What are the responsibilities and job description for the Managing Director position at SoTalent?
Director of Retirement Income – Lead a Team That Makes a Difference
📍 Location: San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO; or Plano, TX
💼 Salary Range: $114,080 - $218,030 Potential Bonuses
Empowering Financial Futures
We're seeking a motivated and strategic Director of Retirement Income to lead a dynamic team dedicated to supporting members with retirement income solutions. In this role, you'll guide specialists who provide expert advice on annuities and retirement planning, helping individuals secure their financial future.
Why Join Our Team?
At our organization, we take pride in serving those who have served. Whether you have a military background or are passionate about supporting those who do, you’ll thrive in a purpose-driven environment that values integrity, service, and teamwork.
We offer a flexible work environment that allows you to balance leadership responsibilities with impactful collaboration — requiring 4 days per week onsite.
Your Role as Director of Retirement Income
As the leader of this team, you’ll play a pivotal role in driving operational success and fostering positive outcomes for our members. Key responsibilities include:
✅ Leading and developing multiple teams of Retirement Income Specialists to provide expert financial advice and retirement planning solutions
✅ Driving strategic initiatives by analyzing current processes and implementing innovative solutions to improve efficiency and service
✅ Collaborating with internal teams to optimize workflow, enhance productivity, and improve member experience
✅ Providing mentorship and coaching to empower your team to meet performance goals and excel in their roles
✅ Ensuring compliance with industry regulations and standards, including FINRA, Securities Compliance, and internal company policies
✅ Championing change and removing obstacles to help your team excel
What We’re Looking For
We’re seeking a motivated leader with a proven track record of driving results and developing high-performing teams. Key qualifications include:
✔️ 8 years of experience in financial services, operations, or process improvement
✔️ 4 years of leadership experience managing teams and driving performance
✔️ Strong knowledge of financial products such as annuities, life insurance, or retirement income solutions
✔️ Bachelor’s degree or 4 years of relevant experience in lieu of a degree (Total of 12 years without a degree)
✔️ Ability to obtain the following licenses within 90 days of hire: Life/Health, FINRA Series 7, Series 66, Series 24, and Series 51
Preferred Skills and Experience
🌟 Active FINRA Series 7, 66, 24, and 51 licenses
🌟 Certified Financial Planner™ (CFP®) or Retirement Income Certified Professional (RICP®) designation
🌟 MBA or Master’s Degree in a financial or business-related field
🌟 Previous experience leading teams in a Direct Distribution Channel or Call Center Environment
🌟 Extensive experience with Retirement Planning or Annuities
What’s in It for You?
💰 Competitive Pay: $114,080 - $218,030, based on experience
🎯 Performance-Based Bonuses tied to corporate and individual achievements
📋 Comprehensive Benefits Package: Including medical, dental, and vision coverage
💼 401(k) with Company Match, pension plans, and additional incentives
🌍 Paid Time Off, Parental Leave, and Wellness Programs
📈 Professional Development Support to help you grow and achieve your career goals
Make an Impact – Apply Now!
If you’re an experienced leader passionate about helping people secure their financial futures, this opportunity is for you. Lead a dedicated team and play a vital role in guiding individuals toward financial success.
🚀 Don’t miss this opportunity — apply today and take the next step in your leadership journey!
Salary : $114,080 - $218,030
