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First Command Financial Planning Work Values
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Daily Duties at First Command Financial Planning:
• Established sub-transfer agency in 1999 to facilitate operational servicing for approximately 500,000 Systematic accounts. • Administered conversion to DST/TA2000 platform for all First Command Systematic accounts. • Managed all sub-Transfer Agency duties for approximately 500,000 accounts. • Administered all back office operations of First Command Financial Planning. • Implemented imaging and workflow software solutions. • Fielded automated solutions to eliminate paper from the sales process of 1,000-member agent force. • Generated average annual revenue of $3.5 million. • Lead downsizing of staff by 25% through automation of daily activities. • Handled all aspects of compliance for broker/dealer and sub-Transfer Agency in relation to process and procedures. • Managed all fund company operational relationships. • Created and managed all outside vendor relationships. • Negotiated all contracts and fee schedules. • Developed all processing and quality standards and Fund reporting. • Established and coordinated training curriculum for 1,000-member agent force and 105-member Home Office staff. • Facilitated monthly conference calls to all levels of field leadership to provide procedural updates and guidance and to discuss any customer service and/or operational issues. • Managed all processing for life and health insurance policies.
What they like about First Command Financial Planning:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Information about First Command Financial Planning
Company Rank: Not Available
Average length of employment : 6 years
Average salary of employees: $112,500
These are some of the questions we asked our climbers about their experiences with First Command Financial Planning:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
