Service Advisor

Magellan Financial & Insurance Services, Inc.; Southlake (TX); On-site; USD 70,000 - 90,000; Full time

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

Sales Service Advisor — Keep Great Clients. Keep Them Confident.

You already know the best part of this business: the relationship.

At RetireSimply™, our mission is to make retirement planning simple and stress-free for families across DFW. We’re a Southlake-based firm with a clear planning framework (“SIMPLY”) and a team built around education, strategy, and long-term trust.

We’re hiring a Sales Service Advisor — someone who can confidently step into an existing book, deliver proactive planning, and strengthen client loyalty (without living on the hamster wheel of nonstop new sales).

Compensation: $80,000 Base + Performance Incentives

What you’ll do

• Manage and deepen an existing book of business with a high-touch, proactive service cadence
• Run client review meetings and help households stay aligned with their retirement strategy year after year (“Yearly Visit” is part of our process)
• Refine plans as life changes: income needs, tax strategy, risk posture, beneficiary/legacy considerations, healthcare/Medicare questions, etc.
• Identify planning gaps and opportunities and coordinate next steps with the advisory team
• Partner with ops/client service to ensure smooth execution, fast follow-up, and an exceptional client experience
• Protect retention by being the advisor clients trust, call first, and refer to friends

Why you’ll love this role

• Client-first, relationship-driven: you’ll focus on service, strategy, and follow-through — not cold calls.
• A real planning framework: “SIMPLY” helps guide yearly reviews and keeps conversations organized around what retirees care about most (income, taxes, legacy, Medicare planning, protection).
• Visibility + credibility: RetireSimply has a strong presence in the DFW market, with media and education components that support trust-building.
• Leadership runway: this role has room to grow into a lead seat as the team scales.

Who we’re looking for

• Licensed + experienced: you have financial licensing and real experience servicing and advising clients
• Client-relationship strength: you’re calm, confident, and people feel taken care of after talking to you
• Planning mindset: you like the details, the strategy, the follow-through — and you keep promises
• Team player with leadership aspirations: you want to grow into more ownership over time

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Research, and Strategy/Planning

Industries

Investment Management, Investment Advice, and Financial Services

RetireSimply™ is an equal-opportunity employer.