SVP, Head of Integrated Sales

How will this role impact First Command?

The SVP Head of Integrated Sales is responsible for the oversight, strategy and services offered by the Integrated Sales Team.  The team is composed of a highly experienced group of Wholesalers who bring deep expertise and partnership to First Command Advisors and clients. This position is field facing and plays a key role in supporting First Command Advisors and clients.  This role is responsible for the overall success of the internal wholesaling function and its contribution to the broader organization’s success, including managing key stakeholder relationships with key business partners, aligning expectations, and driving cross-functional collaboration with all internal First Command Departments in designing and implementing First Command strategic initiatives related to the sales function.

What will the employee do in this role?

• Build, expand, and further develop the Integrated Sales function by aligning internal wholesaling, external field efforts, and product specialists under a shared go-to-market approach.
• Lead the internal sales team, developing a culture of performance, innovation, and accountability in alignment with First Command’s core values of Love, Courage, and Effectiveness.
• Partner with division leadership to build and execute sales strategies that enhance advisor engagement, increase product adoption, and accelerate holistic planning across retirement, insurance, investments, and banking.
• Collaborate cross-functionally with product management, marketing, technology, and training to deliver scalable, timely, and relevant content to the field.
• Drive advisor and client adoption of First Command’s core platforms including Salesforce, Salesforce Marketing Cloud, MoneyGuide, and Envestnet by embedding them into sales processes and accountability structures.
• Lead the execution of enterprise-wide sales initiatives, campaigns, and product rollouts, ensuring compliance with industry regulations related to sales practices, and driving alignment across teams resulting in consistent delivery in the field.
• Monitor key sales performance metrics across internal and external sales channels; use data to guide decisions, set priorities, and ensure business results.
• Facilitate regular communication, training, and planning sessions between internal and external sales teams to ensure alignment and mutual accountability.
• Stay attuned to market dynamics, field feedback, and advisor behavior to adjust strategy and drive continuous improvement across the sales function.
• Identify and develop future leaders within the Integrated Sales team, building a talent pipeline that supports First Command’s long-term growth and mission.
• Represent Integrated Sales and advisor-facing needs in enterprise planning forums and executive leadership discussions.

What skills/qualifications do you need?

Education

• Bachelor’s degree in business, finance or related field required
• MBA preferred

Work Experience

• At least 10 years in the financial services industry with experience in direct sales of all products, as well as deployment of new products and services to advisors.
• At least 5 years of managing a sales team.
• Experience in developing product sales and service delivery training.

Certifications

• Advanced professional qualifications preferred (CFP, CLU, etc.).
• Licensed and registered to sell investment, advisory and life insurance products required.
• Series 7 & 24 required

Required Knowledge, Skills and Abilities

Strategic Sales Leadership

• Extensive experience leading sales organizations with a proven ability to build and execute integrated strategies that drive advisor adoption, product growth, and business results.

Cross Functional Collaboration and Influence

• Skilled at aligning stakeholders across product, marketing, technology, and field leadership to deliver enterprise-wide initiatives and enhance the advisor and client experience.

Industry Knowledge

• Deep understanding of the investment, insurance, and advisory industries, including Broker/Dealers, RIAs, general insurance agencies, and associated regulatory requirements.

Sales Enablement and Platform Adoption

• Demonstrated ability to lead successful field adoption of tools like Salesforce, Envestnet, and Marketing Cloud by embedding them into sales processes and accountability systems.

Coaching, Development, and Performance Management

• Track record of inspiring, motivating and developing high-performing sales teams by fostering accountability, supporting career growth, and driving a culture of excellence.

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