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Client Engagement Specialist I



Category

Marketing

Job Location

1 FirstComm Plaza, Fort Worth, Texas

Tracking Code

EX 05

Position Type

Full-Time/Regular

How will your 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 you 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/qualifications do you 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.

 

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©2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPCFINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).

Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. 

In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.

SIPC - Securities Investor Protection Corporation

Securities Investor Protection Corporation


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