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Financial Services Specialist

2 months ago

Dublin, Ohio, United States Golden Reserve LLC Full time
About Golden Reserve LLC

Golden Reserve LLC is a leading financial services company that is redefining the way people approach financial planning. We are a dynamic and innovative organization that is committed to providing exceptional client service and support.

Job Summary

We are seeking an experienced Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for managing our client sales process, delivering world-class client support and service, and facilitating insurance application execution.

Key Responsibilities
  • Manage client sales process, including building client roadmaps and delivering ongoing client support and service.
  • Facilitate start-to-finish insurance application execution.
  • Work closely with our sales team to ensure seamless client service and support.
  • Develop and maintain strong relationships with clients to ensure their financial planning needs are met.
Requirements
  • Two (2) years+ of financial services experience.
  • Life Insurance Annuity Application Excellence – completion, monitoring & management.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer
  • Competitive salary - $60,000 - $80,000.
  • Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
  • Opportunity to work with a dynamic and innovative team.
  • Professional development and growth opportunities.