Financial Paraplanner/Client Services Specialist

5 days ago


Westlake, Ohio, United States Golden Reserve LLC Full time

At Golden Reserve LLC, we are seeking an experienced Client Services Specialist to join our team. This role is a unique blend of a Paraplanner and Client Services Coordinator, responsible for managing our entire back-end client sales process, delivering world-class first-line ongoing client support and service, and facilitating start-to-finish insurance application execution.

Our Client Services Team is the engine that drives Golden Reserve forward. We are a fast-growing company with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.

We are looking for someone with two years+ of financial services experience, with a strong background in Life Insurance Annuity Application Excellence. If you have GRIT and are committed to our process and systems, we want to hear from you.

As a Client Services Specialist, you will have a dedicated supporting team to help you manage your workload, new business support, and policy and training needs. We offer a competitive salary of $65,000 - $85,000, as well as a range of benefits including time off policy, health insurance, vision insurance, dental insurance, 401(k), and life insurance.

If you are looking for a challenging and rewarding career in financial services, please fill out our application and send over your resume. We look forward to hearing from you.



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