Client-Focused Retirement Advisor

2 weeks ago


Novi, Michigan, United States Golden Reserve LLC Full time

About Golden Reserve:

Golden Reserve is on the lookout for a seasoned financial services consultant to join our expanding team. Our mission is to transform the financial landscape for retirees while also supporting our Retirement Planners in their professional journey.

Your Role:

As a Retirement Planner, you will receive qualified leads generated from various sources, including seminars and media appearances. Your primary responsibility will be to convert these leads into satisfied clients, guiding them through their retirement planning process.

Key Responsibilities:

  • Lead Conversion: Utilize the leads provided to effectively 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 strong commitment to our mission.

What We Offer:

  • Access to a steady stream of prospects—no need to build your own client base.
  • A competitive base salary starting at $100,000 to $125,000, with uncapped production and bonus opportunities.
  • A comprehensive benefits package including generous time off, health and dental insurance, 401(k), and life insurance.

Qualifications:

  • A minimum of two years of client-facing experience in financial services.
  • 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 significant impact in the financial services industry and help clients achieve their retirement goals, we encourage you to explore this opportunity further.



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