Retirement Planner/Financial Advisor

Golden Reserve

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

Qualifications

  • 3+ years of experience in new-client financial services sales
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent license
  • Strong problem-solving skills and accountability
  • Ability to thrive in a performance-driven environment

Responsibilities

  • Conduct client meetings with a focus on standards and processes
  • Manage pre-qualified leads provided by the company
  • Maintain high accountability and ownership in client interactions
  • Develop and implement tailored financial solutions for clients
  • Meet or exceed sales targets and production goals

Benefits

  • Guaranteed $25,000 salary increase starting in your second year
  • Generous PTO policy for work-life balance
  • Health, Dental, and Life Insurance coverage
  • 401(k) plan with company contributions
Full Job 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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