Financial Services Specialist

2 weeks ago


Canton, United States Golden Reserve LLC Full time
About the Role

Golden Reserve LLC is seeking an experienced Financial Services Specialist to join our team. As a Financial Services Specialist, you will play a critical role in managing our client sales process, delivering exceptional client support, and facilitating insurance application execution.

Key Responsibilities
  • Manage the entire back-end client sales process, including building client roadmaps and financial plans.
  • Deliver world-class first-line ongoing client support and service.
  • Facilitate start-to-finish insurance application execution.
Our Team

Our Client Services Team is the engine that drives Golden Reserve LLC forward. We are a dynamic and innovative company that is redefining financial planning. Our unique approach includes monthly seminars and weekly TV and Radio Shows across the country.

What We Ask
  • Client Service Excellence: We expect our team members to understand the importance of client trust and to take responsibility for delivering exceptional service.
  • Be The Engine: We need team members who can support our sales team and help us drive growth.
  • Commitment: We expect our team members to be committed to our process and systems and to be willing to learn and adapt.
Requirements
  • Two (2) years+ of financial services experience.
  • Life Insurance Annuity Application Excellence completion, monitoring & management.
  • GRIT: We are looking for team members who embody a blue-collar mindset and who are accountable, own their work, and are problem-solvers.
What We Offer
  • CSS Captains will have a dedicated supporting team of three (3) CSS Team Members to help manage workload, new business support, and policy and training needs.
  • Competitive Salary - $60,000 - $80,000.
  • Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
  • WORK SCHEDULE - 8:30 am - 5:30 pm with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime.


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