Director, Life Insurance Solutions
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How will this role impact First Command?
The company is seeking a leader who shares this passion for our mission and who can empower our Advisors with life insurance training and education to elevate the client experience and increase production. 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.
LI-BW3
LI-hybrid
©2026
First Command Financial Services, Inc. parent of First Command Brokerage
Services, Inc. (Member SIPC, FINRA), First Command Advisory Services,
Inc., First Command Insurance Services, Inc. and First Command Bank. Securities
products and brokerage services are provided by First Command Brokerage
Services, Inc., a broker-dealer. Financial planning and investment advisory services are
provided by First Command Advisory Services, Inc., an investment adviser.
Insurance products and services are provided by First Command Insurance
Services, Inc. Banking products and services are provided by First Command Bank
(Member FDIC).
Investment and insurance products are not deposits, are not insured by the
FDIC, and may lose value. A financial plan, by itself, cannot assure that
retirement or other financial goals will be met.
First Command does not discriminate in the recruiting of Financial Advisors on
the basis of race, color, religion, national origin, sex, marital status,
disability, age or veteran status. No information solicited by First Command
from you is intended to be used in a discriminatory manner. All information
provided by you will be reviewed carefully, but the receipt of an Advisor
application or other information does not imply that you will be offered the
opportunity to enter into a Financial Advisor/Agent Agreement with First
Command.
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