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Golden Reserve · 1 month ago

Retirement Planner/Financial Advisor

Cleveland, OH

Full-time

Onsite

Mid, Senior Level

$150K/yr - $200K/yr

3+ years exp

Golden Reserve LLC is a rapidly growing company in the financial services sector, focused on retirement planning. The role involves converting provided leads into clients while delivering excellent customer service and demonstrating a commitment to innovative financial services.

ConsultingFinancial ServicesRetirement

Responsibilities

Conversion: we deliver the leads – we expect you to win and convert them into clients

Service: provide excellent customer service to your existing clients

Commitment: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training

Qualification

Client meeting experienceState LifeHealth Insurance LicensesFINRA Series 65 registrationSales systems trainingCustomer serviceAccountabilityToughnessProblem-solvingOwnership