Client Engagement Specialist

First-Command-Financial-Services; Fort Worth (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

First Command Financial Services is seeking a Client Engagement Specialist who will be the first point of contact for prospective and existing clients, conducting discovery conversations and guiding them toward Financial Advisors. The role emphasizes proactive outreach, compliance, CRM documentation, and collaboration with Advisors to build long-term relationships.

You will work across marketing and sales teams to convert interest into meaningful engagements while maintaining the highest ethical

Qualifications

• Bachelor’s degree or equivalent work experience required.
• 2+ years in customer engagement or sales preferred.
• Life & Health Insurance License required or must be obtained within 180 days.
• FINRA Series 7 and 66 licenses preferred but not required.

Responsibilities

• Proactively contact marketing-generated leads to initiate conversations and build rapport.
• Conduct discovery interviews to understand prospects’ financial goals, needs, and concerns.
• Explain First Command’s services and resources without offering specific financial advice.
• Act as a financial coach by sharing relevant information and tools to help prospects decide.
• Collaborate with Financial Advisors to transition qualified clients for planning.
• Document all client interactions in the CRM system accurately.
• Execute outreach campaigns as directed by leadership.
• Maintain compliance with industry regulations and company policies.

Skills

Interpersonal skills

CRM workflows

Discovery interviews

Prospect outreach

Education

Bachelor’s degree or equivalent

Tools

CRM software

Microsoft Office

Job description

How will this role impact First Command?

The Client Engagement Specialist (CES) plays a critical role within First Command, serving as an initial point of contact for prospective and existing clients. This position focuses on engaging individuals through proactive outreach, conducting discovery conversations to understand their financial goals, and providing information about how First Command can support their needs. By acting as a financial coach and providing relevant resources, the Specialist helps clients and prospects make informed decisions while transitioning them to Financial Advisors for continued support. This role directly impacts First Command’s mission by fostering meaningful client relationships and creating opportunities for long-term partnerships.

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.

First Command does not discriminate in the recruiting of Financial Advisors onthe basis of race, color, religion, national origin, sex, marital status,disability, age or veteran status. No information solicited by First Commandfrom you is intended to be used in a discriminatory manner. All informationprovided by you will be reviewed carefully, but the receipt of an Advisorapplication or other information does not imply that you will be offered theopportunity to enter into a Financial Advisor/Agent Agreement with FirstCommand.