Financial Paraplanner & Client Services Team Manager

Golden Reserve•Independence, OH

1d•Onsite

About The Position

Golden Reserve is seeking an experienced paraplanner and client services team manager to lead its growing paraplanner team across the country (currently 17 paraplanners and growing). This is a player-coach role, initially split 50% paraplanner duties and 50% leadership management, with leadership responsibilities increasing as the team expands. The expectation is to establish oneself as a top paraplanner performer within the first 12 months, gradually taking on more management and leadership responsibilities. Golden Reserve is a full-service RIA and insurance firm dedicated to changing the financial industry for retirees and its team of financial professionals. The company has rapidly grown to over 40 offices covering 9 states. The paraplanner manager team is responsible for building financial plans, managing open annuity application processing until issuance, preparing all custodian and insurance paperwork, running policy delivery meetings, annual review preparation, and serving as the primary contact for all client requests and communication. A positive attitude and organized approach are crucial for success in this position. Golden Reserve's lead generation is driven by its nationwide radio and television show, seminar workshops, digital marketing, and world-class client services.

Requirements

Three (3)+ Years of management experience (having direct reports)
Five (5)+ Years of professional service paraplanner experience
Ohio Life and Health Insurance license
Communication Excellence – managing and inspiring a team, and supporting our clients requires a world class communicator, both internally and externally
Management – you will be asked to lead a multi-location team to drive process while maintaining and managing a growth culture with constant change
Problem Solving – you will be asked to think and solve problems real time as your team and this position grows
GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness

Responsibilities

Lead the paraplanner team across the country
Perform paraplanner duties (initially 50% of the role)
Manage and lead the team (initially 50% of the role, increasing over time)
Establish oneself as a top paraplanner performer over the first 12 months
Build out financial plans
Manage open annuity application processing until issuance
Prep all custodian and insurance paperwork
Run policy delivery meetings
Prepare for annual reviews
Act as the first line for communication for all client requests and communication
Lead a multi-location team to drive process while maintaining and managing a growth culture with constant change
Think and solve problems real time as the team and position grows