Service Advisor

Advisor Employee Services

Posted on : 31-07-2025

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1 Vacancy

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Job Location

Cranberry Township, PA - USA

Yearly Salary

$ 70 - 80

Vacancy

1 Vacancy

Posted on : 31-07-2025

Job Description

Service Advisor

Are you looking to expand your career and be a part of a successful team Are you driven self-motivated and customer focused If you enjoy working closely with clients developing long-term relationships constantly challenging yourself and providing superior customer service and expertise then we would like to talk to you! 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 8:30am-4:30pm

Presented by Advisor Employee Services Thank you for your interest in the Associate Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!

Required Experience:

Unclear Seniority

Employment Type

Advisor

Company Industry

Key Skills

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About Company

Advisor Employee Services

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Service Advisor

Advisor Employee Services

Job Description

Employment Type

Company Industry

Key Skills

About Company

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