Career Opportunities

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Client Services/Servicing Advisor

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 Client Services/Servicing advisor will be pro-active and know how to follow through with sales opportunities while providing superior client service; always putting clients first.

Duties include, but are not limited to:

  • Helping current families continually improve their customized financial plan by finding new opportunities
  • Meeting with current families for Annual Reviews to ensure implemented plans are on track for their retirement goals
  • Manage and maintain current client accounts
  • Process and track service requests
  • Develop, manage and retain strong client relationships
  • Follow the developed company systems and processes

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
  • Proficient in Microsoft Office and have an understanding of Mac IOS
  • Experience CRM preferred, but not required

*Pay:  $50,000 per year base salary plus commission



To apply please send resume to:  Melisa Bingham at mbingham@bossretirement.com

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