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Senior Retirement Planner/Senior Financial Advisor

Golden Reserve LLC
Posted 2 months ago, valid for 22 days
Location

Independence, OH 44131, US

Salary

$225,000 - $275,000 per year

Contract type

Full Time

Health Insurance
Retirement Plan
Paid Time Off
Life Insurance

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Sonic Summary

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  • Golden Reserve is seeking an experienced financial sales professional with at least seven years of new client financial services sales experience for a senior level sales role.
  • The position involves leading client meetings, upholding company standards, and mentoring developing advisors, with opportunities for advancement into management and leadership roles.
  • The base salary for this role ranges from $225,000 to $275,000, depending on experience, along with uncapped production and bonus compensation.
  • Golden Reserve provides pre-qualified leads, a generous PTO policy, and benefits including health, dental, and life insurance, as well as a 401(k) plan.
  • Candidates must hold active State Life & Health Insurance Licenses and a Series 65 or equivalent, and should embody a blue-collar mindset focused on accountability and problem-solving.

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
o $225,000 to $275,000 base salary, depending on experience
o Additional uncapped production and bonus compensation

• Prospects
o No book of business required. We provide pre qualified leads.

• Benefits
o Generous PTO policy
o Health, Dental, and Life Insurance
o 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.


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, we encourage you to apply and submit your resume.


Before you apply, learn more about what makes Golden Reserve different from other financial firms at www.goldenreserve.com.

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.




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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.