Associate Advisor 1

Company: B.O.S.S. Retirement Solutions
Location: Lehi
Posted on: June 19, 2022

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 Client Service Advisor is part of a team that directly manages a defined portfolio of clients. -Interactions will largely be remote through telephone and electronic communications for sales and servicing. -This position will conduct annual reviews and proactively follow through with sales opportunities while providing superior client service. -Duties include, but are not limited to: -New Clients

• Provide direct support through the preparation of documents for 1st, 2nd and 3rd meetings and delivery of placement documents, including the Blueprint, for clients.
• Follow the company's systems and processes requirements, including reviewing all documentation before being sent to the processing team.
• Provide outstanding client experience by routinely engaging with and following up with clients during the on-boarding journey to ensure they are well informed and agree with recommendations and actions.
• Execution of instructions from Retirement Advisor, including requests for transactions sent to the processing team, annuity documentation and other investment work instructed by the Retirement Advisor.Ongoing Client Servicing
  • Conducts annual reviews for all clients assigned to their portfolio, utilizing the firms developed process and approach, including updating the Blueprint.
  • Central support for back book opportunities of some clients to reach out to gauge if interest in meeting with advisors
  • Client annual reviews
  • Execute client transactions for advisor teams -Critical Competencies
    • Excellent written and verbal communication skills.
    • Proven customer service skills.
    • Ability to develop, manage, and retain strong client and internal relationships
    • Proficient in Microsoft Office and understand Mac IOS.Minimum Qualifications:
      • Bachelor's degree preferred
      • 2 + years of financial services experience with an emphasis on sales
      • Utah Life and Health Licensed required
      • Series 65 required (or 7/66 combo)

Keywords: B.O.S.S. Retirement Solutions, Lehi , Associate Advisor 1, Other , Lehi, Utah