"Series 7" "Series 63" "Series 66" Internal Sales Support Specialist

TEKsystems
$63,000.00 - $67,000.00 / yr
paid time off, long term disability, tuition reimbursement, 401(k)
United States, Texas, Fort Worth
Mar 23, 2025
Role Responsibilities: MUST HAVE Series 6, and 63, (or equivalent) 65, and Life and Health certifications required for various levels Conduct three proactive calls, one-on-one meetings, and virtual trainings daily. Record all activities and cases in Salesforce within the same week they occur. Collaborate on a Division Sales Plan to enhance advisor engagement, streamline the planning process, and boost sales in protection, investments, and banking. Utilize a holistic planning process to position solutions based on client needs. Serve as an "ambassador" for the company's vision, holistic planning process, and integrated sales structure. Build and maintain strong relationships with District Advisors and advisors. Foster a productive working relationship with your team. Implement a systematic follow-up process for training workshops, district events, and sales meetings. Create Salesforce campaigns aligned with these events. Partner with Solution-Leads, Product Management, and team members to develop sales strategies for advisors. Collaborate with Solution-Leads and Internal Specialists to leverage client and advisor opportunity lists for in-field sales initiatives. Utilize the expertise of partner firms to drive regional sales. Develop content for division education workshops and manage follow-up activities. Create content for district client events and oversee follow-up activities. Stay informed about industry trends, new product developments, and best practices. Pursue learning and accreditation opportunities to enhance subject matter expertise and sales skills. Represent the company with the highest level of professionalism and ensure compliance with industry regulations and company policies. MUST HAVE Skills & Qualifications: Strong interpersonal and relationship-building skills to establish rapport with financial advisors and clients. Deep understanding of the company's products, funds, or financial services, including staying updated on product features, benefits, and market trends. Effective communication skills for explaining complex financial products clearly and concisely, both in writing and verbally. Ability to identify and address client needs, objections, or concerns. Proficiency in analyzing sales data and performance metrics to refine sales strategies and identify areas for improvement. * * Education: Bachelor's degree in business or finance preferred for certain levels, required for higher levels. * * MUST HAVE Work Experience: Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis. Experience in the financial services industry is advantageous. Roles such as financial advisor, financial consultant, or junior analyst provide a strong foundation in investment products and financial markets. Proficiency in ACE/Sales Support and other emerging technologies. Strong professionalism and ethical foundation. MUSTHAVE Required Knowledge, Skills, and Abilities: In-depth knowledge of the specific investment products or financial services offered by the hiring organization. Experience in roles requiring strong customer service and interpersonal skills, such as customer service representatives or client relationship managers. Experience working in cross-functional teams or roles requiring collaboration. Prior experience in sales is highly valuable. MUST HAVE Certifications: Series 6, and 63, (or equivalent) 65, and Life and Health certifications required for various levels. Work Environment Hybrid, Monday & Friday : Remote, Tuesday-Thursday: On-Site, Open 7AM- 6PM, 4 start times and flexible, 9 hour shift and 1 hour lunch Salary Min $63,000.00 Salary Max $63,000.00 Experience Level Intermediate Level Pay and Benefits The pay range for this position is $63000.00 - $67000.00/yr. We have a three-pronged approach to compensation; base, bonus, and a 15% ESOP (Employee Stock Ownership Plan) contribution. First Command is employee owned and our ESOP program falls within 1% of companies. You are eligible to enter into the ESOP program after a year of employment. This 15% contribution is made 100% by the employer- you will never once contribute to this account, making it a significant part of your total compensation. More incredible benefits offered by First Command: Option to contribute to a 401k account 16 Days of Paid Time Off, 10 holidays 2 floating PTO days every year Full health, vision & dental coverage 2 Days of Volunteer Paid Time Off Tuition Reimbursement program Hybrid work environment First Command Bank Mortgage Discount Program Free Financial Planning Free onsite- fitness center with exercises classes and personal training options Free basic life, short and long term disability, and an employee assistance program Pet Insurance Paid parental and military leave First Command contributes to your Health Savings Account for the high deductible medical plan Charitable services & volunteer opportunities Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions Robust Leadership Development program dedicated to leader development at every level of the organization In-house training courses ranging from leadership developer to health and wellness seminars Mentorship program Virtual learning opportunities Employee recognition programs and quarterly all employee luncheons Yearly family & social events Dress For Your Day dress code Updated workspace Regular Employee Engagement surveys Dedication to Diversity & Inclusion and Employee Resource Group And more!! Workplace Type* This is a hybrid position in Fort Worth,TX. Application Deadline This position is anticipated to close on Apr 4, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.