Sales Service Advisor jobs in United States
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Magellan Financial & Insurance Services, Inc. · 1 hour ago

Sales Service Advisor

positionWaretown, NJ
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$65K/yr - $80K/yr

Magellan Financial & Insurance Services, Inc. is focused on providing a client-first advisory role. The Sales Service Advisor will manage an established book of clients, delivering personalized financial planning and fostering long-term relationships without the pressure of constant prospecting.

Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
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Responsibilities

Serving as the primary advisor for an existing client base
Reviewing, refining, and executing financial plans aligned with client goals
Acting as a strategic partner to clients through life, tax, and retirement decisions
Collaborating with senior advisors and leadership to elevate service standards
Contributing to a team culture focused on consistency, clarity, and trust

Qualification

Financial planningClient relationship managementCFP® certificationStrategic partnershipProfessionalismJudgmentClient-first mindset

Required

Experienced financial professional
Licensed
Judgment
Professionalism
Client-first mindset

Preferred

CFP® certification

Benefits

Performance Bonuses: Clear, achievable incentives tied to client service and retention

Company

Magellan Financial & Insurance Services, Inc.

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The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
dateFounded in 2002
location
Topeka, Kansas, USA
people-size51-200 employees
web-link
https://www.magellanfinancial.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Austin Nachbar
Director of Strategic Partnerships
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Brendon Reed
Director of Strategic Partnerships
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Company data provided by crunchbase