Internal Sales Support Specialist

• 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.

• 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.

• Bachelor’s degree in business or finance preferred/required

• 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.

• Series 6, 63, 65, and Life and Heath

• 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.

First Command Financial Services