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
Base Salary: $75,000 + additional commission
Job Type: Full-time
Pay: $75,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
Education:
Experience:
- Financial concepts: 2 years (Preferred)
License/Certification:
- Life and Health Insurance License (Required)
- Series 65 Securities License (Preferred)
Work Location: In person
