Adoption Specialist (Dallas, TX)

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Job Description

How will your role impact First Command?

The Adoption Specialist is a specialist position providing coaching and training on the First Command Financial Services platform by leveraging technology as a sales driver and to support all processes, communications, and interactions. The Adoption Specialist consults with the field office at all levels to develop innovative solutions that drive effective and efficient business growth and retention. The Adoption Specialists are Field Force Training's in-house training team composed of Subject Matter Experts who provide ongoing training to our DAs, Advisors and Field Support Staff to incorporate effective processes into the Advisors' businesses. Successful incorporation of these processes will significantly improve our Advisors' productivity and help to deliver a consistently exceptional client experience. This position(s) will be located in Fort Worth at the Home Office.

The Adoption Specialist will act in two primary capacities; first, as a coach to understand the gaps that exist in the current use of processes with each user; and secondly as a trainer to close the gaps to effective application of processes in the day to day operations of their practices. The successful adoption of processes by Advisors and their employees leading to higher field competency and productivity is the success measure for this position. This position is internally in the Home Office and will report to the Manager, Business Process Consultant.

What will you be doing?

  • Collaborate with District Leadership to support focuses, goals and initiatives.
  • Establish clear communications with key business stakeholders and subject matter experts.
  • Raise awareness of business processes to be leveraged at each stage of the Advisor business life cycle Advisor Trainee, Fast Start Advisor, Experienced Advisor and Mature Advisor. Solutions will address both practice development and practice management.
  • Promote consistency of business processes.
  • Conduct needs analysis with each client and partner to create customized platform development plans for successful attainment of goals.
  • Applying processes as a business tool, the Adoption Specialist meets virtually one on one and in group settings to instruct, educate and train the Advisors and their staff in how to integrate the new and upgraded systems into running and growing their business.
  • Perform as an internal consultant, responsible for the effective use of business processes and the adoption of new technology to support the same processes in the First Command field offices
  • Lead Field and Home Office teams in how to use the new systems in a First Command Financial Services office and adapt the training for consistent client experiences across the organization.

What skills/qualifications do you need?

  • Bachelor's degree required (or 4 years of experience required), business disciplines preferred.

Work Experience
  • If degreed, 2 or more years working in the Financial Services industry required. Experience in a First Command field office or equivalent branch office experience in a similar Financial Services Industry firm preferred.
  • Experience in training staff and implementing technology processes in an office setting.
  • Practical experience in the implementation of a training plan including familiarity with Information Technology terms and technology processes used to meet business requirements

Knowledge, Skills and Abilities

  • Must effectively communicate and be a consensus builder.
  • Familiar with Microsoft Office components (Word, Excel, Outlook, Teams, etc.).
  • Familiar with the SaaS or software Salesforce (ACE)
  • Able to communicate project status to various levels of management in both technical and non-technical terms.
  • Ability to build, maintain and work from defined schedules.
  • Superior listening skills and ability to translate verbal descriptions into written requirements.
  • Superior writing skills for both business and technical documents.
  • Empathy for End Users

More Information on First Command Financial Services, Inc.
First Command Financial Services, Inc. operates in the Fintech industry. The company is located in Fort Worth, TX, Birmingham, AL, Anchorage, AK, Lemoore, CA, Aurora, CO, Bonita Springs, FL, Alpharetta, GA, Boise, ID, Brunswick, ME, Aberdeen, MD, Lexington, MA, Bloomington, MN, Biloxi, MS, Papillion, NE, Cape May Court House, NJ, Alamogordo, NM, Asheville, NC, Lawton, OK, Carlisle, PA, Columbia, SC, Clarksville, TN, Austin, TX, Colonial Heights, VA and Cheyenne, WY. First Command Financial Services, Inc. was founded in 1958. It has 2118 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 62 open jobs at First Command Financial Services, Inc., click here.
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