Director, Life Insurance Solutions

First Command Financial Services, Inc.; Fort Worth (TX); Hybrid; USD 100,000 - 150,000; Full time

Job summary

First Command Financial Services, Inc. seeks a Life Insurance Education and Sales Leader to empower Advisors with training and materials, elevating client experience and sales results.

You will drive sales, provide product expertise, and collaborate with product management and IMOs to ensure compliant, effective life insurance programs and education across the enterprise. This hybrid role requires travel for client events.

Qualifications

• Bachelor’s degree in business or finance (preferred).
• 5+ years’ experience in financial services.
• Proven track record in life insurance sales, wholesaling, or a related role.
• Certifications: Series 6, 63, 65, and Life and Health or Series 7, 66, Life and Health.

Responsibilities

• 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

Self-motivated

Life insurance knowledge

Public speaking

Communication

Relationship-building

Negotiation

Analytical mindset

Education

Bachelor’s degree in business or finance

Job description

Job Description

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.

Job Description

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.

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