Senior Retirement Planner/Senior Financial Advisor

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 is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serving as a culture leader and mentor for developing advisors.

Advisors who establish themselves as top tier performers and team players will have opportunities to pursue management, partnership, and other leadership roles within the firm.

We are a full service RIA and insurance firm that built our company not only to change the financial industry for the retirees we serve, but also for the financial professionals we hire.

Some of the key reasons advisors choose Golden Reserve include world class, media driven marketing that provides all the pre qualified leads you need to succeed; flat fee client pricing; and partnerships with estate planning law firms and CPA firms that allow every retirement plan to include legal and tax services for our clients at no additional cost.

Golden Reserve's lead generation is driven by its nationwide radio and television show, educational workshops, digital marketing, and world class client service. In a short period of time, we have grown to more than 40 offices across nine states, and we are just getting started.

We Provide

• Salary: $225,000 to $275,000 base salary, depending on experience; additional uncapped production and bonus compensation
• Prospects: No book of business required. We provide pre qualified leads.
• Benefits: Generous PTO policy; Health, Dental, and Life Insurance; 401(k) plan

We Require

• Seven (7)+ years of new client financial services sales experience (not servicing)
• Active State Life & Health Insurance Licenses
• Series 65 or equivalent
• GRIT: accountability, ownership, problem solving, and toughness.