Senior Retirement Planner: Lead Sales & Mentorship

Golden-Reserve-LL; Cleveland (OH); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Uncapped bonus potential

Pre-qualified leads

Generous PTO

Health, dental & life insurance

401(k) plan

Job summary

Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold our processes and standards, and serve as a culture leader and mentor for developing advisors.

As a senior contributor, you can pursue management, partnership, and other leadership opportunities within the rapidly expanding firm, backed by pre-qualified leads, definite growth paths, and a collaborative, high-performance culture.

Qualifications

• Seven (7)+ years of new client financial services sales experience (not servicing).
• Active State Life & Health Insurance Licenses.
• Series 65 or equivalent licensure.

Responsibilities

• Lead client meetings and manage the sales process.
• Uphold Golden Reserve's processes and standards.
• Serve as a culture leader and mentor for developing advisors.
• Explore management, partnership, and leadership opportunities for top performers.

Skills

Leadership

Mentoring

Client meetings

Sales strategy

Communication

Industry knowledge

Education

State Life & Health Insurance Licenses

Series 65 or equivalent

Job description

Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold our processes and standards, and serve as a culture leader and mentor for developing advisors.

As a senior contributor, you can pursue management, partnership, and other leadership opportunities within the rapidly expanding firm, backed by pre-qualified leads, definite growth paths, and a collaborative, high-performance culture.