Advisor Specialist

Job description

Advance Your Career at Planstin Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we’re looking for talented individuals eager to progress in their careers. About the role: The Advisor Specialist is a key driver of advisor growth and engagement. This role goes beyond support—acting as a strategic partner to advisors by helping them confidently sell, position, and grow their business with us. The Advisor Specialist combines relationship management, sales enablement, and operational expertise to increase advisor production, improve close rates, and deepen overall partnership. This position is based in St. George, Utah (in-person or hybrid), Dallas, Texas (fully remote), and Boca Raton, Florida (fully remote). What you'll do: - Serve as a dedicated partner to advisors, helping them identify opportunities and drive new business - Actively support the sales process by guiding advisors on positioning, plan strategy, and overcoming objections - Use data and reporting to track advis...