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:

Retirement Income Planning         Annuities

Life Insurance                               Securities

Tax Minimization Strategies         Estate Planning

IRA & 401(k) Rollovers                  Wealth Accumulation

Asset Protection                                          

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, South Jordan, Bountiful, Ogden, and Provo.

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

Equal Opportunity Employer M/F/D/V

Please apply online at boss-retirement-solutions-llc.prismhr-hire.com/job/61605/investment-advisor-representative or contact Melissa Ceballos at 801-990-5055

 

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

Please apply online at boss-retirement-solutions-llc.prismhr-hire.com/job/57721/service-advisor or contact Melissa Ceballos at 801-990-5055

Client Relations Coordinator

The Client Relations Coordinator is a full-time position that allows individuals an opportunity to gain insight in the client relations and sales process.   The position is responsible for building connections and trust with potential clients who have expressed interest in the retirement services B.O.S.S. Retirement Solutions provides.   The Client Relations Coordinator will be making connections with prospects through outbound calls and email correspondences to keep Retirement Advisors calendars filled with qualified appointments utilizing a combination of marketing strategies and systems:

  • Outbound calls
  • Seminar Management
  • Administration of client concierge program
  • Consistent prospect/client mailings, such as newsletters and emails
  • Calendar Management
  • Appointment Confirmation Calls
  • Prospect follow-up
  • Tracking marketing strategies
  • Attending weekly dinner seminars and all company events 

Minimum Qualifications:

  • Bachelor’s degree preferred (in lieu of Bachelor’s degree, must have 4 years of experience in related industry)
  • Minimum of 6 months of experience is sales and 6 months of experience in customer service
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Must be available to work full-time hours: Monday-Friday 8:30 am- 5:30 pm

Equal Opportunity Employer M/F/D/V

Please apply online at boss-retirement-solutions-llc.prismhr-hire.com/job/111362/client-relations-coordinator or contact Melissa Ceballos at 801-990-5055

 

Service Advisor​​​​​​ Assistant

The Service Advisor Assistant will work closely with the Servicing Advisor Team to assist existing clients by helping answer questions and servicing paperwork.  Make active outbound calls to set appointments directly with current clients to strengthen relationships and encourage client 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 phone and email
  • Prep applications
  • Assist in servicing paperwork
  • Schedule client calls
  • Process and track service request and applications
  • Record and update client records
  • Develop, manage and retain strong client relationships
  • Assist Servicing Advisor with meeting individual and team goals

 

Minimum Qualifications:

  • Bachelor’s degree preferred
  • 2 + years of financial services experience with an emphasis on sales
  • 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

Please apply online at boss-retirement-solutions-llc.prismhr-hire.com/job/108135/service-advisor-assistant or contact Melissa Ceballos at 801-990-5055