Senior Retirement Planner - Grow with Qualified Leads

Golden-Reserve-LL; Pittsburgh (Allegheny County); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Base salary $225k–$275k

Uncapped bonus

Pre-qualified leads

Health, dental, life insurance

401(k) plan

Generous PTO

Job summary

Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold the firm’s standards, and mentor developing advisors. This senior role offers opportunities for advancement into management and partnerships within the growing RIA and insurance firm.

With nationwide marketing and pre-qualified leads, you will focus on new client acquisition, drive growth across multiple offices, and contribute to the firm’s culture of accountability and excellence.

Qualifications

• 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.

Responsibilities

• Lead client meetings and drive new business in financial services.
• Uphold Golden Reserve's processes and standards.
• Mentor developing advisors and contribute to firm culture.
• Manage relationships with pre-qualified leads and partnerships.

Skills

Sales experience

Leadership

Mentoring

Client meetings

Education

Series 65 or equivalent

State Life & Health Insurance Licenses

Job description

Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold the firm’s standards, and mentor developing advisors. This senior role offers opportunities for advancement into management and partnerships within the growing RIA and insurance firm.

With nationwide marketing and pre-qualified leads, you will focus on new client acquisition, drive growth across multiple offices, and contribute to the firm’s culture of accountability and excellence.