Service Advisor​​​​​​

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Our well-established and growing financial firm is seeking to add an Associate Advisor to our Team! This Associate Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.

Responsibilities:

The Service Advisor will have the opportunity to meet one on one with existing clients to help answer questions, service, and perform annual reviews.  Make active outbound calls to set appointments directly with current clients to strengthen relationships and encourage client referrals.  Identify and close additional business with existing clients.   The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.  Initial duties include working alongside the main Advisor, servicing existing clients, client relationship building and participation in public seminars.

Duties include, but are not limited to:

  • Provide service via appointment, phone, email or webinar
  • Uncover additional assets and obtain client referrals
  • Case design and prepare applications for additional assets
  • Prepare and hold Annual Reviews with clients
  • Prepare and deliver contracts
  • Process and track service request and applications
  • Record and update client records
  • Ensure implemented plans are on track to help client and their retirement goals
  • Develop, manage and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals

Minimum Qualifications:

• Bachelor's degree preferred  

• 2 + years of financial services experience with an emphasis on sales 

• Life and Health Licensed

  • Series 65  

• Proficient with MS Office Suite (Outlook, Excel, Word & Power point) 

• Experience CRM preferred, but not required

Location: Salt Lake City, UT
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Apply at: https://boss-retirement-solutions-llc.prismhr-hire.com/job/57721/service-advisor