Senior Retirement Planner/Senior Financial Advisor

Golden Reserve

$225K — $275K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of financial services sales experience, focusing on new client acquisition
  • Active State Life & Health Insurance Licenses required
  • Series 65 or equivalent certification required
  • Demonstrated accountability and problem-solving skills
  • Proven track record of performing in a sales-driven environment

Responsibilities

  • Lead client meetings to drive financial sales
  • Uphold company processes and established standards
  • Mentor and guide developing advisors
  • Promote a culture of teamwork and support
  • Pursue opportunities for management and leadership roles

Benefits

  • Generous paid time off (PTO) policy
  • Comprehensive health, dental, and life insurance
  • 401(k) retirement plan
  • Access to pre-qualified leads with no book of business required
  • Uncapped production and bonus potential
Full Job Description
Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serving as a culture leader and mentor for developing advisors.

Advisors who establish themselves as top tier performers and team players will have opportunities to pursue management, partnership, and other leadership roles within the firm.

We Provide:
Salary
o $225,000 to $275,000 base salary, depending on experience
o Additional uncapped production and bonus compensation
• Prospects
o No book of business required. We provide pre qualified leads.

• Benefits
o Generous PTO policy
o Health, Dental, and Life Insurance
o 401(k) plan

We Require:
• Seven (7)+ 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

$225,000.00- $275,000.00

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