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. You will also be traveling between 7 offices along the Wasatch Front for some in-person client 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 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 Licensed required

· Series 65 required (or equivalent)

*This position starts at a base salary of $70,000/year with commissions.

Equal Opportunity Employer M/F/D/V

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Finance: 2 years (Required)

License/Certification:

Life and Health Insurance License (Required)
Series 65 (Required)

Work Location: In person

B.O.S.S. Retirement Solutions

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