First Command Financial Services

Director, Long Term Care Solutions

First Command Financial Services$110K — $130K *
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.
  • Proven experience in LTC sales or wholesaling.
  • Previous roles in sales, account management, or relationship management essential.
  • Required certifications: Series 6, 63, 65 and Life and Health or Series 7, 66, and Life and Health.
  • Strong knowledge of LTC products and relevant regulations.
  • Self-motivated with strong communication and negotiation skills.

Responsibilities

  • Drive sales and provide product expertise to boost business growth.
  • Travel and conduct client-facing events to facilitate growth.
  • Collaborate with SMEs and training teams to enhance education and training for sales.
  • Develop and execute a data-driven sales strategy for long-term care solutions.
  • Cultivate relationships to be a trusted resource for LTC solutions and education.
  • Work with IMOs and partners to market LTC products effectively.
  • Stay updated on industry trends to guide product management recommendations.

Benefits

  • Opportunity for professional development and training opportunities.
  • Dynamic and supportive work environment focused on financial security solutions.
  • Travel opportunities for client engagement and presentations.
  • Collaboration with industry experts and top management.
  • Participation in shaping the strategic direction for LTC products.
Full Job Description
Job Description

How will this role impact First Command?

The Director, Long Term Care Solutions plays a valuable role in helping clients protect against the risk of financial loss in the continued pursuit of their financial objectives while achieving our Long-Term Care Sales objectives. The successful leader in this role will offer sales support, training, and marketing materials to help Advisors effectively identify appropriate clients and situations to effectively position Long Term Care as part of a comprehensive financial plan, including education, 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 solution SMEs, financial planning experts, and the training team, to cultivate the best education and sales training for the company.
  • Develop and execute a sales strategy using data and insights to promote long-term care solutions for the right markets and territories.
  • Cultivate strong relationships to become a trusted resource for long term care solutions, sales ideas, marketing, and education.
  • Develop approaches to scale our education and product-line resources and expertise.
  • Remain current on the latest LTC 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 LTC 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 LTC principles and 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 relationship necessary.
  • Proven track record in LTC 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 LTC 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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