What are the responsibilities and job description for the Service Advisor position at Magellan Financial & Insurance Services, Inc.?
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).
Location: Southlake, TX (in-office)
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
CFP® preferred (not required)
Ready to make a meaningful impact?
If you’re ready to step into a client-first advisory seat — where the goal is retention, confidence, and doing the right thing repeatedly — apply today.
RetireSimply™ is an equal-opportunity employer.