How will this role impact First Command?

First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission and who can empower our Financial Advisors with annuities training and education to elevate the client experience and increase solution production. The Director, Annuity Solutions plays a valuable role in helping our clients with replacement of retirement income and guaranteed accumulation techniques to help them in their continued pursuit of their financial objectives while achieving our annuity 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 annuity solutions as part of a comprehensive financial plan, including education, insights, and training to help better understand the features, benefits, and appropriate use of specific annuity products.

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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 annuity solutions for the right markets and territories.

· Cultivate strong relationships to become a trusted resource for annuity solutions, sales ideas, marketing, and education.

· Develop approaches to scale our education and product-line resources and expertise.

· Remain current on the latest annuity 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 annuity principles and philosophies.

· Ensure that all sales and marketing activities adhere to industry regulations and company policies.

**What skills & qualifications do you need? **

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 annuity sales, wholesaling, or a related role.

**Certifications **

· Series 6, 63, 65, and Life and Heath or Series 7, Series 66, and Life and Health

Required Knowledge, Skills and Abilities

· Self-motivated.

· Strong understanding of annuity products and industry regulations.

· Polished, engaging, and effective at public speaking - able to present to live audiences.

· Excellent communication and presentation skill.

· Relationship-building and negotiation skills.

· Analytical mindset for market research and data analysis.

#LI-NC1

#LI-Hybrid

Required Skills

Required Experience

Specialized or Technical Knowledge and Skills:

1. A Bachelor’s or Master’s degree in Management, Information Systems, Project Management or similar area required.

2. 10+ years of demonstrated Project Management experience on projects of various size and complexity. Demonstrated proven ability of successfully managing large scale and complex projects, preferably in a financial institution.

3. Project Management Professional (PMP) Certification required.

4. 5+ years of proven experience in project portfolio management (PPM) methodologies and best practices [e.g., PMI Portfolio Management Professional (PfMP) certification preferred].

5. Strong understanding of project selection, risk management, and resource planning principles.

6. Excellent analytical and problem-solving skills with a focus on data-driven decision-making.

7. Strong communication, interpersonal, and negotiation skills with the ability to influence stakeholders at all levels.

8. Ability to work independently and strategically with a focus on long-term portfolio success.

9. 5+ years of experience with portfolio visualization tools and dashboards (Planview PPM Pro preferred).

10. Understanding of financial modeling and cost-benefit analysis.

11. Experience with change management and stakeholder engagement strategies.

12. Knowledge of relevant industry trends and best practices in project portfolio management.

13. High/Executive level Presentation & Relationship Skills.

14. SME in Financial Services Industry & PMO processes.

15. Experience with Agile Processes and Methodology preferred.

16. Proven ability to Communicate Vision and Strategy effectively to all stakeholders, sponsors, and project teams, and ensure alignment, and translate the vision into a coherent and realistic project portfolio strategy.

17. Servant leadership with customer-centric mindset.