Central Associate Advisor
Role Overview
The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience.
This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability.
The Central Advisor is part of a centralized team that directly manages a defined portfolio of clients.
Interactions will largely be remote through telephone and electronic communications for sales and servicing.
Travel between 7 office locations along the Wasatch Front will also be required for some in-person meetings.
This position conducts annual reviews, proactively follows through with sales opportunities while providing superior client service.
Licenses for both Series 65 and Life & Health Insurance are mandatory to complete the duties of the role.
Duties include, but are not limited to:
· Conduct regular client annual reviews
· Execute client service and transaction requests with efficiency and exactness
· Achieve set production levels through identifying and onboarding off-held assets with clients
· Continually improve the clients’ retirement plans utilizing The B.O.S.S.
Retirement Blueprint
· Ensuring all aspects of client retirement plans are executed
· Growing the portfolio of clients through asking for and meeting with referrals
Full Job Posting
Job Description
The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability.
The Central Advisor is part of a centralized team that directly manages a defined portfolio of clients. Interactions will largely be remote through telephone and electronic communications for sales and servicing. Travel between 7 office locations along the Wasatch Front will also be required for some in-person meetings. This position conducts annual reviews, proactively follows through with sales opportunities while providing superior client service. Licenses for both Series 65 and Life & Health Insurance are mandatory to complete the duties of the role.
Duties include, but are not limited to
- · Conduct regular client annual reviews
- · Execute client service and transaction requests with efficiency and exactness
- · Achieve set production levels through identifying and onboarding off-held assets with clients
- · Continually improve the clients’ retirement plans utilizing The B.O.S.S. Retirement Blueprint
- · Ensuring all aspects of client retirement plans are executed
- · Growing the portfolio of clients through asking for and meeting with referrals
Critical Competencies
· Federal taxes relating to Roth Conversions
· Social Security
· Annuities
· Securities and portfolio management
· Excellent customer service
· Proficient in Microsoft Office
· Have an understanding of Mac IOS
· Experience with CRM preferred, not required
· Excellent written and verbal communication skills
Minimum Qualifications
- · Bachelor’s degree preferred
- · 2 + years of financial services experience with an emphasis in customer service
- · Utah Life and Health Insurance License required
- · Series 65 required (or equivalent)
- Equal Opportunity Employer M/F/D/V
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how to apply:
- If you’re ready to unlock your potential, we’d love to hear from you. To apply to one of these open positions, please send your resume to Melisa Bingham at [email protected] .
About B.O.S.S. Retirement Solutions
Privately held retirement-planning firm helping retirees and pre-retirees with investment advice and insurance strategies.
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