Financial Services Coordinator
2 weeks ago
Golden Reserve LLC is a dynamic and innovative financial services company that is redefining the industry. We are seeking an experienced Client Services Specialist (CSS) to join our team and help drive our company forward.
Job SummaryThe CSS will be responsible for managing our entire back-end client sales process, including building client roadmaps and delivering world-class first-line ongoing client support and service. This is a unique opportunity to work in a fast-paced and rewarding environment where you will have the chance to make a real impact.
Key Responsibilities- Manage client sales process, including building client roadmaps
- Deliver exceptional client support and service
- Facilitate insurance application execution
- Two (2) years+ of financial services experience
- Life Insurance Annuity Application Excellence - completion, monitoring & management
- GRIT - a blue-collar mindset with accountability, ownership, problem-solving, and toughness
- CSS Captains - dedicated supporting CSS Team Members
- Competitive Salary - $65,000 - $85,000
- Benefits - generous time off policy, health insurance, vision insurance, dental insurance, 401(k), and life insurance
Work hours are 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 are looking for a highly motivated and experienced individual who is passionate about delivering exceptional client service and support. If you are looking for a challenging and rewarding career, please submit your application and resume for consideration.
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