Retirement Planner/Financial Advisor

Golden Reserve

$150K — $200K *
Troy, NY 12180In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of new-client financial services sales experience
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent
  • Strong sense of accountability and ownership
  • Problem-solving abilities with a tough mindset

Responsibilities

  • Conduct client meetings to discuss financial solutions
  • Uphold company processes and standards
  • Collaborate with a team to achieve organizational goals
  • Utilize pre-qualified leads for client acquisition
  • Establish strong relationships with clients

Benefits

  • Guaranteed $25,000 salary increase in the second year
  • Generous PTO policy
  • Health, Dental, and Life Insurance
  • 401(k) plan with employer 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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