Retirement Planner/Financial Advisor

Golden Reserve

$150K — $200K *
Troy, MI 48085In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in financial services sales, focusing on new clients
  • Current State Life & Health Insurance Licenses
  • Possess Series 65 or an equivalent designation
  • Passion for problem-solving and a strong work ethic
  • Ability to align with a blue-collar mindset and company values

Responsibilities

  • Conduct client meetings to build relationships and promote services
  • Uphold company processes and standards
  • Manage and convert pre-qualified leads provided by the company
  • Provide financial advice and solutions tailored to client needs
  • Achieve sales targets and contribute to team success

Benefits

  • Guaranteed salary increase after the first year
  • Generous PTO policy allowing for work-life balance
  • Comprehensive health, dental, and life insurance coverage
  • 401(k) plan to support retirement savings
  • Uncapped production and bonus compensation, rewarding performance
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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