What are the responsibilities and job description for the Retirement Planner position at Energy Jobline?
Job Description
Golden Reserve is looking for an experienced financial services planner that will work at our new office location in Blue Ash. We know how challenging the financial industry can be to get started. We know the work it takes to build your own book, if you do not inherit it from a parent, or an existing practice. We know about the empty promises and lies spread by most financial firms to get you in their door.
Golden Reserve built our company on trying to not just change the financial industry for retirees but also for the Retirement Planners we hire. At Golden Reserve, you don't need a huge rolodex of friends and family to win we provide you with leads from our TV & Radio Shows (Expedition Retirement YouTube Channel ) and Seminars. Our unique model combines legal, tax and finance all under one roof at one flat- package cost (no more AUM).
And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.
What We Ask
BUT BEFORE YOU APPLY this is NOT a typical financial services position so if you want to learn more about the Retirement Planner role, check out: A Day in the Life of a Retirement Planner . If you want to learn more about how we are different, do us a favor and check out Expedition Retirement, our television (Expedition Retirement TV Show ) and radio shows (Expedition Retirement Radio & Podcast ), to see if our mission is the right fit for you or read our CEO's Amazon bestselling book Fire Your Financial Advisor (Fire Your Financial Advisor Amazon Bestseller ).
What We Need
Two (2) years of client facing financial services experience.
State Life and Health Insurance Licenses.
FINRA Series 65 registration, or equivalent licensing.
GRIT we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace. What we provide:
Golden Reserve is looking for an experienced financial services planner that will work at our new office location in Blue Ash. We know how challenging the financial industry can be to get started. We know the work it takes to build your own book, if you do not inherit it from a parent, or an existing practice. We know about the empty promises and lies spread by most financial firms to get you in their door.
Golden Reserve built our company on trying to not just change the financial industry for retirees but also for the Retirement Planners we hire. At Golden Reserve, you don't need a huge rolodex of friends and family to win we provide you with leads from our TV & Radio Shows (Expedition Retirement YouTube Channel ) and Seminars. Our unique model combines legal, tax and finance all under one roof at one flat- package cost (no more AUM).
And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.
What We Ask
- Conversion: we deliver the leads to our Retirement Planners that are generated from seminars, radio, internet, and TV shows (The Expedition Retirement Show) we expect you to win these cases so we can help them navigate retirement.
- Service: Retirement Planners provide excellent customer service to our existing clients.
- Commitment: we know we must earn your trust, but we expect every recruit to be committed to our new way of approaching financial services.
BUT BEFORE YOU APPLY this is NOT a typical financial services position so if you want to learn more about the Retirement Planner role, check out: A Day in the Life of a Retirement Planner . If you want to learn more about how we are different, do us a favor and check out Expedition Retirement, our television (Expedition Retirement TV Show ) and radio shows (Expedition Retirement Radio & Podcast ), to see if our mission is the right fit for you or read our CEO's Amazon bestselling book Fire Your Financial Advisor (Fire Your Financial Advisor Amazon Bestseller ).
What We Need
Two (2) years of client facing financial services experience.
State Life and Health Insurance Licenses.
FINRA Series 65 registration, or equivalent licensing.
GRIT we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace. What we provide:
- Prospects you do NOT need to bring, or even build your own book of business to be successful here, just your talent to convert these prospects to clients.
- Competitive Base Salary (starting at $100,000- $125,000), plus uncapped Production & Bonus incentives.
- Generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance.
Salary : $100,000 - $125,000
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