Retirement Financial Specialist

1 week ago


Novi, Michigan, 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 dynamic team. We are dedicated to transforming the financial landscape for retirees while also providing a supportive environment for our Retirement Planners.

Your Role:

As a Retirement Planner, you will receive leads generated from our marketing initiatives, including seminars and media appearances. Your primary responsibility will be to assist clients in navigating their retirement journey with confidence.

Key Responsibilities:

  • Lead Conversion: Utilize the leads provided from various channels to effectively convert prospects into clients.
  • Client Service: Deliver exceptional service to our existing clientele, ensuring their needs are met and exceeded.
  • Commitment to Excellence: Embrace our innovative approach to financial services and demonstrate dedication to our mission.

What We Offer:

  • Access to a steady stream of prospects, eliminating the 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, 401(k), and life insurance.

Qualifications:

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

If you are ready to make a meaningful impact in the financial services industry and support retirees in achieving their financial goals, we encourage you to explore this opportunity with us.



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