Retirement Planner/Financial Advisor
About The Position
Golden Reserve is seeking an experienced financial sales professional for a role focused on conducting client meetings and maintaining high standards of service. The company provides pre-qualified leads, eliminating the need for advisors to build their own client base. Golden Reserve is a full-service RIA and insurance firm dedicated to improving the financial industry for both retirees and financial professionals. They offer world-class marketing for lead generation, flat-fee client pricing, and partnerships with legal and CPA firms to provide comprehensive retirement planning services, including legal and tax advice at no extra cost to clients. Their lead generation strategies include a nationwide radio and television show, educational workshops, digital marketing, and excellent client service. The company has rapidly expanded to over 40 offices across nine states.
Requirements
- Three (3)+ years of new-client financial services sales experience (not servicing)
- Active State Life & Health Insurance Licenses
- Series 65 or equivalent
- GRIT – embracing accountability, ownership, problem-solving, and toughness
Responsibilities
- Conducting client meetings
- Upholding Golden Reserve's processes and standards
- Building retirement plans
- Helping retirees
Benefits
- Salary: $150,000–$200,000 base salary, depending on experience
- Guaranteed $25,000 salary increase beginning in your second year
- Additional uncapped production and bonus compensation
- Pre-qualified leads provided
- Generous PTO policy
- Health, Dental, and Life Insurance
- 401(k) plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
