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

 Mortgage Processor

Overview:

JustReverse Mortgage has recently partnered with B.O.S.S. Retirement Solutions to help our clients find options and solutions for their retirement needs and help people achieve financial independence. For over 15 years we have helped seniors across the state achieve retirement peace of mind through our innovative programs and superior customer service.

This position will be in our Cottonwood or Lehi location.

 Job Description:

A Mortgage Processor is an integral part of the team who will be responsible for processing mortgage loans for JustReverse. This person must be extremely well organized, efficient and resourceful. The ability to complete tasks in a fast-paced environment, sometimes under pressure, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality is crucial to this role.

 

Job responsibilities will include:

  • Participate and engage in public workshops during evening hours
  • Gather and compile time-sensitive, confidential information
  • Move files through the process from application to closing
  • Input accurate, verified loan information into JustReverse systems as applicable
  • Ensure all loan documentation is complete, accurate and compliant with company policy
  • Verify all loan documents including income, credit, appraisal and title information
  • Prepare and submit loan files in to underwriting
  • Review and coordinate loan file underwriting conditions in compliance with company underwriting policy and procedure
  • Order and coordinate loan closing documents
  • Submit all documents by required deadlines
  • Performing other duties as assigned

 

Minimum Qualifications:

  • High School Diploma required
  • 1+ years working as a loan processor (preferred)
  • Strong knowledge of MS office
  • Strong customer service, self-motivated with solid time management skills
    Must be available to work out of our Cottonwood or Lehi office, M-F 8:30-5:30 and some evenings

Equal Opportunity Employer M/F/D/V

 

 

Service Advisor​​​​​​

Our well-established and growing financial firm is seeking to add an Associate Advisor to our Team! This Associate Advisor 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 working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main 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
• Assist main Advisor with meeting 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

Minimum Qualifications:

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

If interested, please apply online at http://boss-retirement-solutions-llc.prismhr-hire.com

 

 

Equal Opportunity Employer M/F/D/V

 

 

 

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