Client-First Retirement Planning Advisor
Magellan Financial & Insurance Services, Inc.
14 days+
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Job summary
A financial services firm based in Southlake is seeking a Sales Service Advisor to manage and deepen client relationships while proactively planning for their retirement needs. This role emphasizes client-first service, ensuring strong trust and communication with clients. Applicants should possess financial licensing and a proven ability to advise clients effectively. The position comes with a competitive package of $80,000 base salary plus performance incentives and opportunities for leadership growth.
Qualifications
- Must have financial licensing and experience in servicing clients.
- Ability to manage client relationships with confidence and calmness.
- Strong detail orientation and commitment to follow-through.
Responsibilities
- Manage and deepen an existing book of business.
- Run client review meetings and refine retirement plans as needed.
- Identify planning gaps and coordinate next steps with the advisory team.
- Ensure exceptional client experience through effective organization.
Skills
Client-relationship strength
Planning mindset
Team player
Education
Financial licensing
Job description
A financial services firm based in Southlake is seeking a Sales Service Advisor to manage and deepen client relationships while proactively planning for their retirement needs. This role emphasizes client-first service, ensuring strong trust and communication with clients. Applicants should possess financial licensing and a proven ability to advise clients effectively. The position comes with a competitive package of $80,000 base salary plus performance incentives and opportunities for leadership growth.
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