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Retirement Solutions Planner

2 months ago

Fort Thomas, Kentucky, United States Golden Reserve LLC Full time

About Golden Reserve:

Golden Reserve is on the lookout for a skilled financial services consultant to join our dynamic team. Our mission is to transform the financial landscape for retirees and the professionals we employ. We understand the complexities of the financial sector and the hurdles faced by those starting their careers.

Your Role:

As a Retirement Financial Strategist, you will receive leads generated from various channels, including seminars and media appearances. Your primary responsibility will be to convert these leads into satisfied clients, guiding them through their retirement journey.

Key Responsibilities:

  • Lead Conversion: Utilize the leads provided from our marketing efforts to assist clients in navigating their retirement plans.
  • Client Service: Deliver exceptional service to our existing clientele, ensuring their needs are met with professionalism and care.
  • Commitment to Excellence: Embrace our innovative approach to financial services and demonstrate dedication to our mission.

If you are passionate about reshaping the financial services industry and are seeking a rewarding career, we encourage you to explore this opportunity further.

Qualifications:

  • Minimum of two years of experience in client-facing financial services.
  • Possession of State Life and Health Insurance Licenses.
  • FINRA Series 65 registration or equivalent credentials.
  • A strong work ethic and a commitment to accountability and problem-solving.

What We Offer:

  • A steady base salary starting at $100,000 to $125,000, along with uncapped production and bonus incentives.
  • A comprehensive benefits package, including health and dental insurance, 401(k), and life insurance.
  • A generous time-off policy to promote work-life balance.

Join us at Golden Reserve, where we are dedicated to changing the financial services industry for the betterment of retirees and the professionals who serve them.