Description

Are you passionate about helping individuals plan for a secure financial future? Join a team dedicated to supporting members with retirement income solutions. We believe in integrity, service, and providing expert guidance to help individuals make informed financial decisions. If you’re looking for a leadership role where you can make a real difference, we’d love to hear from you!

We’re seeking a Director, Retirement Income to lead a team of specialists who assist members with annuities and other retirement income products. In this role, you’ll provide strategic leadership, improve operational workflows, and ensure compliance with industry standards. Your expertise will help optimize member engagement and create meaningful financial solutions.

This position offers a flexible work environment, requiring four days per week in the office. Locations include San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO; or Plano, TX. Relocation assistance is not available for this role.

Company Culture and Environment

We foster a culture of integrity and service, emphasizing teamwork and the importance of providing expert guidance. Our environment promotes continuous improvement and innovation in delivering financial solutions to our members.

Career Growth and Development Opportunities

Professional development opportunities are available, along with career path planning to help you thrive in your role and advance within the organization.

Detailed Benefits and Perks

• Comprehensive medical, dental, and vision plans
• 401(k) plan and pension
• Life insurance, parental leave, and adoption assistance
• Generous paid time off, including holidays and volunteer hours

Compensation and Benefits

Salary Range: \(114,080 - \)218,030 (varies by location and experience) Potential for pay incentives based on performance.

Why you should apply for this position today

If you’re looking for a career where you can lead, inspire, and help people achieve financial security, apply today! This role offers the chance to make a real impact on individuals’ lives while collaborating with a dedicated team.

Skills

• Ability to obtain Life/Health license and any required carrier appointments within 90 days of starting the role
• Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) OR ability to obtain within 90 days
• Strong knowledge of financial products and services related to life insurance, health insurance, and retirement income
• Experience in financial services operations, including process improvement and business analysis
• Leadership abilities to manage and develop teams

Responsibilities

• Lead and develop a team of Retirement Managers, Sales/Solutions Consultants, and Process Owners
• Oversee operational plans for the Retirement Income department
• Conduct research and analysis on strategic initiatives to improve member engagement and experience
• Streamline workflows and integrate resources to enhance retirement income services
• Drive continuous improvement plans to increase productivity and service quality
• Maintain compliance with policies, procedures, and regulatory requirements
• Act as a securities principal, assisting with regulatory inquiries and audits
• Manage risk by implementing measures to monitor and control business activities

Qualifications

• 8+ years of experience in financial services operations
• 4+ years of leadership experience managing teams in a financial services setting
• Demonstrated success in process improvement and business analysis
• Strong communication skills and the ability to inspire teams

Education Requirements

• Bachelor’s degree OR four additional years of relevant experience in lieu of a degree (total of 12 years without a degree)

Education Requirements Credential Category

• Life/Health license and active FINRA licenses required within the specified time frame

Experience Requirements

• 10+ years of experience in retirement planning and/or annuities
• 5+ years of experience leading investment advisors in a direct distribution channel
• 3+ years of direct leadership experience managing other managers

Why work in Colorado Springs, CO

Colorado Springs is known for its stunning natural beauty and outdoor recreational opportunities, providing a perfect backdrop for work-life balance. The city offers a vibrant community, rich history, and a thriving job market in the financial sector, making it an ideal location for professionals seeking both career growth and quality of life.