Financial Services Specialist

4 weeks ago


Detroit, Michigan, United States Golden Reserve LLC Full time
Join Our Team as a Client Services Specialist

At Golden Reserve LLC, we're seeking a highly skilled Client Services Specialist to join our team. As a key member of our Client Services Team, you'll play a vital role in delivering exceptional client support and service.

Key Responsibilities:
  • Manage our client sales process, including building client roadmaps and facilitating insurance application execution.
  • Provide world-class first-line ongoing client support and service.
  • Collaborate with our CSS Team to drive business growth and success.
What We Offer:
  • A competitive salary range of $65,000 - $85,000.
  • A comprehensive benefits package, including generous time off policy, health insurance, vision insurance, dental insurance, 401(k), and life insurance.
  • A dynamic and supportive work environment with opportunities for growth and development.
Requirements:
  • Two (2) years+ of financial services experience.
  • Life Insurance Annuity Application Excellence - completion, monitoring, and management.
  • GRIT - a blue-collar mindset with accountability, ownership, problem-solving, and toughness.

We're looking for a motivated and results-driven individual who is passionate about delivering exceptional client service. If you're a team player with a strong work ethic and a desire to make a difference, we encourage you to apply.



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