Client Service Specialist/Financial Paraplanner
About The Position
Golden Reserve is seeking an experienced Client Services Specialist (CSS), a role that combines the functions of a Paraplanner and Client Services Coordinator. This is not an administrative position. The CSS will manage the back-end client sales process, including creating client Roadmaps (financial plans), providing top-tier ongoing client support and service, and executing insurance applications from start to finish. The CSS Team is considered the driving force of Golden Reserve, supporting monthly seminars and weekly TV & Radio Shows across Ohio. Golden Reserve is a fast-growing company in Ohio, with nearly 20 offices and recognized as an innovative financial service company.
Requirements
- Two (2) years+ of financial services experience.
- Life Insurance Annuity Application Excellence – completion, monitoring & management.
- GRIT – a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter.
Nice To Haves
- Client Service Excellence: Understanding the responsibility of managing clients' life savings.
- Commitment to the GR-Way process and systems for managing client services and support.
Responsibilities
- Managing the entire back-end client sales process, including building client Roadmaps (financial plans).
- Delivering world-class first line ongoing client support and service.
- Facilitating start-to-finish insurance application execution.
- Supporting monthly seminars and weekly TV & Radio Shows.
- Ensuring the Sales team is supported to help more families.
- Being a steady and consistent voice and leader in every office to ensure forward momentum.
Benefits
- Generous time off policy
- Health Insurance
- Vision Insurance
- Dental Insurance
- 401(k)
- Life Insurance
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
