Senior Retirement Planner/Senior Financial Advisor

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 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.