National Branch Financial Advisor

About the role

The National Branch Financial Advisors support clients that are assigned to the Home Office and are the primary contact for client service, guidance, and advice. As a key financial partner for these clients, our advisors are available for inbound phone and video interactions as well as proactive outbound interactions to ensure our clients are supported in all their needs and throughout all stages of their journeys.

Responsibilities

• Provide financial planning support for clients assigned to the Home Office including employees
• Responsible for inbound and outbound client contacts to provide advice and guidance on First Command’s product and service offering including, but not limited to: insurance and investments products, account types, and the purchasing and liquidation of funds, etc.
• Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with Support Staff, outside Business Partners, and/or QM to reach a resolution
• Outreach to clients that have insurance products with the opportunity to make changes or adjustments; This includes but is not limited to reaching out to clients who have Options to Purchase Additional Insurance (OPAIs) elections, Decreasing Term conversions, etc.
• Conducts insightful problem solving for clients taking the time to investigate the client’s current situation and ask questions to learn what course of action is in the client’s best interests
• Executes any client contact campaign that leadership deems important or necessary
• Follow up with clients when necessary to provide status updates and to close out service requests
• Provides guidance and coaching as needed to maintain and support client Financial Plans

Requirements

• Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service
• Demonstrate integrity and high ethical standards
• Strong ability to successfully balance competing priorities in a fast-paced environment
• Superior Customer Service skills with the ability to diffuse situations and solve conflicts in a cordial manner
• Specific operational knowledge of investment products (specifically mutual funds, variable annuities, and mutual fund wrap programs)
• Solid command of financial planning concepts, knowledge of the financial planning industry, and First Command business practices and policies
• Strong interpersonal, communication, and time management skills
• Strong analytical and problem-solving skills

Qualifications

• Bachelor’s degree or equivalent work experience required
• 2+ years of brokerage industry or equivalent experience preferred
• 1+ years of contact center experience preferred
• Previous experience in brokerage and investment trading preferred
• Series 7 and 66 (or equivalent) and Life & Health Insurance Licenses are required and/or must be obtained within 180 days from licensing start date
• Complete all coursework and certify at First Command Fast Start Academy required