Description

We are dedicated to helping individuals achieve financial security, especially those who have served our country. While not every team member has a military background, we all share a deep commitment to supporting those who do. Join us in creating an exceptional experience that truly makes a difference.

We are looking for a Director, Retirement Income to lead a team of specialists who provide guidance on annuities and other retirement income products. In this role, you will oversee multiple teams focused on delivering tailored financial solutions while ensuring compliance with policies, procedures, and regulatory requirements. Additionally, you will work to enhance operational efficiency, improve member acquisition efforts, and drive continuous process improvements.

This is a hybrid role requiring four days per week in the office. Eligible locations include San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO; and Plano, TX. Relocation assistance is not available for this position.

Company Culture and Environment

We foster a supportive and inclusive environment that prioritizes helping our military community and their families. The team collaborates closely to enhance member experiences and drive impactful financial solutions.

Career Growth and Development Opportunities

Our organization values professional development, offering support for continuing education and opportunities for advancement within the company. You will be empowered to design and implement strategic initiatives that can lead to personal and professional growth.

Detailed Benefits and Perks

• Paid volunteer hours to give back to the community
• Comprehensive benefits package including medical, dental, vision, 401(k), pension, life insurance, parental leave, and adoption assistance

Compensation and Benefits

• Competitive salary range: \(114,080 - \)218,030 (varies by location and experience)
• Performance-based incentives
• Professional development and continuing education support

Why you should apply for this position today

This position provides a unique opportunity to lead a dedicated team, make a difference in the lives of individuals seeking financial security, and contribute to the improvement of retirement income solutions. Your efforts will have a lasting impact on the community.

Skills

• Strong knowledge of financial products and services related to life insurance, health insurance, or retirement income
• At least eight years of experience in financial services operations, including process improvement and business analysis
• Four or more years of leadership experience, including coaching, development, and team management
• Ability to obtain a Life/Health license and necessary carrier appointments within 90 days of hire
• Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), or ability to obtain within 90 days

Responsibilities

• Lead and develop a team of Retirement Managers, Sales/Solutions Consultants, and Process Owners
• Design and implement strategic initiatives to improve retirement income processes and member services
• Analyze workflows, integrate resources, and implement operational changes to boost efficiency
• Ensure compliance with industry regulations and organizational policies
• Act as a securities principal, supporting research and documentation for regulatory audits and inquiries
• Identify and mitigate business risks in accordance with risk and compliance guidelines

Qualifications

• Bachelor’s degree OR four additional years of relevant experience in lieu of a degree (total of 12 years without a degree)
• At least eight years of experience in financial services operations, including process improvement and business analysis
• Four or more years of leadership experience, including coaching, development, and team management

Education Requirements

• Bachelor’s degree (required)

Education Requirements Credential Category

• Degree in finance, business, or related field preferred

Experience Requirements

• 8+ years in financial services operations
• 4+ years in a leadership role

Why work in Phoenix, AZ

Phoenix offers a vibrant city life with a strong focus on community and growth. The area boasts a warm climate and numerous outdoor recreational activities, making it an attractive location for both personal and professional development. With a growing financial services sector, you will find ample opportunities for networking and career advancement.