Full-Time

Retirement Project Associate

Confirmed live in the last 24 hours

F&G

F&G

501-1,000 employees

Provides life insurance and annuities

Financial Services

Entry, Junior

Remote in USA

Category
Project Management
Business & Strategy
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Associate or bachelor’s degree; in lieu of degree 3+ years of relevant experience
  • 2+ years of professional work experience
  • Strong project reporting skills, with a focus on cross-functional communication.
  • Willingness to pivot when enterprise priorities shift
  • Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
  • Strong attention to detail
  • Ability to prioritize tasks without supervision
  • Active listener, diplomatic and able to challenge the status quo, respectfully
  • Appropriate sense of urgency with high level of personal accountability
  • Microsoft: Excel, PPT, WORD, Teams
Responsibilities
  • Collaborate with Retirement MC to develop and maintain a project portfolio in alignment with the organization’s strategic priorities.
  • Facilitate the intake, categorization, and prioritization of retirement projects and initiatives.
  • Ensure data is updated and available for portfolio leader’s assessments.
  • Assist in documenting project scope and objectives and documenting project plans to monitor and track progress.
  • Maintain retail project reporting in retail tool of choice.
  • Provide project support as needed – note taking, meeting scheduling or follow up on action items.
  • Partner with Retirement Chief of Staff to ensure projects are on track and are aligned to organizational priorities.
  • Establish and maintain regular reporting and dashboards on project progress, outcomes, and performance.
  • Provide process improvement recommendations to streamline Retirement project execution and operations.
  • Build and develop relationships at various levels for increased efficiency and effective responsiveness across functions.
  • Assist in preparing communication materials to enhance management and the execution of retirement business strategies.

F&G provides life insurance and annuities, focusing on helping individuals achieve financial stability and plan for their future. The company works closely with financial advisors and agents to create customized financial products that cater to the unique needs of their clients. With a strong presence in the U.S. market, F&G serves over 700,000 customers and collaborates with 44,000 licensed agents. Unlike many competitors, F&G emphasizes collaboration and empowerment, aiming to be a trusted partner in financial prosperity. The company is recognized for its reliability, holding high ratings from AM Best and S&P Global.

Company Stage

IPO

Total Funding

N/A

Headquarters

Des Moines, Iowa

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • The $250 million investment from Fidelity National Financial strengthens F&G's financial position, enabling further growth and innovation.
  • F&G's strategic investment in Quility positions it at the forefront of insurtech advancements, potentially leading to increased market share and customer satisfaction.
  • The company's cash tender offer and senior notes offerings indicate robust financial health and a proactive approach to managing debt and capital.

What critics are saying

  • The class action lawsuit over the MOVEit data breach could damage F&G's reputation and lead to financial liabilities.
  • High turnover in key positions, as seen with the departure of Luke Christenson, may disrupt strategic initiatives and operational continuity.

What makes F&G unique

  • F&G's long-standing presence since 1959 and high ratings from AM Best and S&P Global set it apart as a trusted provider in the life insurance and annuities market.
  • The company's focus on collaboration with financial advisors and agents allows for tailored financial products, distinguishing it from competitors who may offer more generic solutions.
  • F&G's recent investment in insurtech company Quility highlights its commitment to leveraging technology to enhance accessibility and streamline the insurance process.

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