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Senior Retirement Consultant
2 months ago
About Golden Reserve:
Golden Reserve is seeking a skilled financial services professional to join our team. We understand the complexities of the financial sector and the hurdles faced by those starting their careers. Our mission is to transform the financial landscape not only for retirees but also for the Retirement Planners we onboard.
Your Role:
As a Retirement Planner, you will receive qualified leads generated from various channels, including seminars and media appearances. Our approach integrates legal, tax, and financial services into a comprehensive flat-fee package, eliminating the traditional asset under management (AUM) model.
Key Responsibilities:
- Lead Conversion: Utilize the leads provided to assist clients in navigating their retirement journey.
- Client Service: Deliver exceptional service to our existing clientele, ensuring their needs are met with professionalism.
- Commitment to Excellence: Embrace our innovative approach to financial services and demonstrate dedication to our mission.
If you are passionate about reshaping the financial industry and are looking for a fulfilling career, we encourage you to explore this opportunity further.
Qualifications:
- Minimum of two years of client-facing experience in financial services.
- Possession of State Life and Health Insurance Licenses.
- FINRA Series 65 registration or equivalent credentials.
- A strong work ethic characterized by accountability, ownership, and resilience.
What We Offer:
- A steady base salary starting between $100,000 and $125,000, complemented by uncapped production and bonus opportunities.
- A generous time-off policy along with comprehensive health benefits, including dental and life insurance.
- A 401(k) plan to support your financial future.
Join us in our mission to redefine financial services for retirees and make a meaningful impact in their lives.
