Financial Client Services Specialist

Golden Reserve, LLC; Alpharetta, Northern (GA, KY); Hybrid; 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, LLC is seeking an experienced Client Services Specialist (CSS) to manage the back-end client sales process, including building client Roadmaps (our financial plans) and delivering first-line ongoing client support.

The role also facilitates start-to-finish insurance application execution and supports the Sales team as the Engine driving growth. This in-office position requires regular commute to Kennesaw or Alpharetta offices.

Qualifications

• Two years+ of financial services experience.
• Life Insurance Annuity Application excellence – completion, monitoring & management.
• GRIT – accountability, ownership, problem-solving, toughness.
• Ability to commute to Kennesaw or Alpharetta office regularly.

Responsibilities

• Manage the back-end client sales process end-to-end.
• Build client Roadmaps (financial plans) for clients.
• Deliver first-line ongoing client support and service.
• Facilitate start-to-finish insurance application execution.

Skills

Financial services experience

Life Insurance Apps

GRIT

Client service excellence

Job description

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.

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 need:

• Two (2) years+ of financial services experience.
• Life Insurance Annuity Application Excellence – completion, monitoring & management.
• GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.
• This position will be based at one of our new office locations in the Kennesaw or Alpharetta area. Candidates must be able to reliably commute to the assigned office location on a regular basis.

What we provide:

• CSS Captains – you will have 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 with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime. This is an in-office role, based our new office locations that will be opening in the Kennesaw and Alpharetta areas.

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.