Full-Time

Lead Associate

Strategy, Employee Benefits

Posted on 2/17/2025

Protective Life

Protective Life

1,001-5,000 employees

Provides financial planning and life insurance services

Fintech
Financial Services

Compensation Overview

$107.3k - $165kAnnually

Senior, Expert

Remote in USA

The position can be virtual or based in one of the offices in Birmingham, AL, Long Island, NY, Covington, KY, or St Louis, MO. The candidate may need to travel to New York or Alabama one to two times per quarter.

Category
Strategy Development
Business & Strategy
Required Skills
Excel/Numbers/Sheets

You match the following Protective Life's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree and 7+ years of experience
  • Exceptional knowledge of MS Office, specifically strong proficiency in MS PowerPoint
  • Strong presentation design skills with ability to clearly convey information including data visualization
  • Excellent interpersonal skills including the ability to build relationships and trust; ability to influence across the organization including Executive Leadership
  • Demonstrated history of exercising sound judgement when making decisions by carefully analyzing and understanding complex business situations
  • Experience with strategic implementation and use of change management techniques
  • Willingness to learn and embrace new technologies
  • Proactive self-starter and problem solver
  • Detail oriented with exemplary planning and time management skills, sense of urgency, and comfort level with holding others accountable
  • Highly organized with the ability to lead cross-functional teams
  • Excellent verbal and written communication skills
  • Ability to maintain strict confidentiality on all sensitive subjects such as board presentations, company earnings, strategy, and personnel files
  • Ability to travel to New York or Alabama one to two times per quarter
Responsibilities
  • Establishes and facilitates the development and coordination of Divisional strategy and planning work and in partnership with the Executive Leadership Team
  • Will be a representative member of the Executive Leadership Team partnering to define scope, approach, accountabilities, operating rhythms, and execution plans for all key divisional initiatives
  • Understanding the Corporate and Divisional annual planning cycles, initiating deliverables as needed, developing various content, and helping to ensure deliverables remain on track
  • Facilitates key planning/alignment/progress sessions to establish Divisional goals, priorities, and initiatives linked to corporate goals
  • Drives annual process and prioritization delivering Divisional operating plans for the next year, linked to budget and Divisional performance
  • Manages cross-functional and cross-organizational interdependencies and takes a leadership role in the change management process. Builds and maintains an enterprise-wide view of the needs and demands required to satisfy the Divisional goals and objectives
  • Provides counsel to senior management on the opportunities and challenges in satisfying goals and objectives. Distills, synthesizes, and clearly communicates complex details to facilitate timely and effective decision-making
  • Plans and efficiently facilitates delivery of regular Divisional communication and events including newsletters, townhalls, planning sessions and more
  • Creates and maintains a Divisional calendar. Prioritizes urgent matters by providing reminders for upcoming deadlines, deliverables, and events. Facilitates operating rhythms and management routines across the Division
  • Create and update complex and detailed PowerPoint presentations and Excel spreadsheets in support of Quarterly Business Review, Board of Directors, Rating Agency, all-division communications, Corporate Officers Meeting, Senior Leader Meeting, National Sales Conference, and other key events
  • Acts as a liaison with the EBD Project Management office, Corporate Project Management office, IT, HR, and other key stakeholders across Protective Life to ensure teams are aware of divisional priorities
  • Act as a representative and ambassador, including contact with both internal and external associates, virtually and in person
  • Management oversight for the Executive Administrator and Office Coordinator for the Employee Benefits Division

Protective Life provides financial planning and life insurance services aimed at individuals and businesses. The company offers a variety of products, including life insurance policies and retirement planning guides, to help clients secure their financial future. Their services are designed to assist financial advisors, insurance agents, and individual clients in protecting assets and planning for retirement. Protective Life operates through both business-to-business (B2B) and business-to-consumer (B2C) models, partnering with financial professionals while also reaching out directly to clients via their online platform. What sets Protective Life apart from competitors is their focus on excellent customer service and the provision of educational resources, which empower clients and advisors to make informed decisions. The company's goal is to help clients achieve financial security through comprehensive solutions and support.

