Advisor Talent Solutions
Service Advisor - Cranberry Township, PA
Advisor Talent Solutions, Cranberry Township, Pennsylvania, United States
Service Advisor - Cranberry Township, PA
Join to apply for the Service Advisor role at Advisor Talent Solutions.
Capital A Wealth Management in Cranberry Township, PA is seeking to add a Service Advisor to our Team! This Service Advisor will have the opportunity to meet one‑on‑one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.
Key Traits:
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability
Minimum Requirements:
College degree preferred
1+ years of financial service experience required
Series 65 and Life and Health required
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite
Experience with CRM preferred, SalesForce and eMoney
Position Responsibilities:
Prepare, present, and implement customized financial plans.
Assist clients with annuities, life, long‑term care, and managed money.
Provide financial planning advice to include investment, insurance, and retirement.
Develop, manage, and retain strong client relationships.
Assist main Advisor with meeting individual and team goals.
Salary:
$70k–$80k/year based on experience, plus commission.
Benefits:
Health Insurance
Life Insurance
Dental Insurance
Short and Long Term Disability
401k
Hours:
In office: Monday‑Friday, 8:30 am–4:30 pm
Salary range is provided by Advisor Talent Solutions. Your actual pay will be based on your skills and experience—talk with your recruiter to learn more.
Advisor Talent Solutions provided pay range: $70,000.00/yr – $80,000.00/yr.
Posted 3 weeks ago.
Refer a colleague and increase your chances of interviewing with Advisor Talent Solutions.
We appreciate your interest in the Associate Advisor role. For more details, visit
https://aesplacement.com/ .
Seniority level:
Entry level
Employment type:
Full‑time
Job function:
Other
#J-18808-Ljbffr
Capital A Wealth Management in Cranberry Township, PA is seeking to add a Service Advisor to our Team! This Service Advisor will have the opportunity to meet one‑on‑one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.
Key Traits:
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability
Minimum Requirements:
College degree preferred
1+ years of financial service experience required
Series 65 and Life and Health required
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite
Experience with CRM preferred, SalesForce and eMoney
Position Responsibilities:
Prepare, present, and implement customized financial plans.
Assist clients with annuities, life, long‑term care, and managed money.
Provide financial planning advice to include investment, insurance, and retirement.
Develop, manage, and retain strong client relationships.
Assist main Advisor with meeting individual and team goals.
Salary:
$70k–$80k/year based on experience, plus commission.
Benefits:
Health Insurance
Life Insurance
Dental Insurance
Short and Long Term Disability
401k
Hours:
In office: Monday‑Friday, 8:30 am–4:30 pm
Salary range is provided by Advisor Talent Solutions. Your actual pay will be based on your skills and experience—talk with your recruiter to learn more.
Advisor Talent Solutions provided pay range: $70,000.00/yr – $80,000.00/yr.
Posted 3 weeks ago.
Refer a colleague and increase your chances of interviewing with Advisor Talent Solutions.
We appreciate your interest in the Associate Advisor role. For more details, visit
https://aesplacement.com/ .
Seniority level:
Entry level
Employment type:
Full‑time
Job function:
Other
#J-18808-Ljbffr