CNO Financial Group

Learning and Development

• Function as an instructional designer (ID), meeting the responsibilities and accountabilities of the ID role.
• Leads and participates in the peer review process.
• Work closely with learning technology, marketing, legal, and compliance teams regarding requirements.
• Consult with the field learning strategy team to understand needs and make recommendations for solving business objectives through learning design.
• Collaborate with partners to manage projects by building project plans and align them to timelines and milestones; drive design projects to completion within established benchmarks; actively identify and communicate the root causes of risks to design timelines; work with the field learning strategy team to resolve them; and recommend solutions.
• Proactively communicates information learned at formal and informal meetings.
• Works with instructional design staff to create a design plan for project introduction.
• Collaborate with management to develop and implement a learning design framework and work to establish/conduct an outside-in approach to modernizing learning approaches and program life cycle.
• Be a catalyst for change - lead and participate in process and design ratio improvement.

Senior Instructional Designer

Business Development Rep

• Oversee the registered investment advisory platform offering programs which include pricing, systems and processes to optimize business outcomes
• Responsible for overseeing the business content of the firms Form ADV disclosures
• Develop strong relationships with advisors, vendors, wholesalers, and platform providers for the registered investment advisory business and the broker/dealer business
• Identifies opportunities and drives adoption of new registered investment advisory programs through promotion, training, and partnership with vendors
• Develops messaging for marketing campaigns, creates content and presentations, and implements with our field in a regulatory compliance manner
• Oversee the management and coordination of the firms’ approved programs and approved product lists
• Provides oversight of the support for portfolio construction and other services necessary for the smooth operation of rep advised and rep guided programs
• Works closely with CNO partners including marketing and field development to support campaigns, recruiting, and training initiatives
• Manages field communications, firm conferences, webinars, promotions such as TWFA, Top Producers and similar, the BLS/BLAS Blog content
• Home office sponsor of the BLS/BLAS Advisory Council

Business Development Manager

Recruitment

• Build a recruiting center through the sourcing, training, management, and retention of external candidates into the recruiter position.
• Identify and develop high potential recruiters into Team Leaders.
• Weekly review of center results with performance management of underperforming recruiters.
• Ongoing coordination with external vendors to coordinate the successful onboarding of new recruiters and manage performance issues.
• Active daily monitoring of branch office support needs based on candidate lead volumes, with appropriate coordination of recruiter shifts in alignment with branch office needs and expectations.
• Build positive relationships with branch offices through weekly account management/training sessions between branch office contacts and recruiters.
• Identify and respond to varying recruiting markets with appropriate strategies to achieve results.
• Assist in the development and rollout of new recruiting programs and services to field offices.
• Develop and deliver recruiting training to field offices.
• Support branch offices with their use of Avature CRM, including calendar updates and branch metrics.
• Ongoing training and support of field use of Avature, licensed agent scripts, and other recruiting resources.
• Partner with peers within the Bankers Recruiting Center and Home Office.
• Measure and drive recruiting KPIs for recruiters and center on weekly and monthly basis.

Supervisor, Agent Recruiting Center

Security Engineer

• Participating in projects as required, including analyzing, designing, developing, and implementing security solutions which protect the information assets while enabling business functionality.
• Supporting annual projects and deliverables established using company business goals and strategies, as communicated by the CISO and Director IT Security, Identity.
• Creating clear engineering diagrams, security analysis, whitepapers, system documentation, presentations, and other deliverables.
• Utilizing automation that advances security posture in terms of efficiency and effectiveness.
• Planning, designing, implementing, and maintaining identity and privileged identity security-related technologies.
• Utilizing software and hardware tools to identify and diagnose problems affecting information security tools and systems providing 2nd and 3rd tier operational support.
• Providing information security expertise and consulting to internal IT, business system owners, and other stakeholders.
• Performing product and solution life cycle management ensuring capacity, integrity and availability of all security systems.
• Ensuring new and existing products conform to information security policies, standards, and best practices.
• Conducting research on emerging technologies in support of enterprise operations.
• Reviewing new and existing system designs for compliance with security standards and best practices.

