Financial Client Services Specialist

Golden-Reserve-LL; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Benefits including health, vision, and

Job summary

Golden Reserve is seeking an experienced Client Services Specialist (CSS). This role blends paraplanner and client services coordination, and is not merely administrative.

You will manage the back-end client sales process, build client roadmaps, deliver first-line client support, and facilitate end-to-end insurance applications. Based in the Kennesaw or Alpharetta area, you will be a key driver of our dynamic CSS Team.

Qualifications

• Two+ years of financial services experience.
• Life Insurance Annuity application: completion, monitoring and management.
• GRIT: accountability, ownership, problem-solving and toughness.

Responsibilities

• Manage back-end client sales process and build client roadmaps.
• Deliver first-line ongoing client support and service.
• Facilitate end-to-end insurance application execution.
• Support sales teams to ensure consistency across offices.

Skills

Financial services experience

Life Insurance Annuity Applications

GRIT

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.