Company Size

1,001-5,000

Company Stage

IPO

Total Funding

N/A

Headquarters

Birmingham, Alabama

Founded

1842

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital insurance solutions drives innovation in the life insurance sector.
  • The rise of fee-based advisory services reshapes the financial planning landscape.
  • Big data analytics in underwriting allows for more personalized and competitive products.

What critics are saying

  • Increased competition from digital-first platforms could erode Protective's market share.
  • Rising interest rates may impact the attractiveness of life insurance products.
  • Growing demand for personalized solutions challenges Protective's traditional offerings.

What makes Protective Life unique

  • Protective.com emphasizes excellent customer service and educational resources for informed decision-making.
  • The company offers support and training for financial advisors and insurance agents.
  • Protective.com operates on both B2B and B2C models, reaching diverse client bases.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

Paid Vacation

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Employee Assistance Program

Company News

Coverage
Dec 11th, 2024
Protective Partners With Ipipeline

Protective Life <i class="fa fa-info-circle company-popover" data-content="h3Protective Life/h3. div. table

PR Newswire
Oct 8th, 2024
Cetera Announces Agreement with Protective Life to Acquire Concourse Financial Group Securities

Cetera announces agreement with Protective Life to acquire Concourse Financial Group Securities.

Yahoo Finance
May 7th, 2024
Protective Life Corporation Names Dom Lebel As Svp & Chief Risk Officer

Dom Lebel named SVP, Chief Risk Officer for Protective (Photo: Business Wire)Casey Hardeman promoted to SVP, Financial Planning & AnalysisBIRMINGHAM, Ala., May 07, 2024--(BUSINESS WIRE)--Protective Life Corporation (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announces that Dom Lebel has joined the company as SVP & Chief Risk Officer, effective May 6. The company also announced Casey Hardeman has been promoted to SVP, Financial Planning & Analysis.As CRO, Lebel’s primary responsibility is providing independent oversight of enterprise risks with a focus on insurance and product related risks, credit and market risks, as well as operational and technology risks. Lebel will join Protective’s Performance & Accountability Committee, a group of the company’s top executive leaders. He will report to Steve Walker, Vice Chairman, Finance & Risk."We are thrilled to have Dom join Protective. He is a proven leader with a deep understanding of our industry and the issues impacting our business," said Walker

Business Wire
May 7th, 2024
Protective Life Corporation Announces Board Of Directors Updates

BIRMINGHAM, Ala.--(BUSINESS WIRE)--Protective Life Corporation (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (Dai-ichi, TSE:8750), announces updates to its board of directors. Newly appointed directors include Stephen Barnham, Senior Managing Executive Officer, Chief Information Officer and Chief Digital Officer of Dai-ichi Life Holdings, Inc.; Joseph Guastella, Owner of OJW Advisors; Bruce Koepfgen, former President of Janus Capital Group and former EVP, Head of North America, of Janus Henerson Investors; and Satoshi Takemoto, Executive Officer and Chief General Manager of North America of Dai-ichi Life Holdings, Inc. and President and CEO of DLI North America, Inc. All changes went into effect April 3, 2024. “Through their diverse and robust experience, Protective’s Board of Directors have collectively helped guide the company to our current position of strength,” said Michael J

Business Wire
May 7th, 2024
Protective Life Corporation Names Dom Lebel As Svp Chief Risk Officer

BIRMINGHAM, Ala.--(BUSINESS WIRE)--Protective Life Corporation (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announces that Dom Lebel has joined the company as SVP & Chief Risk Officer, effective May 6. The company also announced Casey Hardeman has been promoted to SVP, Financial Planning & Analysis.As CRO, Lebel’s primary responsibility is providing independent oversight of enterprise risks with a focus on insurance and product related risks, credit and market risks, as well as operational and technology risks. Lebel will join Protective’s Performance & Accountability Committee, a group of the company’s top executive leaders. He will report to Steve Walker, Vice Chairman, Finance & Risk.“ We are thrilled to have Dom join Protective. He is a proven leader with a deep understanding of our industry and the issues impacting our business,” said Walker