Director, Long Term Care Solutions

First Command Financial Services, Inc.

Fort Worth (TX)

Hybrid

USD 90,000 - 130,000

Full time

11 hours ago
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Job summary

First Command Financial Services, Inc. is seeking a Director of Long Term Care Solutions in Fort Worth, TX to empower Financial Advisors with LTC training and education.

The role drives product expertise, sales support, and marketing materials to position LTC within comprehensive financial planning. You will develop scalable education and sales strategies, stay current on LTC products and regulations, and partner with IMOs and product management to ensure compliant, effective client solutions.

Qualifications

  • Bachelor's degree in business or finance preferred.
  • 5+ years in financial services with sales/account management.
  • Proven LTC sales/wholesaling experience.

Responsibilities

  • Drive sales and support business growth; travel for client events.
  • Collaborate with solution SMEs and training teams on education and sales training.
  • Develop and execute LTC sales strategies across markets and territories.
  • Build trusted relationships with partners, marketing, and product teams.
  • Stay current on LTC products, trends, and regulations; inform PM teams.
  • Ensure compliance with industry regulations and company policies.
  • Coordinate with IMOs and external partners on LTC education and marketing.
  • Shape First Command LTC principles and sales philosophy.
  • Support education resources and product-line knowledge expansion.

Skills

LTC sales
Public speaking
Relationship management
Communication
Data analysis
Sales training

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 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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