Service Advisor

Sales Service Advisor — Keep Great Clients. Keep Them Confident. You already know the best part of this business: the relationship. At RetireSimply™ , our mission is to make retirement planning simple and stress-free for families across DFW. We’re a Southlake-based firm with a clear planning framework (“SIMPLY”) and a team built around education, strategy, and long-term trust. We’re hiring a Sales Service Advisor — someone who can confidently step into an existing book, deliver proactive planning, and strengthen client loyalty (without living on the hamster wheel of nonstop new sales). Compensation: $80,000 Base + Performance Incentives What you’ll do Manage and deepen an existing book of business with a high-touch, proactive service cadence Run client review meetings and help households stay aligned with their retirement strategy year after year (“Yearly Visit” is part of our process) Refine plans as life changes : income needs, tax strategy, risk posture, beneficiary/legacy considerations, healthcare/Medicare questions, etc. Identify planning gaps and opportunities and coordinate next steps with the advisory team Partner with ops/client service to ensure smooth execution, fast follow-up, and an exceptional client experience Protect retention by being the advisor clients trust, call first, and refer to friends Why you’ll love this role Client-first, relationship-driven: you’ll focus on service, strategy, and follow-through — not cold calls. A real planning framework: “SIMPLY” helps guide yearly reviews and keeps conversations organized around what retirees care about most (income, taxes, legacy, Medicare planning, protection). Visibility + credibility: RetireSimply has a strong presence in the DFW market, with media and education components that support trust-building. Leadership runway: this role has room to grow into a lead seat as the team scales. Who we’re looking for Licensed + experienced: you have financial licensing and real experience servicing and advising clients Client-relationship strength: you’re calm, confident, and people feel taken care of after talking to you Planning mindset: you like the details, the strategy, the follow-through — and you keep promises Team player with leadership aspirations: you want to grow into more ownership over time Seniority level Associate Employment type Full-time Job function Finance, Research, and Strategy/Planning Industries Investment Management, Investment Advice, and Financial Services RetireSimply™ is an equal-opportunity employer. #J-18808-Ljbffr