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Your Information

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Use your resume or LinkedIn Profile to fill in many of the fields on this application form.

Personal Information

How did you hear about us?

If you were referred to us by one of our employees, who can we thank for referring you?

 

All offers are contingent upon the successful completion of a references and background check.  We may contact any number of references that you provide to us, which may include former/current managers.  For confidentiality reasons, an external vendor is used to verify dates of employment, highest educational degree attained, and criminal history.  All background checks will be conducted in accordance with state and federal law. 

 

Please note that not all crimes are considered disqualifying; however, federal law prohibits insurance companies from hiring anyone convicted of a felony crime  involving dishonesty or a breach of trust. 

Additional Information

1. Are you prevented from becoming lawfully employed in this country because of visa or immigration status? (Proof of citizenship and/or immigration status is required upon employment.)

2. Has any domestic or foreign court ever:

2.1  enjoined you in connection with any investment-related activity;

2.2  found that you were involved in a violation of any investment-related statute(s) or regulation(s); or

2.3  dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you by a state or foreign financial regulatory authority?

3. Have you executed any agreement with your current or a prior employer which imposes any restriction, limitation or condition on your work activities or employment (e.g. non-compete, non-solicitation, confidentiality)?

4. Has the SEC, CFTC, another Federal or state regulatory agency (including securities, banking, or insurance), a foreign financial regulatory authority, the National Credit Union Administration, or a selfregulatory organization (such as FINRA, NYSE, or other exchanges) ever found you to have violated their rules, or have any of these agencies imposed a final order that bars or otherwise disciplines you?

5. Are you named in any pending investment-related civil action that could result in a yes answer to any part of question #3?

6. Are you presently named in any customer complaint, arbitration, or lawsuit, or do you have a copy of any complaint that has not been previously submitted to the firm?

7. Have you been the subject of a disciplinary action by a professional organization such as bar association, association of CPAs, etc.?

8. Have you filed for bankruptcy or been the subject of an involuntary bankruptcy petition?

9. Do you have any unsatisfied judgments or liens against you?

10. Has a bonding company ever denied, paid out on, or revoked a bond for you?

Any 'Yes' answer must be explained in the space provided here:

Do you now or will you in the future require any visa sponsorship by National Life (e.g., H-1B visa) to work at the company?

Resume and Questions

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Work and Education History

Employment History

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Education History

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Other History

References

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Certificates and Licenses

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