Financial Advisor/Service-Operations Advisor

FACCCS • Bellevue, WA 98004

Posted 1 month ago

Job Description

Job Description

Looking for strong candidates that can step in immediately to support a face paced advisory.

Job Overview
The Service Advisor will provide outstanding (timely, accurate, and value added) service when processing new applications, financial transactions including investments, transfers and redemption, portfolio review spreadsheets, and handling contract change requests from the agent. In addition, this individual may assist with special assignments, as needed. This position is perfect for a licensed individual you likes the service aspect of the field supporting active clients needs and likes to support marketing efforts within a salary position.

? Gather and document information for client reviews
? Complete and process all applications for business submitted by agents
? Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
? Submit all completed in good order applications and forms to the proper agencies.
? Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward.
? Research and analyze application issues and provide problem resolution
? Answer agents requests and respond to their needs in a timely manner
? Additional duties and responsibilities as required by management

Skills and Experience Needed
? 5yrs exp, licensed in the annuity/insurance and securities industry.(preferred)
? Knowledge of Fidelity Wealthscape, Emoney Software experience a plus for advanced planning

? Proven analytical, problem solving and decision making skills with little direction
? Follows through on everything they are responsible for and if they see a teammate needs help, jumps right in.
? Superior demonstrated verbal and written communication skills
? Takes initiative and doesn't wait to be told what to do once the learning curve has been established, proactive.

? Dependable and willing to do whatever it takes to get the job done.
? Ability to show the client they care about their needs; are diligent in helping get fulfilled
? Time management and ability to handle multiple tasks in a fast paced environment
? Ability to interact with all personality types and with all levels of staff
? Ability to learn specific product information, administrative systems, rules and regulations

Company Description

Leading Wealth Management Firm aggressively hiring the right candidate. It it you?.


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