Retirement Solutions Specialist

3 weeks ago


Fort Thomas, Kentucky, United States Golden Reserve LLC Full time

Company Overview:

Golden Reserve LLC is on a mission to revolutionize the financial services industry, particularly for retirees. We are dedicated to creating a supportive environment for our Retirement Planners, ensuring they have the tools and resources necessary to succeed.

Position Summary:

We are seeking a knowledgeable and driven Retirement Planner to join our expanding team. This role is designed for individuals who are passionate about guiding clients through their retirement journey, leveraging our unique business model that integrates legal, tax, and financial services.

Key Responsibilities:

  • Lead Conversion: Utilize leads generated from various marketing channels, including seminars and media appearances, to assist clients in navigating their retirement options.
  • Client Service: Deliver exceptional service to our existing clientele, ensuring their needs are met with professionalism and care.
  • Commitment to Excellence: Embrace our innovative approach to financial services and demonstrate a commitment to earning client trust.

What We Offer:

  • Access to a steady stream of qualified prospects, eliminating the need to build your own client base.
  • A competitive base salary ranging from $100,000 to $125,000, complemented by uncapped production and bonus opportunities.
  • A comprehensive benefits package, including health and dental insurance, 401(k), and generous time off.

Qualifications:

  • A minimum of two years of experience in client-facing financial services.
  • Possession of State Life and Health Insurance Licenses.
  • FINRA Series 65 registration or equivalent licensing.
  • A strong work ethic characterized by accountability, ownership, and problem-solving abilities.

If you are ready to make a meaningful impact in the financial services sector and help clients achieve their retirement goals, we encourage you to explore this opportunity with us.



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