Financial Director

Director, Life/Health/Retirement Income – Life Company Life Specialization

Location: Plano, TX or Tampa, FL (Hybrid — 4 days onsite)

Relocation Assistance: Not available

Compensation Range: $114,080 — $218,030 (based on location and experience)

About the Role:

We’re looking for a seasoned leader to head a specialized team focused on insurance and retirement income solutions. In this high-impact position, you will oversee teams delivering tailored guidance and financial products, with a focus on life insurance, health benefits, and retirement planning.

You’ll be expected to refine operational strategies, streamline workflows, and support long-term growth initiatives across the organization. The ideal candidate will bring a blend of strategic vision, people management, and hands-on experience in insurance and financial services.

Key Responsibilities:

• Lead and develop multiple teams across insurance and retirement product lines, ensuring performance goals and quality standards are consistently met.
• Define and implement operational processes aimed at optimizing team efficiency and customer experience.
• Use data-driven insights to evaluate and refine procedures, identifying opportunities for innovation and improvement.
• Collaborate across departments to execute key programs and ensure alignment with business goals.
• Act as a subject matter expert on regulatory matters and ensure that compliance protocols are maintained across all areas of responsibility.
• Guide the design and rollout of continuous improvement strategies tied to measurable outcomes in service delivery and process efficiency.
• Where applicable, support oversight functions related to securities operations and respond to inquiries from regulators in coordination with legal and compliance teams.
• Ensure risks are properly assessed and mitigated in alignment with internal policies and industry regulations.

What We’re Looking For:

• Bachelor’s degree or 4 years of equivalent industry experience in lieu of a degree (total of 12 years without a degree).
• At least 8 years of experience in financial services or insurance operations, with a focus on process improvement and business analysis.
• 4+ years in a leadership role managing teams, including experience with coaching, development, and cross-functional coordination.
• In-depth knowledge of life, health, or retirement-related financial products.
• Willingness to obtain relevant licenses (Life/Health and/or FINRA Series credentials) if required by business need.

Preferred Qualifications:

• Prior military experience or affiliation as a spouse or partner of a service member.
• Group 1 Life and Health insurance license.
• Professional designations such as CLU or CFP.
• 5+ years of direct experience working with life insurance products.

Please note: This job posting is just a preview of the full scope of the position. A comprehensive job description is shared by a member of our team