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Associate Advisor
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B.O.S.S. Retirement Solutions
Ogden, UT (In Person)
$75,000 Salary, Full-Time
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Job Description
Associate Advisor B.O.S.S. Retirement Solutions Ogden, UT Job Details Full-time $75,000 a year 22 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance Life insurance Qualifications Financial planning Financial sales Customer service iOS Series 66 Series 7 Bachelor's degree Financial concepts Financial services Productivity software Series 65 Life & Health Insurance License Practicing in the securities industry Full 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 Client Services/Servicing advisor will be pro-active and know how to follow through with sales opportunities while providing superior client service; always putting clients first. Duties include, but are not limited to: Helping current families continually improve their customized financial plan by finding new opportunities Meeting with current families for Annual Reviews to ensure implemented plans are on track for their retirement goals Manage and maintain current client accounts Process and track service requests Develop, manage and retain strong client relationships Follow the developed company systems and processes
Minimum Qualifications:
- Bachelor's degree preferred
- 2 + years of financial services experience with an emphasis on sales
- State Life and Health Licensed required
- Series 65 required (Or Series 7/66 combo)
- Proficient in Microsoft Office and have an understanding of Mac IOS
- Experience CRM preferred, but not required