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 (not servicing)
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent
  • Demonstrated GRIT: accountability, ownership, problem-solving, toughness

Responsibilities

  • Conduct client meetings to build relationships and understand financial needs
  • Uphold Golden Reserve's processes and standards in client interactions
  • Work collaboratively with colleagues on client acquisition strategies
  • Continuously engage in professional development to enhance sales skills
  • Provide tailored financial solutions to clients based on their unique situations

Benefits

  • Opportunities for a highly challenging and rewarding career
  • Potential to impact the finance industry positively
  • Collaboration in a company built on a blue-collar mindset
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 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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