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 sales experience focused on new client acquisition
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent certification
  • Proven track record of achieving sales targets
  • Strong leadership qualities with a focus on mentoring

Responsibilities

  • Lead client meetings to establish trust and rapport
  • Uphold organizational processes and standards
  • Mentor and develop less experienced advisors
  • Identify and pursue new business opportunities
  • Set a positive example as a culture leader within the team

Benefits

  • Generous paid time off policy
  • Comprehensive health, dental, and life insurance
  • 401(k) retirement plan
  • Access to pre-qualified leads, eliminating the need for an existing book of business
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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