Director, Annuity Solutions

How will this role impact First Command?

First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security.  The company is seeking a leader who shares this passion for our mission and who can empower our Financial Advisors with annuities training and education to elevate the client experience and increase solution production. The Director, Annuity Solutions plays a valuable role in helping our clients with replacement of retirement income and guaranteed accumulation techniques to help them in their continued pursuit of their financial objectives while achieving our annuity 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 annuity solutions as part of a comprehensive financial plan, including education, insights, and training to help better understand the features, benefits, and appropriate use of specific annuity 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 annuity solutions for the right markets and territories.

·        Cultivate strong relationships to become a trusted resource for annuity solutions, sales ideas, marketing, and education.

·        Develop approaches to scale our education and product-line resources and expertise. 

·        Remain current on the latest annuity 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 annuity principles and philosophies.

·        Ensure that all sales and marketing activities adhere to industry regulations and company policies.

What skills & qualifications do you need?

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 annuity sales, wholesaling, or a related role.

Certifications

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

Required Knowledge, Skills and Abilities

·        Self-motivated.

·        Strong understanding of annuity products and industry regulations.

·        Polished, engaging, and effective at public speaking - able to present to live audiences.

·        Excellent communication and presentation skill.

·        Relationship-building and negotiation skills.

·        Analytical mindset for market research and data analysis.

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