Senior Retirement Financial Planner

2 days ago


MI United States Golden Reserve LLC Full time
About Golden Reserve LLC

Golden Reserve LLC is a pioneering financial services company that's revolutionizing the way retirees plan for their financial futures. We're on a mission to provide a unique and innovative approach to financial planning, one that combines legal, tax, and financial expertise under one roof.

Job Title: Senior Retirement Financial Planner

We're seeking an experienced Senior Retirement Financial Planner to join our team. As a key member of our team, you'll be responsible for delivering exceptional customer service to our existing clients, converting leads into clients, and providing expert financial planning advice to help them achieve their retirement goals.

Key Responsibilities:
  • Conversion: Deliver leads generated from seminars, radio, internet, and TV shows to our Senior Retirement Planners and expect them to win these cases.
  • Service: Provide excellent customer service to our existing clients.
  • Commitment: Demonstrate a commitment to our new approach to financial services and earn the trust of our team.
Requirements:
  • Five (5) years+ of client-facing financial services experience closing new business.
  • State Life and Health Insurance Licenses.
  • FINRA Series 65 registration, or equivalent licensing.
  • GRIT: We value a blue-collar mindset with accountability, ownership, problem-solving, and toughness.
What We Offer:
  • Competitive Base Salary (starting at $150,000), plus uncapped Production & Bonus incentives.
  • Generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance.

If you're a motivated and experienced financial professional looking for a challenging and rewarding career, we encourage you to apply. Please submit your resume and cover letter to learn more about this exciting opportunity.



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