driven candidates for its Finance Leadership Rotational Program, beginning in Summer 2026. The program consists of three approximately one-year rotations through finance and accounting functions. It is designed to develop financial acumen, business knowledge, and understanding of National Life Group and the life insurance industry, while preparing participants for future growth opportunities. Participants receive on-the-job learning and continuous mentorship. Candidates pursuing a CPA, CIA, CMA, or similar designation may receive rotations that provide qualifying experience and supervision for the credential.

The position currently follows a hybrid schedule, with an expectation of working in the office four days per week on core days: Monday through Thursday. The schedule and core days may change with advance notification and manager discretion. The role offers exposure to financial reporting, corporate accounting, internal audit, treasury, reinsurance, field services finance, financial planning and analysis, and tax. Applicants must be authorized to work without visa sponsorship.

The base salary range is $59,625–$87,450 USD. The total compensation package may include medical, financial, and other benefits, including 401(k) eligibility, paid time off, and possible participation in discretionary annual incentive programs. Benefits start on day one and are described as flexible and customizable.

Requirements

• Bachelor’s degree.
• Demonstrated leadership abilities.
• Excellent written and verbal communication skills.
• Creative problem-solving and strong analytical reasoning skills.
• Strong interpersonal skills.
• Highly motivated and self-directed.
• Ability to work independently within established timeframes.
• Ability to think strategically and respond tactically in a dynamic environment.
• Well organized and able to handle multiple priorities at one time.
• Comfort with ambiguity.
• Stay curious and open to AI-enabled ways of working; exercise sound judgment in reviewing AI-generated content and use AI responsibly in accordance with company policies.

Nice To Haves

• Bachelor’s degree in Accounting, Finance, Math, Economics, or Business is preferred.
• Pursuing a CPA, CIA, CMA, or similar designation; the program may provide rotations with qualifying experience and supervision.

Responsibilities

• Learn about GAAP and statutory financial statements, participate in the financial close, and work with internal stakeholders and external auditors to communicate results.
• Assist with recording direct expenses, including accounts payable, expense accruals, allocations, and cash account reconciliations; gain exposure to finance IT systems.
• Develop a foundational understanding of audit processes, including risk assessment, internal control identification, and testing techniques.
• Learn how cash moves into and out of the organization and assist with banking solutions and services; support cash forecasting and daily cash management, liquidity, and debt obligations.
• Assist with administration of reinsured policies in accordance with reinsurance agreements, coordinating with reinsurers, underwriters, and claims examiners to support accurate financial reporting.
• Support distribution through planning, forecasting, and reporting sales results; creating and administering field incentives; budgeting and managing distribution expenses; and providing performance insights to distribution leadership.
• Learn how the organization measures and evaluates financial performance, projects future results, and sets short- and long-term targets while working with enterprise stakeholders.
• Contribute to corporate tax compliance, tax accounting, and data-analysis-driven process improvements.
• Perform other duties as assigned.
• Use approved AI tools appropriately, review and validate AI-generated content, and maintain accountability for accuracy, quality, fairness, and integrity while following company policies and AI guiding principles.

Benefits

• Benefits begin on day one and are flexible and customizable to employees’ and families’ needs.
• Medical benefits.
• 401(k) eligibility.
• Paid time off, including vacation and sick time.
• Parental leave.
• Potential eligibility for discretionary annual incentive programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level