CUNA Mutual Group Benefits Overview

Supports annuity wholesalers and investment advisors by developing territory strategies, expanding advisor relationships, educating partners, answering product questions, and executing sales and marketing programs. The role provides product and process guidance, analyzes market and competitive information, supports presentations and training events, manages business development resources, and drives sales, market share, and asset growth. It requires financial-industry sales experience, annuity and variable-product knowledge, securities and insurance licenses, strong communication skills, and up to 20% travel.

Manages state tax compliance, research, planning strategies, and tax accounting processes. Reviews GAAP and statutory tax elements, leads tax projects and process improvements, oversees external consultants and vendors, identifies control weaknesses, and coordinates tax integration efforts. The role interacts with the IRS, auditors, regulators, and senior tax leadership while translating complex tax information into actionable guidance.

Performs complex tax research, data analysis, tax planning, and tax accounting review. Manages tax processes, projects, controls, external consulting resources, and tax integrations. Interacts with the IRS, auditors, regulators, vendors, and senior tax leadership while translating technical tax information into actionable guidance.