Advisor Support & Sales Operations Specialist

First Command Financial Services, Inc.•Fort Worth, TX

8d•Hybrid

About The Position

First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission. This role involves building and maintaining relationships with our field-force, providing product knowledge and support on all our products, and supporting the achievement of sales targets. The Internal Sales Support Specialist works closely with our product and solution leads to track results, follow-up and find opportunities and drive education and production results.

Requirements

Should have strong interpersonal and relationship-building skills. They must be able to establish rapport with financial advisors and clients to effectively promote products and services.
A deep understanding of products, funds, or financial services offered by the First Command is crucial. This includes staying updated on product features, benefits, and market trends.
Effective communication is essential for explaining complex financial products in a clear and concise manner. This includes both written and verbal communication skills.
Being able to identify and address client needs, objections, or concerns is a valuable skill in this role.
Analyzing sales data and performance metrics is important for refining sales strategies and identifying areas for improvement.
Bachelor’s degree in business or finance preferred (EX07 & EX08) and required (EX09)
EX07 – 1+ years’ experience
EX08 – 5+ years’ experience
EX09 – 10+ years’ experience
Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis.
Proficiency in ACE/Sales Support and other emerging technology.
Strong professionalism and ethical foundation.
Series 6, 63, 65, and Life and Heath (EX07-EX09)
Any experience that provides in-depth knowledge of the specific investment products or financial services offered by the hiring organization is a significant advantage.
Experience in roles that require strong customer service and interpersonal skills is beneficial. Customer service representatives, client relationship managers, or similar positions can help develop the necessary client-facing skills.
Experience working in cross-functional teams or roles that require collaboration.
Prior experience in sales is highly valuable.

Nice To Haves

Experience within the financial services industry is particularly advantageous. Roles such as financial advisor, financial consultant, or junior analyst can provide a strong foundation in understanding investment products and financial markets.

Responsibilities

Plan and execute three (3) proactive calls, one-on-one’s, virtual trainings each day.
Enter all activities and cases in Salesforce- the same week they are executed.
Partner with the DSC on a Division Sales Plan using data to accelerate advisor penetration, drive the planning process, and grow sales in protection, investments, and banking.
Lead with the First Command holistic planning process and position solutions in the context of that process and client needs.
Act as an “ambassador” in the home office and with the field for the First Command vision, the holistic planning process, and the Integrated Sales structure and operating model.
Build trust and deep partnerships with District Advisors and advisors.
Build trust and a productive working relationship with your Division Sales Consultant.
Collaborate with the DSCs to deliver a systematic follow-up process for all training workshops, district events and sales meetings etc. Create Salesforce campaigns that align with each of these events.
Partner closely with the Solution-Leads, Product Management, and the Division Sales Consultant to deliver sales strategies to the DAOs, District Advisors and advisors.
Partner closely with the Solution-Leads and the Internal Specialists to leverage opportunity lists of clients, and advisors for in-field sales initiatives.
Partner with the DSCs to leverage the thought leadership and wholesaling horsepower of partner firms to drive sales in the region.
Partner with the DSCs on content for division education workshops and own the follow-up for these events.
Partner with the DSCs on content for District Client events and own the follow-up for these events.
Stay current on industry trends, new product development, and industry best practices.
Source learning and accreditation opportunities that will help expand your subject matter expertise and your sales skills.
Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies.