What are the responsibilities and job description for the Senior Retirement Planner position at Golden Reserve LLC?
Description
Golden Reserve is looking for Retirement Planners to guide and protect retirees from the biggest risks of retirement: (i) Taxes, (ii) Fees, (iii) Risk and (iv) Long-Term Care. Since our founding in 2011, we have been recognized as one of the 50 fastest growing companies in the State and have quickly grown to 14 offices and counting.
Our success and growth are directly attributed to the superior quality of professionals we recruit, as well as our unique financial model, combining legal, tax and financial services – all under one roof – at one flat-fee package cost (no more AUM).
What we ask:
· Conversion: we deliver seminars along with radio, internet, and TV shows (The Expedition Retirement Show) – so we expect you to win these cases so we can help them navigate retirement.
· Service: Providing excellent customer service to our existing clients.
· Commitment: we know our team must earn your trust, but we expect every recruit to be committed to our new way of approaching financial services.
What we need:
- Three (3) 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 the 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, plus Lucrative Production & Uncapped Performance-based incentives – including profit sharing for partners.
· Generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance.
· Retirement Planner base compensation starts at $100,000 .
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.
BUT BEFORE YOU APPLY – this is NOT a typical financial advisor posting – so if you want to learn more about how we are different, do us a favor and check out Expedition Retirement, our television (https://goldenreserve.com/tv-show/) and radio shows (https://goldenreserve.com/radio-and-podcast/), to see if our mission is the right fit for you.
You can also learn more at www.goldenreserve.com.
Salary : $100,000 - $0