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
