Service Advisor
$65k - $80kBoutique Recruiting
Position Title: Service Advisor About the Role: The Service Advisor plays a crucial role in ensuring clients receive exceptional service throughout their financial journey. This position requires collaboration with Sales Advisors to onboard new clients and maintain relationships with existing ones. The advisor will engage with a diverse clientele, primarily consisting of individuals nearing retirement. Challenges may arise from addressing the needs of an older demographic, necessitating patience and effective communication skills. An ideal candidate will thrive in a dynamic environment and demonstrate a commitment to client success and satisfaction. Salary Range: $65,000 - $80,000 / Year DOE Service Advisor Responsibilities:
If you are a Service Advisor looking to take the next step in your career, apply now! #LI-KJ1
- Manage service requests for approximately 300 active households
- Field calls and emails from clients, addressing inquiries and providing support
- Conduct regular client meetings, including annual reviews and retirement planning sessions
- Assist clients with beneficiary changes and other servicing tasks
- Create educational video content to guide clients through processes
- Maintain organized records and follow up on client needs proactively
- Collaborate with team members to optimize client service
- Minimum of 2 years of experience in financial services in a service advisor role
- Possession of Series 65 (or 66/63) certification
- Understanding of rebalancing, reallocations, and various life insurance products
- Proficiency in technology, including advanced Excel skills
- A bachelor's degree is preferred
- A state life and health license is preferred
- 80% employer premium coverage for employee benefits
- 401(k) plan with 3% employer match
- 15 days of PTO
- 5 sick days
- Access to the on-site gym and yoga studio
- Professional development reimbursement and support for licensing costs
- Complimentary office snacks and beverages
- Free parking and an on-site breakfast and lunch café
If you are a Service Advisor looking to take the next step in your career, apply now! #LI-KJ1
Vacancy posted 2 days ago
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