Service Advisor - Leland, NC

Service Advisor - Leland, NC at Advisor Talent Solutions

Position:
Service Advisor.

Base pay range: $70,000.00 – $80,000.00 per year.

• Bachelor’s degree preferred.
• Previous client interaction in an office environment.
• 5+ years of Financial Industry Experience (Preferred).
• CFP Preferred.
• Life & Health paired with either a Series 65 or Series 7 & 66 combination.

• Analytical.
• Self‑Motivated.
• Self‑Directed.
• Strong Interpersonal Communication Skills.
• Highly Organized.
• Advanced Computer Skills.

• Maintain licenses and comply with regulations.
• Maintain active E&O insurance.
• Act as fiduciary for fee‑based clients.
• Participate in meetings and keep appointment availability.
• Learn EPIC Planning best practices.
• Stay current on EPIC products.
• Respond to client emails/calls within 2 hours.
• Use Nitrogen, Retirement Analyzer, Salesforce, and other tools.
• Use EAB tax projection for meetings.
• Prepare client meetings and document communications in Salesforce.
• Set and pursue annual, quarterly, monthly sales goals.
• Provide exceptional client service.
• Continue education with at least 4 financial books per year.
• Attend co‑advisor client meetings regularly.

• Submit incoming requests from in‑tray/new business tray.
• Review new business applications for completeness.
• Enter/update data into the internal tracking system.
• Assist advisors with application preparation.
• Scan and upload documents into Citrix.
• Submit documents to Broker/Dealer and vendors.
• Satisfy all outstanding requirements.
• Confirm source of funds.
• Process urgent client servicing items.
• Track Salesforce daily.li>
• Process new business applications with checks within 24 hours.

• Participate in daily check‑in, HIVE, and WIG meetings.
• Return client calls and e‑mails within 2 hours.
• Update client information in CRM.
• Prepare client recap summaries two weeks before appointments.
• Check in with advisors daily.
• Call unbooked clients (80% target), members (75% target), DISCOs (70% target).
• Assist advisors with account servicing forms.
• Record notes in Salesforce.
• Act as backup to administrative staff during breaks.

• Salary: $70,000 – $80,000 per year.
• Monthly commission (uncapped).

• 401(k) with automatic 3% company contribution.
• Pre‑paid insurance: health, vision, dental, pharmaceutical.
• Paid holidays.
• Paid time off.

Monday‑Friday, 8 am – 5 pm (in‑office).

• Seniority level:
  Mid‑Senior level.
• Employment type:
  
  Full‑time.
• Job function:
  Other.

Interested candidates should apply today. For more information visit  Thank you for your interest.