Senior Retirement Advisor

1 week ago


Columbus, Ohio, United States Golden Reserve LLC Full time

About Golden Reserve:

Golden Reserve is on the lookout for a skilled financial services consultant to join our team. We are committed to transforming the financial landscape for retirees and the professionals we employ. Our office is dedicated to providing a supportive environment where you can thrive without the pressure of building your own client base from scratch.

Our Unique Approach:

At Golden Reserve, we offer a distinctive model that integrates legal, tax, and financial services under one comprehensive flat-fee structure. This innovative approach eliminates the traditional assets under management (AUM) fees, allowing our Retirement Planners to focus on what truly matters: helping clients navigate their retirement journey.

Your Role:

As a Retirement Planner, you will:

  • Convert Leads: We provide leads generated from various channels, including seminars, radio, and television shows. Your role will be to engage these prospects and assist them in their retirement planning.
  • Deliver Exceptional Service: Providing outstanding customer service to our existing clients is paramount.
  • Demonstrate Commitment: We value trust and expect our team members to embrace our innovative approach to financial services.

If you are passionate about reshaping the financial services industry and are seeking a rewarding career, we encourage you to explore this opportunity further.

Qualifications:

  • 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 and a commitment to accountability and problem-solving.

What We Offer:

  • A steady stream of prospects, eliminating the need to build your own book of business.
  • A competitive base salary starting at $100,000 - $125,000, with uncapped production and bonus incentives.
  • A generous time-off policy, along with health, dental, and life insurance benefits, and a 401(k) plan.

Join us at Golden Reserve and be part of a team that is redefining the financial services industry for retirees.



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