Retirement Planner/Financial Advisor

Golden Reserve

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

Qualifications

  • 3+ years of financial services sales experience focused on acquiring new clients
  • Active State Life & Health Insurance Licenses
  • Series 65 license or equivalent qualification
  • Demonstrates GRIT: accountability, ownership, problem-solving, and toughness
  • Experience in high-pressure sales environments

Responsibilities

  • Conduct client meetings while adhering to company standards
  • Maintain the integrity of Golden Reserve's processes
  • Collaborate with team members to optimize sales strategies
  • Assist clients with financial needs assessments
  • Drive new client acquisitions through effective sales techniques

Benefits

  • Generous paid time off (PTO) policy
  • Health, Dental, and Life Insurance coverage
  • 401(k) retirement plan
  • Guaranteed salary increase after one year
  • Pre-qualified leads provided for prospecting
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

Similar Jobs

  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Wichita, KS 67212 (Sedgwick County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Fairview, IL 61432 (Fulton County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Leawood, KS 66209 (Johnson County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Fairview Heights, IL 62208 (Saint Clair County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Saint Louis, MO 63129 (Saint Louis County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Leawood, KS 66209 (Johnson County)

More Jobs at Golden Reserve

More Finance & Insurance Jobs

Find similar Retirement Planner/Financial Advisor jobs: