First Command Financial Services

Director, Life Insurance Solutions

First Command Financial Services$125K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business or finance preferred
  • 5+ years' experience in financial services
  • Experience in sales, account management, or client relationships
  • Proven track record in life insurance sales or wholesaling
  • Certifications: Series 6, 63, 65, and Life & Health or Series 7, 66, and Life & Health
  • Strong understanding of life insurance products and regulations
  • Polished public speaker with effective communication skills

Responsibilities

  • Drive sales and provide product expertise to support business growth
  • Conduct client-facing events in the field to facilitate sales
  • Collaborate with product-line SMEs to develop effective education and training
  • Create and execute sales strategies using data for targeted marketing
  • Build strong relationships as a trusted resource for training and solutions
  • Stay updated on industry trends to advise product management
  • Partner with IMOs and external partners for education and marketing

Benefits

  • Opportunity to impact life insurance sales objectives
  • Access to training and resources for professional development
  • Dynamic environment with direct client engagement
  • Collaborative culture with cross-functional teamwork
  • Focus on relationship-building and strategic marketing
Full Job Description
Job Description

How will this role impact First Command?

Play a valuable role in helping achieve our Life Insurance Sales objectives. Offer sales support, training, and marketing materials to help advisors effectively sell life insurance products. Provide valuable insights and training to help better understand the features, benefits, and appropriate use of specific life insurance products.

What will the employee do in this role?
  • Drive sales, provide product expertise, and support business growth throughout the enterprise. This includes traveling into the field and conducting client-facing events to facilitate growth.
  • Work closely with other product-line SMEs, planning, and training, to cultivate the best education and sales training for the company.
  • Develop and execute a sales strategy using data to promote life insurance products, targeting specific markets, and territories.
  • Cultivate strong relationships to become a trusted resource for life insurance training, sales solutions, marketing, and education.
  • Develop and consider how to scale our education and product-line resources and expertise.
  • Stay updated on the latest life insurance products, industry trends, and regulations to provide informed recommendations to our product management and product development teams.
  • Work closely with our IMOs and external business partners in the facilitation, education, training, and marketing of life insurance products.
  • Partner with product management to ensure all sales activities and interactions comply with industry regulations and company policies.
  • Partner with product management to inform our overall sales cycle.
  • Inform, shape, and comply with First Command's Life Insurance philosophies.
  • Ensure that all sales and marketing activities adhere to industry regulations and company policies.

Skills & Qualifications

Education
  • Bachelor's degree in business or finance (preferred)

Work Experience
  • 5+ years' experience working in financial services.
  • Previous roles involving sales, account management, or relationships necessary.
  • Proven track record in life insurance sales, wholesaling, or a related role.

Certifications
  • Series 6, 63, 65, and Life and Heath or Series 7, 66, and Life and Health

Required Knowledge, Skills and Abilities
  • Self-motivated.
  • Strong understanding of life insurance products and industry regulations.
  • Polished, engaging, and effective at public speaking - able to present to live audiences.
  • Excellent communication and presentation skills.
  • Relationship-building and negotiation skills.
  • Analytical mindset for market research and data analysis.


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About First Command Financial Services

First Command Financial Services, Inc. is a financial planning organization that focuses on serving the unique needs of military families. The company was founded in 1958 by a retired Air Force officer and has since grown to serve clients across the United States. First Command offers a range of financial planning services, including investment management, retirement planning, insurance, and banking. The company is committed to providing personalized service and education to help military families achieve their financial goals.
Learn more about First Command Financial Services
Size
500 employees
Industry

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