Client Engagement Specialist

First Command Financial Services, Inc. • Fort Worth, TX

6h • Hybrid

About The Position

The Client Engagement Specialist (CES) serves as an initial point of contact for prospective and existing clients at First Command. The role engages individuals through proactive outreach, conducts discovery conversations to understand financial goals, and explains how First Command may support their needs. Acting as a financial coach, the Specialist shares relevant information and resources to help people make informed decisions, then transitions qualified clients to Financial Advisors for continued support. The position supports First Command’s mission by fostering client relationships and creating opportunities for long-term partnerships.

Requirements

• Bachelor’s degree or equivalent work experience required.
• Life & Health Insurance License required, or must be obtained within 180 days of hire.
• Strong interpersonal and communication skills, including the ability to engage diverse audiences.
• Ability to conduct effective discovery conversations and build trust.
• High ethical standards and commitment to acting in the client’s best interest.
• Strong organizational skills and attention to detail in documenting client interactions.
• Ability to manage competing priorities in a fast-paced environment.

Nice To Haves

• At least 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.
• FINRA Series 7 and 66 licenses preferred but not required.
• Knowledge of financial planning concepts and familiarity with insurance products preferred.

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 or recommendations.
• Share relevant information and tools as a financial coach to help prospects make informed decisions.
• Collaborate with Financial Advisors to transition qualified clients for further discussions and financial planning.
• Accurately and promptly document client interactions and updates in the CRM system.
• Execute outreach campaigns as directed by leadership.
• Maintain compliance with industry regulations and company policies during client interactions.

What This Job Offers

• Job Type: Full-time