IT Identity Security Engineer

• Source, interview, recruit, and close agents and management candidates for the PMA Field Worksite sales organizations.
• Support Worksite IMO's by effectively sourcing, interviewing, and onboarding licensed and non-licensed agent candidates.
• Establish referral sources for agent and management candidates.
• Development of new sources for attracting talent.
• Participate in career fairs, attend industry association gatherings and search Internet sites offering potential sourcing opportunities.
• Build and establish relationships internally with the home office recruiting team, but also foster relationships with our field managers and agents.
• Provide informal coaching at all levels of field sales organizations on effective sourcing/recruiting techniques.
• Complete weekly KPI reporting to reflect all goals and metrics.
• Execute against established monthly, quarterly recruiting objectives tied to the National Recruiting Manager position.

National Recruiting Manager

Attorney

• Exercise independent judgment in managing incoming correspondence.
• Record complaint information, escalate matters, and monitor status.
• Apply sound judgment in assisting with enforcing disciplinary measures.
• Provide research and documentation to assist with responding to inquiries.
• Review and approve advertising materials for compliance standards.

Legal Compliance Analyst

Application Engineer

• Design, implement, and maintain scalable, resilient software solutions through a mix of third-party PaaS/SaaS applications and in-house, custom developed solutions.
• Diagnose and resolve issues related to application functionality, integration, reliability, and efficiency through systematic analysis.
• Author clean, maintainable, and well-documented code following industry best practices and internal standards.
• Oversee code quality of developers and engineers for the assigned scope of applications.
• Assess and implement optimizations for applications that improve performance, stability, and scalability to support business growth.
• Research and integrate emerging technologies, frameworks, and methodologies to enhance system capabilities.
• Produce technical specifications, diagrams, and process documentation for knowledge sharing.
• Partner with product managers, architects, application vendors, developers, QA engineers, and infrastructure teams to deliver robust solutions aligned with business objectives.

Financial Planning and Analysis

• Manage, evaluate, and execute key business objectives for Colonial Penn and Washington National
• Lead a team of Sales Operations Coordinators
• Serve as a project manager for key sales projects
• Work closely with Customer Engagement, Training, and Quality Assurance teams
• Act as a key stakeholder for sales platform enhancements
• Collaborate with Licensing, IT, Marketing, and Legal
• Support the management of Inbound call center activities
• Establish scalable and measurable processes to support the long-term success
• Drive business process optimization to enhance sales growth and efficiency
• Perform comprehensive sales data integrity checks
• Utilize Microsoft 365 tools to design workflows

Strategic Planning Manager

Bilingual

• Provide support in both customer activation and concierge services in English and Spanish
• Resolve pending application items, collect premiums, and educate customers on policy benefits
• Ensure compliance and provide real-time support to Spanish-speaking admin associates
• Contact customers to follow-up and collect on pending requirements on applications and initial premium payments
• Document all actions in the system and reschedule calls as needed
• Make recommendations for process improvements to enhance service quality and efficiency
• Consult with internal departments to resolve customer issues
• Participate in special projects and pilot programs

Bilingual Customer Activation Representative

Sales Operations Manager

• Provide administrative support for Washington National and Colonial Penn sales platforms, product expansion, and the adoption of new technologies
• Manage daily communication with sales partners to ensure seamless operations by addressing any issues or inquiries
• Manage agent onboarding, maintain licensing updates, and communicate daily with partners
• Analyze sales data to verify data integrity, identify potential issues or anomalies, conduct root cause analysis, and collaborate on creative solutions
• Assist in developing and implementing sales processes, tools, and best practices to enhance productivity and effectiveness for internal and external sales teams
• Monitor partners and internal agent renewal process monthly to ensure no pay delays due to agent license non-renewal
• Conduct UAT business testing for sales platform rollouts and updates with our IT agile partners
• Assist in D2C pilot and other projects designed to drive and test sales growth and efficiency
• Provide backup for monitoring lead distribution flows and provide hourly lead reports
• Identify bottlenecks in sales processes and recommend improvements to streamline operations and increase productivity
• Utilize Microsoft 365 tools to design and build workflows that support sales pilots and other critical initiatives

