Retirement Planner/Financial Advisor

Golden Reserve

$150K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of new-client financial services sales experience required.
  • Active State Life & Health Insurance Licenses needed.
  • Series 65 or equivalent certification mandatory.
  • Demonstrated GRIT with a blue-collar work ethic essential.
  • Ability to uphold company processes and standards at a high level.

Responsibilities

  • Conduct client meetings to assess financial needs.
  • Maintain and uphold company standards during interactions.
  • Utilize provided pre-qualified leads for prospecting.
  • Deliver presentations and financial plans to clients.
  • Build and maintain strong client relationships.

Benefits

  • Guaranteed $25,000 salary increase starting in the second year.
  • Generous paid time off policy.
  • Comprehensive health, dental, and life insurance.
  • 401(k) retirement plan with potential matching.
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 Provide:
  • Salary: $150,000-$200,000 base salary, depending on experience
  • Guaranteed $25,000 salary increase beginning in your second year
  • Additional uncapped production and bonus compensation

Prospects
  • No book of business required-we provide pre-qualified leads

Benefits
  • Generous PTO policy
  • Health, Dental, and Life Insurance
  • 401(k) plan

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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