Senior Retirement Planner/Senior Financial Advisor

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 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: (1) world class, media driven marketing that provides all the pre qualified leads you need to succeed, (2) flat fee client pricing, and (3) 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 (https://www.youtube.com/@fireyourfinancialadvisor), 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. We built this company brick by brick with a blue collar mindset that embraces accountability, ownership, problem solving, and toughness.

You can also explore our CEO's Amazon bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back, which helps define our company's culture, mission, and commitment to serving retirees. Learn more at www.fireyourfinancialadvisor.com.