Financial Paraplanner & Client Services Team Manager

Golden Reserve LLC•Dublin, OH

just now•Onsite

About The Position

Golden Reserve is seeking an experienced paraplanner and client services team manager to lead their national paraplanner team, currently consisting of 17 members and growing. This is a player-coach role, initially split 50% paraplanner duties and 50% leadership management, with management responsibilities increasing as the team expands. The expectation is to become a top paraplanner performer within the first 12 months, gradually taking on more leadership responsibilities. Golden Reserve is a full-service RIA and insurance firm that has rapidly grown to over 40 offices across 9 states, aiming to transform the financial industry for retirees and its financial professionals. The company's lead generation is driven by its nationwide radio and television show, seminar workshops, digital presence, 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
Must be local to Columbus, Ohio

Responsibilities

building out financial plans
managing open annuity application processing until issuance
prepping all custodian and insurance paperwork
running policy delivery meetings
annual review preparation
being 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 your team and this position grows