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Magellan Financial & Insurance Services, Inc. · 1 day ago

Advisor Services Relationship Manager

Phoenix, AZ

Full-time

Onsite

New Grad, Entry Level

Magellan Financial & Insurance Services, Inc. is a fast-growing Registered Investment Advisor dedicated to empowering financial advisors nationwide. The Advisor Services Relationship Manager will be the main contact for financial advisors, guiding them through onboarding, answering questions, and resolving issues while collaborating with internal teams.

Financial ServicesInsuranceService Industry

Responsibilities

Be the go-to contact for financial advisors, guiding them through questions, onboarding, and solutions

Engage proactively with advisors to boost their success and satisfaction

Collaborate with internal teams to swiftly resolve issues

Use cutting-edge CRM tools to stay organized and deliver results

Play a key role in events and training sessions that advisors genuinely appreciate

Qualification

CRM toolsFinancial services experienceCommunication skillsProblem-solvingOrganizational skills

Required

Loves communicating, mainly by phone, and quickly builds trust

Is organized, responsive, and eager to solve problems

Brings energy, professionalism, and a desire to make a difference

Preferred

Experience in financial services or advisory roles is fantastic, but not required

Company

Magellan Financial & Insurance Services, Inc.

The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.

Founded in 2002

Topeka, Kansas, USA

51-200 employees

https://www.magellanfinancial.com/

Funding

Current Stage

Growth Stage

Leadership Team

Austin Nachbar

Director of Strategic Partnerships

Brendon Reed

Director of Strategic Partnerships

Company data provided by crunchbase