Client Advisory Specialist - Remote & Travel

B.O.S.S. Retirement Solutions; Lehi (UT); On-site; USD 63,000 - 77,000; Full time

Job summary

B.O.S.S. Retirement Solutions in Utah seeks a Central Advisor who builds relationships and delivers an excellent client experience. The role is largely remote for sales and servicing, with travel between Wasatch Front locations for in-person meetings.

Responsibilities include annual client reviews, processing service requests, growing assets, and applying the retirement blueprint to enhance plans. Licenses Series 65 and Life & Health are mandatory.

Qualifications

• Bachelor’s degree preferred.
• 2+ years of financial services experience with an emphasis in customer service.
• Utah Life and Health Licensed required.
• Series 65 required (or equivalent).

Responsibilities

• Conduct regular client annual reviews.
• Execute client service and transaction requests with efficiency and exactness.
• Achieve set production levels through identifying and onboarding off-held assets with clients.
• Continually improve the clients’ retirement plans utilizing The B.O.S.S. Retirement Blueprint.
• Ensuring all aspects of client retirement plans are executed.
• Growing the portfolio of clients through asking for and meeting with referrals.

Skills

Roth conversions tax knowledge

Social Security

Annuities

Securities and portfolio management

Customer service

Microsoft Office

Mac iOS

CRM experience

Written and verbal communication

Education

Bachelor’s degree preferred

Tools

Microsoft Office

CRM

Mac iOS

Job description

B.O.S.S. Retirement Solutions in Utah seeks a Central Advisor who builds relationships and delivers an excellent client experience. The role is largely remote for sales and servicing, with travel between Wasatch Front locations for in-person meetings.

Responsibilities include annual client reviews, processing service requests, growing assets, and applying the retirement blueprint to enhance plans. Licenses Series 65 and Life & Health are mandatory.