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Client Relationship Coordinator
2 months ago
About Golden Reserve:
Golden Reserve is seeking a skilled Client Services Specialist (CSS) to join our dynamic team. This role combines the responsibilities of a Paraplanner and Client Services Coordinator, offering a unique opportunity to make a significant impact in the financial services sector.
Key Responsibilities:
As a CSS, you will be tasked with:
- Overseeing the complete client sales process, which includes developing personalized client Roadmaps (our version of a financial plan).
- Providing exceptional first-line ongoing client support and service.
- Managing the end-to-end execution of insurance applications.
Our CSS Team:
Recognized as the driving force behind Golden Reserve, our CSS team plays a crucial role in propelling the company forward.
Our Approach:
Golden Reserve is transforming the landscape of financial services through innovative strategies, including monthly seminars and weekly media appearances.
What We Expect:
Client Service Excellence:
We understand the immense responsibility of managing our clients' life savings and take this duty seriously.
Be The Engine:
Support our Sales team to assist more families, serving as a reliable and consistent leader in every office.
Commitment:
We seek individuals who are dedicated to our processes and systems, embodying the GR-Way.
What We Offer:
- A dedicated support team of three (3) CSS members to assist with workload, new business support, and training needs.
- A competitive salary range of $60,000 - $80,000.
- Comprehensive benefits package including generous time off, health, vision, dental insurance, 401(k), and life insurance.
If you are passionate about redefining the world of finance and are looking for a challenging and fulfilling career, we encourage you to consider this opportunity.
Requirements:
Minimum of two (2) years of experience in financial services.
Proficiency in Life Insurance Annuity Application management, including completion and monitoring.
GRIT: We have built our company on a foundation of accountability, ownership, problem-solving, and resilience.
