Senior Retirement Planner — Lead with Prequalified Leads

Golden Reserve, LLC; Pittsburgh (Allegheny County); 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 to fill a senior sales role based in Pittsburgh, PA. This position involves leading client meetings and mentoring developing advisors, while upholding company standards.

The ideal candidate will have over seven years of new client financial services sales experience, along with necessary licenses and certifications. Advisors will benefit from pre-qualified leads and various benefits including generous PTO and insurance plans.

Qualifications

• 7+ years of new client financial services sales experience.
• Active State Life & Health Insurance Licenses.
• Series 65 or equivalent certification.

Responsibilities

• Lead client meetings, uphold processes and standards.
• Serve as a culture leader and mentor for developing advisors.

Skills

Sales experience in financial services

Client engagement

Accountability

Job description

Golden Reserve, LLC is seeking an experienced financial sales professional to fill a senior sales role based in Pittsburgh, PA. This position involves leading client meetings and mentoring developing advisors, while upholding company standards.

The ideal candidate will have over seven years of new client financial services sales experience, along with necessary licenses and certifications. Advisors will benefit from pre-qualified leads and various benefits including generous PTO and insurance plans.