Retirement Planner/Financial Advisor

Golden Reserve

$150K — $200K *
Akron, OH 44312In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of financial services sales experience (new client acquisition)
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent certification
  • Demonstrated GRIT with accountability and problem-solving skills

Responsibilities

  • Conduct client meetings to present financial solutions
  • Uphold company processes and standards effectively
  • Develop and maintain client relationships
  • Identify and pursue new business opportunities
  • Collaborate with team members to enhance service delivery

Benefits

  • Dynamic and rewarding work environment
  • Opportunity to drive change in the finance sector
  • Supportive company culture emphasizing accountability and ownership
  • Career growth potential in a challenging industry
Full Job Description
Job Type

Full-time

Description

Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.

We Require:
• Three (3)+ years of new-client financial services sales experience (not servicing)
• Active State Life & Health Insurance Licenses
• Series 65 or equivalent
• GRIT - We built this company brick by brick with a blue-collar mindset that embraces accountability, ownership, problem-solving, and toughness.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, we encourage you to apply and submit your resume.

Salary Description

$150,000.00- 200,000.00

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