Director, Long Term Care Solutions

Socket.dev; Fort Worth (TX); Hybrid; USD 120,000 - 210,000; Full time

Job summary

First Command is seeking a Director of Long Term Care Solutions to lead LTC sales initiatives, educate Advisors, and align marketing with strategic goals. The role involves developing sales strategies, providing product expertise, and partnering with product management to ensure compliance.

The ideal candidate has 5+ years in financial services, LTC sales experience, and strong presentation/relationship skills.

Qualifications

• Minimum 5+ years in financial services.
• Experience in LTC sales, wholesaling, or related roles.
• Strong public speaking and presentation skills.

Responsibilities

• Drive LTC sales growth and provide product expertise.
• Collaborate with SMEs, financial planning, and training teams to develop education and sales training.
• Develop and execute sales strategy using data and insights for LTC in target markets.

Skills

Public speaking

Communication

Relationship building

Negotiation

Analytical thinking

Education

Bachelor's degree in business or finance

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 Financial Advisors with Long-term Care training and education to elevate the client experience and increase solution production. 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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