Service Advisor - Kahului

Service Advisor – Kahului, HI

Advisor Talent Solutions

We are looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks and help ensure the office runs efficiently. Our formula for success is to put our customers first.

Base pay: $70,000 – $80,000 per year

Monthly commission (uncapped)

• Maintain all required licenses in good standing.
• Abide by all required rules and regulations.
• Maintain active E&O insurance.
• Act as a fiduciary for all fee‑based clients.
• Attend and participate in all scheduled meetings and workshops.
• Learn and stay abreast of EPIC Planning best practices.
• Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software.
• Respond to client emails and calls within two hours or by end of day.
• Prepare and document all client communications in Salesforce.
• Set annual, quarterly, and monthly sales goals and maintain focus on achieving them.
• Ongoing education: read/listen to at least four financial books annually.

• Check incoming requests from the in‑tray and new business tray.
• Review Life, Annuity & Security new business applications and supporting documentation.
• Update new business information in the internal tracking system.
• Prepare applications for advisors and submit to the Broker/Dealer.
• Scan and upload documents into Citrix.
• Ensure all Broker/Dealer and vendor requirements are satisfied.
• Confirm source of funds receipts.
• Process urgent client servicing items such as withdrawals and rebalancing.
• Track new business daily in Salesforce.
• Process all new business applications with a check within 24 hours.

• Participate in daily check‑in, HIVE, and WIG meetings.
• Respond to client calls and emails within two hours.
• Update client and business information in the CRM.
• Prepare meeting recaps for advisors two weeks prior to appointments.
• Call unbooked clients and members to schedule next appointment (targets: 80% clients, 75% members, 70% DISCOs).
• Assist advisors with account servicing forms.
• Record notes from every Representative and client conversation in Salesforce.
• Back up other administrative staff during lunch hour, vacation, and sick days.

• Bachelor’s degree preferred.
• Previous client interaction in an office environment.
• 5+ years of financial industry experience preferred.
• CFP preferred.
• Life & Health paired with Series 65 or Series 7 & 66 combination.

• Analytical.
• Self‑motivated.
• Self‑directed.
• Strong interpersonal communication skills.
• Highly organized.
• Advanced computer skills.

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

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

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

Presented by Advisor Employee Services

We are not a staffing firm. If you feel you have the required skills, please apply today.