Service Advisor

Join to apply for the Service Advisor role at E.A. Buck Financial Services

Join to apply for the Service Advisor role at E.A. Buck Financial Services

This range is provided by E.A. Buck Financial Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$70,000.00/yr - $80,000.00/yr

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first.

If you’re looking for the tools, resources, and freedom to build a great future, please contact us today!

The Service Advisor is responsible for three areas of focus which include
1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals;
2) processing new business applications for this base of clients and for up to 4 financial advisers and;
3) acting as a client coordinator for your personal client base and the financial advisers assigned to you.

• 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

This position requires that you possess the following skills:

• Analytical
• Self-Motivated
• Self-Directed
• Strong Interpersonal Communication Skills
• Highly Organizational
• Advanced Computer Skills

Responsibilities

Private Wealth Manager:

• Licenses – Maintain in good standing all required licenses to act as a PWM at E.A. Buck.
• Rules – Abide by all required rules/regs of the contracted carrier, RIA, and B/D and regulators.
• E&O – Maintain active E&O insurance.
• Fiduciary – Act as a fiduciary for all fee-based clients.
• Attendance – Attend and participate in all scheduled meetings as requested by management, maintain appointment availability as agreed upon for your office/region. Attend Workshops in your market.
• EPIC Planning – Learn and stay abreast of best practices pertaining to EPIC Planning.
• EPIC Products – Learn and stay abreast of all products and investments that are core to the EPIC process.
• Communication – Aim to return all client emails and calls and internal communication within 2 hours or by EOD.
• Tools – Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software as needed to provide an Epic client planning experience.
• Tax – Learn to use the EAB tax projection effectively and efficiently for Discovery and review meetings.
• Client Meetings – Thoroughly prepare for all client meetings in advance and provide and EPIC planning experience.
• Documentation – Document all client communication in SF which includes detailed meeting notes, phone calls, and emails within the same day of the communication.
• Goals – Set annual, quarterly, and monthly sales goals and maintain focus on reaching your goals.
• Service – WOW the clients, they should feel fortunate to have you and EAB as their planner and planning firm.
• Education – Read/listen to at least 4 financial, educational, motivational books annually. Attend co-adviser client meetings regularly.

New Business Processor:

• Check and collect incoming requests from the in-tray and the new business tray.
• Review Life, Annuity & Security new business applications and servicing requests which include supporting documentation for completeness.
• Enter and update new business information into the internal tracking system.
• Application preparation and new business processing for your assigned advisors.
• Scan & upload documents into client files in Citrix.
• Assist Advisors with application preparation and new business processing.
• Submit documents in their entirety to the Broker/Dealer for review…