What are the responsibilities and job description for the Service and Sales Professional position at Magellan Financial & Insurance Services, Inc.?
Leading the Way in Client-Centric Financial Services
Citizen Advisory Group is dedicated to delivering exceptional client experiences through personalized financial solutions. As a Sales Service Advisor, you will play a key role in developing and maintaining strong client relationships, refining financial plans, and driving business growth.
This role requires a seasoned financial professional who can effectively communicate with clients, understand their needs, and deliver tailored financial solutions.
Main Responsibilities:
- Develop and maintain strong relationships with existing clients.
- Continuously evaluate and improve financial plans to meet client goals.
- 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.
