Senior Retirement Planner — Lead with Prequalified Leads

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

Benefits offered by this job

Generous PTO policy

Health, Dental, and Life Insurance

401(k) plan

Job summary

Golden Reserve, LLC is seeking an experienced financial sales professional in Cleveland, Ohio. This senior-level sales role requires leading client meetings, upholding company standards, and mentoring junior advisors. Successful candidates will have opportunities for management and partnership roles.

The position offers a competitive base salary of $225,000 to $275,000, uncapped production bonuses, and benefits including health insurance and a generous PTO policy.

Qualifications

• Seven (7)+ years of new client financial services sales experience.
• Must hold active insurance licenses and Series 65 or equivalent.

Responsibilities

• Lead client meetings and uphold company processes.
• Serve as a mentor for developing advisors.

Skills

Financial services sales experience

Accountability

Problem solving

Communication

Education

Active State Life & Health Insurance Licenses

Series 65 or equivalent

Job description

Golden Reserve, LLC is seeking an experienced financial sales professional in Cleveland, Ohio. This senior-level sales role requires leading client meetings, upholding company standards, and mentoring junior advisors. Successful candidates will have opportunities for management and partnership roles.

The position offers a competitive base salary of $225,000 to $275,000, uncapped production bonuses, and benefits including health insurance and a generous PTO policy.