Career Opportunities

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Client Service Advisor 1

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 Client Service Advisor is part of a team that directly manages a defined portfolio of clients.  Interactions will largely be remote through telephone and electronic communications for sales and servicing.  This position will conduct annual reviews and proactively follow through with sales opportunities while providing superior client service.

Duties include, but are not limited to:

 New Clients

  • Provide direct support through the preparation of documents for 1st, 2nd and 3rd meetings and delivery of placement documents, including the Blueprint, for clients.
  • Follow the company’s systems and processes requirements, including reviewing all documentation before being sent to the processing team.
  • Provide outstanding client experience by routinely engaging with and following up with clients during the on-boarding journey to ensure they are well informed and agree with recommendations and actions.
  • Execution of instructions from Retirement Advisor, including requests for transactions sent to the processing team, annuity documentation and other investment work instructed by the Retirement Advisor.

Ongoing Client Servicing

  • Conducts annual reviews for all clients assigned to their portfolio, utilizing the firms developed process and approach, including updating the Blueprint.
  • Central support for back book opportunities of some clients to reach out to gauge if interest in meeting with advisors
  • Client annual reviews
  • Execute client transactions for advisor teams

Critical Competencies

  • Excellent written and verbal communication skills.
  • Proven customer service skills.
  • Ability to develop, manage, and retain strong client and internal relationships
  • Proficient in Microsoft Office and understand Mac IOS.

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 (Or 7/66 combo)

*This position is in our Lehi, UT office location.




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 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 while providing superior client service; always putting the clients first.  This position is for our Meridian, Idaho office location.


  • Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
  • Assist clients with annuities, life insurance, long-term care & managed portfolios
  • Provide financial planning advice to include investment, insurance & retirement
  • Develop, manage, and retain strong client relationships
  • Meet individual and team goals through following set processes and procedures
  • Participate in public seminars to present financial information and/or to introduce the presenter
  • Attend weekly meetings via zoom

Critical Competencies:

  • 100% Accountability – Always takes 100% ownership for results and outcomes
  • Strong initiative/Proactive – Act without being told what to do. Generate innovative approaches to problems
  • Abundant growth mindset – Possesses determination and commitment to improving self in all areas of
    life from personal to professional
  • Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative
  • Tracking individual progress and performance to meet and surpass minimum expectations
  • Persistence – Demonstrates tenacity and willingness to go the distance to get something done
  • An entrepreneurial perspective to help families
  • Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling
  • Strong organizational, prioritization, interpersonal & management skills
  • Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships
  • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written feedback

 Minimum Qualifications:

  • Bachelor’s Degree required
  • 5+ years of financial services experience
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Industry knowledge
  • Idaho Insurance License - Required
  • Series 65 License – Required (or 7/66 combo)



New Business Coordinator


Job Description

The New Business Coordinator plays an integral role in our Operations Department providing high-level customer service ensuring the accuracy of client applications. Team members will be involved in the entire policy to issue process. Duties include, but are not limited to:

  • Process client applications
  • Verify necessary requirements
  • Work with third-party companies
  • Application preparation

Minimum Qualifications

  • Bachelor’s degree or equivalent experience (in lieu of Bachelor’s degree, must have 4 years’ experience in finance industry)
  • Minimum of 2 years of experience in a related field
  • Series 65 license preferred (required to obtain license, if hired)
  • Life insurance license preferred (required to obtain license, if hired)
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of Windows and Mac IOS.
  • Must be available for work full-time hours (Monday-Friday 8:30 am to 5:30 pm, occasional evenings)

*This position is in our Lehi, UT office location.



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

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Or give us a call at 801.990.5055.