Central Associate Advisor

Central Associate Advisor B.O.S.S. Retirement Solutions Lehi, UT Job Details Full-time From $70,000 a year 2 days ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Managing customer accounts Financial sales Managing investment portfolios Customer relationship building Retirement plan management Finance Phone communication Customer service iOS Mid-level Microsoft Office Bachelor's degree Managing clients in a finance role macOS Financial services CRM system proficiency Productivity software Series 65 Life & Health Insurance License 2 years Communication skills Client interaction via phone calls

Full Job Description 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