Magellan Financial & Insurance Services, Inc.
Service Advisor
Magellan Financial & Insurance Services, Inc., Southlake, Texas, United States, 76092
Sales Service Advisor — Keep Great Clients. Keep Them Confident.
You already know the best part of this business:
the relationship.
At
RetireSimply™ , our mission is to make retirement planning simple and stress-free for families across DFW. We’re a Southlake-based firm with a clear planning framework (“SIMPLY”) and a team built around education, strategy, and long-term trust.
We’re hiring a
Sales Service Advisor
— someone who can confidently step into an existing book, deliver proactive planning, and strengthen client loyalty (without living on the hamster wheel of nonstop new sales).
Compensation:
$80,000 Base + Performance Incentives
What you’ll do
Manage and deepen an existing book of business
with a high-touch, proactive service cadence
Run client review meetings
and help households stay aligned with their retirement strategy year after year (“Yearly Visit” is part of our process)
Refine plans as life changes : income needs, tax strategy, risk posture, beneficiary/legacy considerations, healthcare/Medicare questions, etc.
Identify planning gaps and opportunities
and coordinate next steps with the advisory team
Partner with ops/client service
to ensure smooth execution, fast follow-up, and an exceptional client experience
Protect retention
by being the advisor clients trust, call first, and refer to friends
Why you’ll love this role
Client-first, relationship-driven:
you’ll focus on service, strategy, and follow-through — not cold calls.
A real planning framework:
“SIMPLY” helps guide yearly reviews and keeps conversations organized around what retirees care about most (income, taxes, legacy, Medicare planning, protection).
Visibility + credibility:
RetireSimply has a strong presence in the DFW market, with media and education components that support trust-building.
Leadership runway:
this role has room to grow into a lead seat as the team scales.
Who we’re looking for
Licensed + experienced:
you have financial licensing and real experience servicing and advising clients
Client-relationship strength:
you’re calm, confident, and people feel taken care of after talking to you
Planning mindset:
you like the details, the strategy, the follow-through — and you keep promises
Team player with leadership aspirations:
you want to grow into more ownership over time
Seniority level Associate
Employment type Full-time
Job function Finance, Research, and Strategy/Planning
Industries Investment Management, Investment Advice, and Financial Services
RetireSimply™ is an equal-opportunity employer.
#J-18808-Ljbffr
You already know the best part of this business:
the relationship.
At
RetireSimply™ , our mission is to make retirement planning simple and stress-free for families across DFW. We’re a Southlake-based firm with a clear planning framework (“SIMPLY”) and a team built around education, strategy, and long-term trust.
We’re hiring a
Sales Service Advisor
— someone who can confidently step into an existing book, deliver proactive planning, and strengthen client loyalty (without living on the hamster wheel of nonstop new sales).
Compensation:
$80,000 Base + Performance Incentives
What you’ll do
Manage and deepen an existing book of business
with a high-touch, proactive service cadence
Run client review meetings
and help households stay aligned with their retirement strategy year after year (“Yearly Visit” is part of our process)
Refine plans as life changes : income needs, tax strategy, risk posture, beneficiary/legacy considerations, healthcare/Medicare questions, etc.
Identify planning gaps and opportunities
and coordinate next steps with the advisory team
Partner with ops/client service
to ensure smooth execution, fast follow-up, and an exceptional client experience
Protect retention
by being the advisor clients trust, call first, and refer to friends
Why you’ll love this role
Client-first, relationship-driven:
you’ll focus on service, strategy, and follow-through — not cold calls.
A real planning framework:
“SIMPLY” helps guide yearly reviews and keeps conversations organized around what retirees care about most (income, taxes, legacy, Medicare planning, protection).
Visibility + credibility:
RetireSimply has a strong presence in the DFW market, with media and education components that support trust-building.
Leadership runway:
this role has room to grow into a lead seat as the team scales.
Who we’re looking for
Licensed + experienced:
you have financial licensing and real experience servicing and advising clients
Client-relationship strength:
you’re calm, confident, and people feel taken care of after talking to you
Planning mindset:
you like the details, the strategy, the follow-through — and you keep promises
Team player with leadership aspirations:
you want to grow into more ownership over time
Seniority level Associate
Employment type Full-time
Job function Finance, Research, and Strategy/Planning
Industries Investment Management, Investment Advice, and Financial Services
RetireSimply™ is an equal-opportunity employer.
#J-18808-Ljbffr