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First Command Financial Services, Inc. · 1 day ago

Advisor Support & Sales Operations Specialist

Fort Worth, TX

Full-time

Onsite

Entry, Mid, Senior Level

1+ years exp

First Command Financial Services, Inc. is dedicated to helping service members and their families strengthen their financial security. The Advisor Support & Sales Operations Specialist will build and maintain relationships with the field-force, provide product knowledge, and support the achievement of sales targets through collaboration and proactive outreach.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

Hiring Manager

Nicole Custred

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

Qualification

Financial services knowledgeSales data analysisSalesforce proficiencyCustomer service experienceInterpersonal skillsEffective communicationProfessionalismEthical foundationClient relationship managementSales experienceProduct knowledgeTeam collaboration