First Command Financial Services, Inc. · 1 week ago
Insurance & Annuities Product Director
Fort Worth, TX
Full-time
Hybrid
Director/Executive
15+ years expFirst Command Financial Services, Inc. is dedicated to helping service members and their families strengthen their financial security. The Insurance & Annuities Product Director will lead the strategy, development, and management of life, long term care, and disability insurance products, as well as annuities, to enhance the financial solutions offered to clients.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Leads the development and deployment of fixed, indexed, and variable annuity product offerings in alignment with the company’s financial coaching philosophy
Leads the development and deployment of whole, indexed universal, guaranteed universal and variable universal life insurance product offerings
Leads the development and deployment of long-term care and disability insurance product offerings
Identifies gaps and recommends new solutions and services to add to the First Command product portfolio that enables client achievement of financial goals and Advisors to better serve clients
Serves as the subject matter expert for our insurance and annuity products, services, and best practices
Provides day-to-day service, support, and reporting on all insurance and annuity products and services
Analyzes and monitors the industry, competitors, and advisor platform trends to continually improve First Command’s product offerings
Works with carriers and insurance marketing organizations for product procurement, support, and sales
Assists in negotiating pricing with product partners
Collaborates with internal stakeholders to support the product, including marketing, sales, legal, compliance, training, operations, etc
Engages with outside consultants, legal counsel, industry resources etc., to ensure alignment with best practices
Proactively engages the CX and UX research teams for feedback data from First Command clients and other groups regarding satisfaction and experience with products (where possible)
Maintains strong knowledge of client and persona journeys across products and product experiences while owning a horizontal, enterprise view
Remains knowledgeable on industry, regulatory, competitive, and partner trends translating insights, risks, and opportunities for the company through proactive reporting and communications
Attends industry product events as needed for best practice and innovation trends in product markets
Qualification
Required
Undergraduate degree in business, finance, economics or another related field required
At least 15 years in the financial services industry with experience in wealth management, complex financial planning, as well as deployment of new products and services
Demonstrated knowledge with Firelight, Ipipeline, FIDx, FIG or other leading insurance and annuity platforms and capabilities offered by broker-dealers and registered investment advisers
Exemplary communication skills, both verbal and written, and a demonstrated ability to present material to both technical and non-technical audiences (e.g., clients, Advisors, staff)
Proven ability to think creatively and strategically as it relates to insurance products and services in order to assess and meet client needs and profitability goals
A Self-Starter/Team Player Attitude: You are excited by a fast-paced environment and the accountability that comes with owning important products and projects
Comfortable with ambiguity in an evolving role in a growing organization. Ability to multi-task, change direction and prioritize is a must
Strategic thinking and critical reasoning skills
Ability to develop strong relationships across all levels of First Command and with business partner representatives
Series 7, 63 or 65; Series 24 or willingness to obtain within 6 months of hire
Life and Health License required or willingness to obtain within 6 months of hire
Understands the components of a product management ecosystem to define the platform, products and solutions, the value proposition, competitive positioning, and business cases that drive support for ongoing investments for growth
Preferred
MBA or Masters Degree
Experience with other financial products including brokerage, advisory and managed investments, stocks, mutual funds, bonds, ETFs, and related services
Experience developing product sales and service delivery training
Advanced professional qualifications preferred (CFA, CIMA, CFP, CLU, etc.)
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
H1B Sponsorship
First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase