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

Service Advisor

positionSouthlake, TX
timeFull-time
remoteOnsite
seniorityMid Level
money$80K/yr - $80K/yr

Magellan Financial & Insurance Services, Inc. is a Southlake-based firm focused on making retirement planning simple and stress-free for families across DFW. They are seeking a Sales Service Advisor to manage an existing book of business and strengthen client loyalty through proactive service and planning.

Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
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Responsibilities

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

Qualification

Financial licensingClient relationship managementPlanning mindsetLeadership aspirationsCFP® certificationTeam player

Required

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

Preferred

CFP® preferred (not required)

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