drjobs Internal Sales Support Specialist

Internal Sales Support Specialist

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1 Vacancy
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Job Location drjobs

Fort Worth, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

How will this role impact First Command

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.

What will the employee do in this role

  • Plan and execute three (3) proactive calls one-on-ones 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.

What skills & qualifications do you need

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.

Education

Bachelors degree in business or finance preferred (EX07 & EX08) and required (EX09)

Work Experience

EX07 2 years experience

EX08 5 years experience

EX09 10 years experience

Experience analyzing and reporting on product performance user feedback market trends and competitive analysis.

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.

Proficiency in ACE/Sales Support and other emerging technology.

Strong professionalism and ethical foundation.

Certifications

Series 6 63 65 and Life and Heath (EX07-EX09)

Required Knowledge Skills and Abilities

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.

LI-NC1

#LI-Hybrid


Required Experience:

Unclear Seniority

Employment Type

Full-Time

Company Industry

Department / Functional Area

Financial Planning

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