What are the responsibilities and job description for the Advisory Team Lead position at Magellan Financial & Insurance Services, Inc.?
Sales Service Advisor – Enhancing Client Relationships
Magellan Financial & Insurance Services, Inc. is seeking a seasoned financial professional to join our team as a Sales Service Advisor. This role offers the perfect opportunity for someone who wants to focus on client relationships, optimize financial plans, and provide exceptional service.
You will be responsible for managing and refining existing client relationships, collaborating with the team to develop and implement strategies for client growth and retention, and continuously evaluating and improving financial plans to meet client needs.
Main Responsibilities:
- Develop and maintain strong relationships with existing clients.
- Evaluate and refine financial plans to meet client goals.
- Collaborate with the team to identify opportunities for business growth and expansion.
Requirements:
- Proven experience in financial planning and servicing.
- Excellent communication and interpersonal skills.
- Ability to adapt to changing client needs and market conditions.
What We Offer:
- A comprehensive compensation package, including bonuses and incentives.
- The opportunity to work with a talented team of professionals.
- A collaborative work environment that fosters growth and development.
