What are the responsibilities and job description for the Financial Planning Specialist position at Magellan Financial & Insurance Services, Inc.?
Delivering Personalized Financial Solutions
Citizen Advisory Group is committed to helping individuals achieve their financial goals. As a Sales Service Advisor, you will play a critical role in delivering exceptional client experiences and driving business growth.
In this role, you will have the opportunity to develop and refine financial plans, manage client relationships, and collaborate with the team to enhance client satisfaction and retention.
Responsibilities:
- Develop and maintain strong relationships with existing clients.
- Continuously evaluate and improve financial plans to meet client needs.
- Collaborate with the team to identify opportunities for business growth and expansion.
Qualifications:
- Proven experience in financial planning and servicing.
- Excellent communication and interpersonal skills.
- Ability to adapt to changing client needs and market conditions.
Benefits:
- A competitive compensation package, including bonuses and incentives.
- Opportunities for career advancement and professional growth.
- A dynamic and supportive work environment.
