What are the responsibilities and job description for the Central Associate Advisor position at B.O.S.S. Retirement Solutions?
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. Travel between 7 office locations along the Wasatch Front will also be required for some in-person 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
· 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
Salary : $70,000