Client Service Specialist/Financial Paraplanner

AlerStallings, LLC; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401(k)

Life Insurance

Generous time off policy

Job summary

Golden Reserve in Pittsburgh is seeking an experienced Client Services Specialist (CSS). This role blends a Paraplanner and Client Services Coordinator; not an administrative position.

Based at our offices in the Pittsburgh area (Green Tree, Wexford, Canonsburg), you will manage our back-end client sales process and build client Roadmaps. You will deliver first-line client support, facilitate start-to-finish insurance applications, and support the sales team to help more families.

Qualifications

• Client Service Excellence: understanding that we are entrusted with the life savings of our clients is a huge responsibility.
• Be The Engine: support Sales team to help more families.
• Commitment: commit to our process and learn the GR-Way.

Responsibilities

• Managing our entire back-end client sales process, including building client Roadmaps (our version of a financial plan).
• Delivering world-class first line ongoing client support and service.
• Facilitating start-to-finish insurance application execution.

Job description

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. This role would be based at our office locations in Pittsburgh, supporting our clients in the Green Tree, Wexford and Canonsburg areas.

As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.

Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward.

Golden Reserve’s unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.

What we ask

• Client Service Excellence: Understanding that we are entrusted with the life savings of our clients is a huge responsibility - that we do not take lightly.
• Be The Engine: Ensure our Sales team is supported so that we can help more families – being the steady and consistent voice and leader in every office to make sure we don’t stop moving forward.
• Commitment: we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.

What we provide

• CSS Captains - you will have a three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.
• Competitive Salary - $70,000 - $100,000.
• Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.

WORK SCHEDULE

Work hours are 8:30 am - 5:30 pm in-office with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime.

BEFORE YOU APPLY - this is NOT a typical financial services position -to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw)

You can also learn more at www.goldenreserve.com.