Senior Sales Operations Coordinator

Actuary

• Managing the company’s asset liability management (ALM) risks in coordination with 40|86, Actuarial and Finance
• Developing and maintaining programs required for managing A-L risk, including programs for measuring liability duration and hedging the Fixed Indexed Annuity and Indexed Universal Life products
• Supporting Actuarial Valuation for investment related needs, including the development and maintenance of asset models for cash flow testing and the development of investment and market related assumptions used in reserving
• Supporting Finance with the development and maintenance of program to allocate Net Investment Income and related analyses
• Supporting corporate initiatives including M&A and reinsurance
• Engaging with the Investment and ALM Committee and the Investment Committee of the Board of Directors as directed by the Chief Investment Officer
• Managing 1-2 direct reports in the completion of their assigned duties
• Working closely with 40|86 on duration management, hedging and actuarial matters

Senior Managing Actuary, ALM

Infrastructure Engineer

• Serve as Tier 4 escalation point for complex physical and virtual desktop computing issues
• Design and implement strategies and roadmaps across the enterprise for Infrastructure portfolio technologies
• Develop roadmap of evolution from current to future state for in-scope infrastructure
• Identify and document technical and architecture requirements for solutions implemented by internal teams and third-party partners
• Assess and review architectural implementation of systems and projects for conformance with defined standards
• Document architecture design and analysis work
• Collaborate with business partners, software engineers, technology and operations leadership to advance business outcomes
• Work with 3rd party vendors and Managed Services team to develop and implement technology-enabled roadmaps
• Verify compliance with all technical requirements
• Train and act as a resource and mentor for Infrastructure architecture team members and IT peers
• Provide proactive troubleshooting, personalized service, and white-glove support to executive leadership
• Manage vendor relationships and align desktop computing strategies with broader business outcomes

Lead Infrastructure Architect, Computing Technologies

• Champion collaboration platforms and drive enterprise-wide adoption (Microsoft Teams, Outlook, SharePoint, Viva Engage)
• Design and implement strategies and roadmaps across the infrastructure collaboration portfolio
• Develop roadmap for evolution from current to future state
• Identify and document technical and architecture requirements for solutions and third-party partners
• Assess and review architectural implementation of systems and projects to ensure conformance with standards
• Document all architecture design and analysis work
• Collaborate with business partners, software engineers, technology and operations leadership to advance business outcomes
• Work with 3rd party vendors and Managed Services to develop and implement technology-enabled roadmaps
• Verify compliance with all technical requirements
• Train and act as a resource for Infrastructure architecture team members and IT peers
• Resolve complex issues up to the executive level; provide proactive troubleshooting and personalized service

Lead Infrastructure Architect – Collaboration Technologies

Systems Engineer

• Preparing detailed specifications based on gathered requirements; analyzing requirements and evaluating multiple options to best address software system requirements
• Collecting and analyzing information from system users to assess system scope and objectives
• Performing hands-on activities to develop, tune, maintain, and support nightly processing, reporting, and query capabilities to ensure a high performing system
• Developing specifications, diagrams and flowcharts to address system needs
• Performing troubleshooting of system issues and performing ongoing maintenance and development on the system; installing software and performing moderate to major system enhancements
• Preparing and maintaining technical documentation to guide system users
• Acting as a resource to other systems analysts
• Providing input and subject matter expertise on respective systems in support of large projects
• Participating in recommending new system functionality and upgrade planning