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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
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-Hybrid
Required Experience:
Unclear Seniority
Full-Time