This position reports to the Senior Vice President ? Chief Legal Officer and is responsible for providing analysis and counsel on general legal matters. In this role, you must be able to recommend and develop company policy and position on a variety of legal issues and provide counsel to managers and officers on legal matters impacting their areas of responsibility. To ensure success you must have sound knowledge and understanding of applicable laws and regulations, the ability to make prudent legal decisions, and be a team player with outstanding advocacy and communication skills.
Advise executives and management on various legal matters, including issues of a highly sensitive and complex nature.
Handle a wide variety of general corporate transactional matters, including life insurance compliance, SEC filings, statutory filings, tax inquiries, employment law, and corporate governance.
Play an integral role in drafting, reviewing, and administering company products.
Draft and review material and forms related to company products.
Perform a variety of tasks related to fixed and fixed indexed annuities, including contract form review, advertising review, illustration drafting and review, and general regulatory compliance.
Manage complex litigation, including management of outside counsel during each stage of litigation.
Conduct and coordinate research into a variety of legal issues with high levels of risk exposure to the company.
Develop and recommend company policy and procedures and manage implementation of required changes.
Review and negotiate contracts with outside vendors.
Perform legal research and writing on complex matters.
Supervise and assign projects to support staff.
Represent the company to administrative and regulatory bodies at state and federal levels, and interact with regulators directly on a routine basis.
Perform other duties as assigned by the Chief Legal Officer.
Knowledge, Skills, & Abilities
Excellent interpersonal, verbal, and written communication skills
Knowledge of statutes, rules, and regulations pertaining to businesses
Proficient understanding of business practices, sensitivities, and confidentiality
Creativity and ability to be a problem solver
Flexibility in work schedules
Strong organizational skills
Ability to work effectively in a team setting
Ability to multi-task and adapt to change
Ability to recognize critical problems and opportunities
Ability to manage complexity and ambiguity
Knowledge of grammar and usage rules, and ability to edit and proofread effectively
Education & Experience
Juris Doctor degree from accredited law school
5+ years of experience specifically with fixed and fixed indexed annuities (tasks described above)
12+ years practice with an established law firm or in a corporate legal department (internal legal department preferred)
Prior life insurance company experience from an issuer company is highly preferred
Prior broker/dealer experience is preferred
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Regular and predictable attendance is required.
The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
The physical demands described here are representative of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Statement of Other Duties Proviso:
The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.
Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.
The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.
Job Type: Full-time