Director, Long Term Care Solutions

First Command Financial Services, Inc.Fort Worth, TX
Hybrid

About The Position

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.

Requirements

  • Bachelor’s degree in business or finance (preferred)
  • 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.
  • Series 6, 63, 65, and Life and Heath or Series 7, 66, and Life and Health
  • 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.

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 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.
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