Career Opportunities

 

B.O.S.S. Retirement Solutions is passionate about helping people achieve financial independence. Co-founders Ryan Thacker, President, and Tyson Thacker, CEO, are brothers and business partners and have co-written books, “B.O.S.S. Wealth Plan TM” and “the Wall Street Alternative”, and have shared their strategies for generating retirement income and maximizing taxes with thousands of people across the U.S. and Canada. Both have appeared on CNN, MSNBC, and NBC.

B.O.S.S. RETIREMENT SOLUTIONS OFFERS THE FOLLOWING SERVICES:

Reverse Mortgages                                      Retirement Income Planning             

Life Insurance                                               Securities

Tax Minimization Strategies                   Estate Planning

IRA & 401(k) Rollovers                              Wealth Accumulation

Asset Protection                                           Annuities

B.O.S.S. Retirement Solutions hires a strong team of professionals to ensure clients receive all the assistance they need in developing their retirement income strategy and maintaining it throughout retirement. We currently have offices in Thanksgiving Park, Cottonwood Heights, and Bountiful.

Current Job Openings

Investment Advisor Representative

Job Description:

Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team!  The Investment Advisor Representative will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients.  The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.  Initial duties include meeting with prospects to understand their needs and provide retirement solutions through strategic planning.  Service existing clients.  Follow up with prospects & existing clients to continually build client relationships and close business.  Participation in public seminars to include presentation of information or introducing the presenting Advisor.

Responsibilities

  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care & managed money
  • Provide financial planning advice to include investment, insurance & retirement
  • Develop, manage, and retain strong client relationships
  • Meet individual and team goals

Key Traits:

  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build client base
  • Persuasive ability
  • Strong organizational, prioritization, interpersonal & management skills • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written

Qualifications

  • Bachelor’s degree preferred
  • 5 + years of financial services experience with an emphasis on sales
  • Life and Health Licensed
  • Series 65
  • Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
  • Experience CRM preferred, but not required

 

 

Service Advisor​​​​​​

The Service Advisor will have the opportunity to meet-one-on one with existing clients to help answer questions, service, and perform annual reviews.  Make active outbound calls to set appointments directly with clients to strengthen relationships and encourage referrals.  Identify and close additional business with existing clients.   The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.  Initial duties include working alongside the main Advisor, servicing existing clients, client relationship building, and participation in public seminars.

Duties include, but are not limited to:

  • Provide service via appointment, phone, email or webinar
  • Uncover additional assets and obtain client referrals
  • Case design and prepare applications for additional assets
  • Prepare and hold Annual Reviews with clients
  • Prepare and deliver contracts
  • Process and track service request and applications
  • Record and update client records
  • Ensure implemented plans are on track to help client and their retirement goals
  • Develop, manage and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals

Minimum Qualifications:

  • Bachelor's degree preferred
    • 2 + years of financial services experience with an emphasis on sales
    • Life and Health Licensed and Series 65 required
    • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
    • Experience CRM preferred, but not required

 

Equal Opportunity Employer M/F/D/V

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