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First Command Financial Services, Inc. · 1 day ago

SVP, Head of Integrated Sales

Fort Worth, TX

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

First Command Financial Services, Inc. is seeking an SVP, Head of Integrated Sales to oversee and strategize the services offered by the Integrated Sales Team. This role is crucial for supporting First Command Advisors and clients, enhancing advisor engagement, and driving cross-functional collaboration to implement strategic initiatives related to sales.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

Hiring Manager

Nicole Custred

Responsibilities

Build, expand, and further develop the Integrated Sales function by aligning internal wholesaling, external field efforts, and product specialists under a shared go-to-market approach

Lead the internal sales team, developing a culture of performance, innovation, and accountability in alignment with First Command’s core values of Love, Courage, and Effectiveness

Partner with division leadership to build and execute sales strategies that enhance advisor engagement, increase product adoption, and accelerate holistic planning across retirement, insurance, investments, and banking

Collaborate cross-functionally with product management, marketing, technology, and training to deliver scalable, timely, and relevant content to the field

Drive advisor and client adoption of First Command’s core platforms including Salesforce, Salesforce Marketing Cloud, MoneyGuide, and Envestnet by embedding them into sales processes and accountability structures

Lead the execution of enterprise-wide sales initiatives, campaigns, and product rollouts, ensuring compliance with industry regulations related to sales practices, and driving alignment across teams resulting in consistent delivery in the field

Monitor key sales performance metrics across internal and external sales channels; use data to guide decisions, set priorities, and ensure business results

Facilitate regular communication, training, and planning sessions between internal and external sales teams to ensure alignment and mutual accountability

Stay attuned to market dynamics, field feedback, and advisor behavior to adjust strategy and drive continuous improvement across the sales function

Identify and develop future leaders within the Integrated Sales team, building a talent pipeline that supports First Command’s long-term growth and mission

Represent Integrated Sales and advisor-facing needs in enterprise planning forums and executive leadership discussions

Qualification

Strategic Sales LeadershipIndustry KnowledgeSales EnablementCoachingDevelopmentCross Functional CollaborationSalesforceEnvestnetMarketing CloudFinancial Services ExperienceSales Team ManagementBachelor’s DegreeMBACFP CertificationCLU CertificationSeries 7 LicenseSeries 24 License

Required

Bachelor's degree in business, finance or related field required

At least 10 years in the financial services industry with experience in direct sales of all products, as well as deployment of new products and services to advisors

At least 5 years of managing a sales team

Experience in developing product sales and service delivery training

Licensed and registered to sell investment, advisory and life insurance products required

Series 7 & 24 required

Extensive experience leading sales organizations with a proven ability to build and execute integrated strategies that drive advisor adoption, product growth, and business results

Skilled at aligning stakeholders across product, marketing, technology, and field leadership to deliver enterprise-wide initiatives and enhance the advisor and client experience

Deep understanding of the investment, insurance, and advisory industries, including Broker/Dealers, RIAs, general insurance agencies, and associated regulatory requirements

Demonstrated ability to lead successful field adoption of tools like Salesforce, Envestnet, and Marketing Cloud by embedding them into sales processes and accountability systems

Track record of inspiring, motivating and developing high-performing sales teams by fostering accountability, supporting career growth, and driving a culture of excellence