What are the responsibilities and job description for the Director position at SoHealthTalent?
Director, Retirement Income – Lead & Transform Financial Futures
- Locations: San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO; Plano, TX
- Competitive Salary Performance-Based Incentives
- Flexible Work Environment (4 Days In-Office Required)
Empower Financial Security & Lead a High-Impact Team!
Join a mission-driven organization committed to helping individuals secure their financial futures. We are seeking a strategic leader to oversee Retirement Income teams that specialize in annuities and retirement planning solutions. This role offers the opportunity to drive operational excellence, improve workflow efficiencies, and lead initiatives that ensure our members receive top-tier financial guidance.
What You’ll Do:
✔ Lead & Develop Teams – Manage and mentor Retirement Income specialists, fostering professional growth and excellence.
✔ Drive Operational Strategy – Implement process improvements that enhance efficiency and optimize member experience.
✔ Ensure Compliance – Maintain adherence to regulatory policies and industry best practices.
✔ Enhance Financial Solutions – Collaborate with teams to create customized retirement income strategies for members.
✔ Champion Change & Innovation – Identify opportunities to streamline operations and enhance financial services delivery.
✔ Oversee Risk & Compliance – Proactively monitor and mitigate business risks in alignment with regulatory guidelines.
What You Bring:
✔ Bachelor’s degree (or 12 years of experience in financial services operations without a degree).
✔ 8 years in financial services, including process improvement & business analysis.
✔ 4 years of leadership experience in coaching, developing, and managing teams.
✔ Strong knowledge of retirement planning, annuities, and financial products.
✔ Ability to obtain Life/Health licenses & required FINRA certifications (Series 7, 66, 24, 51) within 90 days of hire.
What Sets You Apart:
- Certified Financial Planner™ (CFP®) or Retirement Income Certified Professional (RICP) designation.
- 10 years of experience in retirement planning & annuities.
- 5 years leading investment advisors in a direct distribution model.
- 3 years managing other leaders (leader of leaders).
- Military service or military spouse/domestic partner experience is highly valued.
What We Offer:
✅ Competitive Salary Range: $114,080 - $218,030 (varies by location & experience).
✅ Performance-Based Pay Incentives – Earn rewards for excellence.
✅ 401(k) Retirement Plan & Pension Contributions – Secure your financial future.
✅ Comprehensive Benefits Package – Medical, dental, vision, life insurance & disability coverage.
✅ Career Growth & Development – Ongoing training, mentorship, and advancement opportunities.
✅ Paid Time Off & Holidays – Prioritize work-life balance.
Step into a leadership role where your expertise will shape the financial futures of thousands. Apply today to make a lasting impact!
#FinancialLeadership #RetirementPlanning #WealthManagement #CareerGrowth
Job Type: Full-time
Pay: $114,000.00 - $218,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: In person
Salary : $114,000 - $218,000
