Financial Client Services Specialist

AlerStallings; Atlanta (GA); 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 is seeking an experienced Client Services Specialist to support the client sales process, develop client Roadmaps, and manage insurance applications. The role blends paraplanner duties with client services coordination, and is positioned as more than an administrative role.

You will be the engine behind the sales team, ensuring consistent support and timely processing of life insurance annuity applications, with on-site responsibilities at one of our offices in the Kennesaw or

Qualifications

• Two (2) years+ of financial services experience.
• Life Insurance Annuity Application Excellence – completion, monitoring & management.
• GRIT – accountability, ownership and problem-solving mindset in the workplace.

Responsibilities

• Manage back-end client sales processes and build client Roadmaps (financial plans).
• Deliver world-class first-line client support and service.
• Facilitate start-to-finish insurance application execution.

Skills

Financial services experience

Insurance applications

Client service

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.

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.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career.

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