Retirement Planner/Financial Advisor at Golden Reserve LLC

Independence, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Feb, 26

Salary

200000.0

Posted On

18 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Management, Sales, Customer Service, Problem Solving, Accountability, Ownership, Communication, Team Collaboration, Retirement Planning, Insurance Licensing, FINRA Series 65, Grit, Innovative Thinking, Training, Lead Conversion

Industry

Financial Services

Description

Description Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don’t inherit a book of business, or your parents weren’t a member of the right country club. We know about the empty promises you’ve probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw), Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary: Retirement Planner (2–4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects – you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits – Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion: we deliver the leads – we expect you to win and convert them into clients · Service: provide excellent customer service to your existing clients · Commitment: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY – this is NOT a typical financial services position – so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don’t take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (https://www.youtube.com/@expeditionretirement) and our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor (www.fireyourfinancialadvisor.com). You can also learn more at www.goldenreserve.com. Requirements Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT – we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter

Responsibilities

The Retirement Planner is responsible for converting leads into clients and providing excellent customer service to existing clients. They will work closely with internal attorneys and CPAs to deliver comprehensive financial services.