Client Services Advisor

With over 30 years of experience in the financial services industry, David J. Scranton, owner of Scranton Financial Group, and his team of professionals share their expertise to bridge the gap between prospects and clients.

The Client Servicing Advisor plays a vital role in driving revenue growth by expanding existing client relationships and acquiring new clients for the firm. The primary responsibilities include identifying additional business opportunities within our current client base and proactively marketing our services to prospective clients to onboard them as customers.

• Analyze current client portfolios and needs to cross-sell and up-sell additional accounts, services, and products.
• Develop and execute tailored strategies to deepen relationships with existing clients.
• Initiate outreach to prospective clients through targeted marketing efforts and networking.
• Consult with prospects to understand their financial goals and objectives to effectively position our firm's solutions.
• Guide prospects through the onboarding process to close new client acquisitions.
• Achieve individual sales targets and revenue quotas through new business growth.

Current Series 6 license required.

Retirement Income Source SFG is an E-Verify employer.

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. We are committed to employing and promoting qualified candidates without discrimination based on race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.