Retirement Planner

2 days ago

Covington, United States Golden Reserve LLC Full time
Join Our Team as a Retirement Planner

Golden Reserve LLC is seeking an experienced financial services professional to join our team as a Retirement Planner. As a key member of our team, you will be responsible for working with clients to help them achieve their retirement goals.

We are looking for a highly motivated and results-driven individual who has a passion for financial services and a desire to make a difference in the lives of our clients. If you are a team player with excellent communication and interpersonal skills, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Work with clients to understand their retirement goals and develop personalized plans to help them achieve those goals.
  • Provide exceptional customer service to our clients, responding to their inquiries and addressing their concerns in a timely and professional manner.
  • Collaborate with our team to develop and implement new business strategies and initiatives.

Requirements:

  • Two (2) years+ of client-facing financial services experience.
  • State Life and Health Insurance Licenses.
  • FINRA Series 65 registration, or equivalent licensing.

What We Offer:

  • Competitive base salary (starting at $100,000-$125,000), plus uncapped production and bonus incentives.
  • Generous time off policy, health insurance, dental insurance, 401(k), and life insurance.

We are committed to providing our employees with the tools and resources they need to succeed in their roles. If you are a motivated and results-driven individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.

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