Client Engagement Specialist

What will the employee be doing?

• Proactively contact marketing-generated leads to initiate conversations and build rapport
• Conduct discovery interviews to understand prospects’ financial goals, needs, and concerns
• Provide clear explanations of First Command’s services and resources without offering specific financial advice or recommendations
• Act as a financial coach by sharing relevant information and tools to help prospects make informed decisions
• Strategically collaborate with Financial Advisors to transition qualified clients for further discussions and financial planning
• Document all client interactions and updates in the CRM system accurately and promptly
• Execute outreach campaigns as directed by leadership to engage potential clients
• Maintain compliance with industry regulations and company policies during all client interactions.

What skills and qualifications does this employee need?

• Education: Bachelor’s degree or equivalent work experience required
• Experience: 2+ years of experience in customer engagement, sales, or a related field preferred; Previous experience in financial services or contact center environments is a plus
• Certifications: Life & Health Insurance License required (or must be obtained within 180 days of hire); FINRA Series 7 and 66 licenses preferred but not required
• Required Knowledge, Skills, And Abilities: Strong interpersonal and communication skills with the ability to engage diverse audiences; Demonstrated ability to conduct effective discovery conversations and build trust; Knowledge of financial planning concepts and familiarity with insurance products preferred; High ethical standards with a commitment to acting in the client’s best interest; Strong organizational skills with attention to detail in documenting client interactions; Ability to manage competing priorities in a fast-paced environment.