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 estate planning and CPA firms to provide integrated legal and tax services at no extra cost. 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 at the highest level
- 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
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
Senior
Education Level
No Education Listed
