Financial Retirement Consultant

2 weeks ago


Novi, Michigan, United States Golden Reserve LLC Full time

About Golden Reserve:

Golden Reserve is on the lookout for a seasoned financial services consultant to join our expanding team. We are dedicated to transforming the financial landscape for retirees and for the professionals we bring on board.

Your Role:

As a Retirement Planner, you will be instrumental in guiding clients through their retirement journey. Our innovative approach combines legal, tax, and financial services into a comprehensive package, allowing you to focus on what you do best—helping clients achieve their retirement goals.

Key Responsibilities:

  • Lead Conversion: You will receive qualified leads generated from various channels, including seminars and media appearances. Your expertise will be crucial in converting these leads into satisfied clients.
  • Client Service: Providing exceptional service to our existing clientele is paramount. You will be expected to maintain strong relationships and ensure client satisfaction.
  • Commitment to Excellence: We seek individuals who are dedicated to our mission and are eager to embrace a new paradigm in financial services.

What We Offer:

  • A steady stream of prospects—no need to build your own client base.
  • A competitive base salary ranging from $100,000 to $125,000, along with uncapped production and bonus opportunities.
  • A comprehensive benefits package including generous time off, health and dental insurance, a 401(k) plan, and life insurance.

Qualifications:

  • A minimum of two years of client-facing experience in financial services.
  • State Life and Health Insurance Licenses.
  • FINRA Series 65 registration or equivalent licensing.
  • A strong work ethic characterized by accountability, ownership, and resilience.

If you are ready to make a meaningful impact in the financial services industry and help clients navigate their retirement, we encourage you to explore this opportunity further.



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