First Command Financial Services, Inc. · 8 hours ago
Internal Sales Associate
Fort Worth, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expFirst Command Financial Services, Inc. is dedicated to helping service members and their families strengthen their financial security. The Internal Sales Associate will support the Sales Insights Manager by providing data analysis and insights to optimize sales performance and drive strategic decision-making within the organization.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Partner closely with Director, Business Development (DBD), Director Product Solutions (DPS), and Internal Sales Support Specialists to develop and provide data and analysis that is tailored to their role and/or Division and that will segment advisors, identify sales opportunities, and drive increased sales
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 (IS) structure and operating model
Take ownership for IS deployment of Sales Force. This will Include the development, maintenance, and continuous improvement of IS Activity functionality within Sales Force; the appropriate configuration along with the drop-down prompts to be utilized by all IS team members
Develop, maintain, and continuously improve an IS Activity Dashboard, automatically populated with data feeds from the Sales Force IS Activity function, and update as trends or activity changes occur. Gain approval from the Head of Internal Sales and the Head of Integrated Sales
Develop, maintain, and continuously improve on an Integrated Pipeline/Opportunities Dashboard to be populated directly with data feeds from the Sales force IS Activity function, and update as trends or opportunity changes occur. Gain approval from the Head of Internal Sales and the Head of Integrated Sales
Train and support the Integrated Sales team members on Sales Force and internal processes, as appropriate
Enter all activity in Sales Force on the same day the activity was performed
Build trust and a productive working relationship with each DBD, DPS, and Internal Sales Support Specialist and work to ensure a high level of communication and partnership
Partner closely with the DBD, DPS, and Internal Sales Support Specialists to develop opportunity lists of clients and advisors for in-field sales initiatives
Stay current on industry trends, new product development, and industry best practices as it relates to the utilization of Sales Force
Source learning and accreditation opportunities that will help expand your subject matter expertise
Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies
Qualification
Required
Minimum of 2 years of experience
Experience with data analysis tools and software
Quantitative and analytical skills
Strategic mindset
Communication and presentation skills
Proficiency in business intelligence concepts, methodologies, and best practices
Understanding of data analytics techniques, including data mining, statistical analysis, and predictive modeling
Knowledge of sales operations, processes, and workflows
Familiarity with CRM systems and sales automation tools
Understanding of financial principles and performance metrics
Awareness of market research methods and competitive analysis
Knowledge of relevant regulations and compliance standards
Preferred
Bachelor's degree preferred
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
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