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Retirement Planner/Financial Advisor

Golden Reserve LLC
Posted 2 months ago, valid for 23 days
Location

Scott, PA, US

Salary

$150,000 - $200,000 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 a minimum of three years of new-client financial services sales experience.
  • The role involves conducting client meetings and adhering to the company's high standards while benefiting from a lead generation system that provides pre-qualified leads.
  • The base salary ranges from $150,000 to $200,000, with a guaranteed $25,000 salary increase starting in the second year, plus uncapped production and bonus compensation.
  • Additional benefits include generous PTO, 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 that values accountability and problem-solving.

Description

Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.


We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees.


We are a full-service RIA and insurance firm that was built 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're just getting started.


We Provide:

  • Salary: $150,000–$200,000 base salary, depending on experience
  • Guaranteed $25,000 salary increase beginning in your second year
  • 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:


• Three (3)+ 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.