Client Service Specialist/Financial Paraplanner

About the role

Golden Reserve is seeking an experienced Client Services Specialist (CSS) to join our dynamic team. As a CSS, you will play a crucial role in managing our entire back-end client sales process, delivering outstanding client support, and facilitating insurance application execution.

Responsibilities

• Manage the entire back-end client sales process, including building client Roadmaps (financial plans).
• Deliver world-class first-line ongoing client support and service.
• Facilitate start-to-finish insurance application execution.

Requirements

• Two (2) years+ of financial services experience.
• Experience with Life Insurance Annuity Applications.
• GRIT: Accountability, ownership, problem-solving, and toughness are valued in this environment.

Qualifications

• Client Service Excellence: Demonstrated commitment to understanding the importance of client trust and confidentiality.
• Be The Engine: Support the Sales team to ensure they are equipped to help more families.
• Commitment: Committed to learning and adhering to Golden Reserve's processes and systems.

Benefits

• Competitive Salary range: $70,000 - $100,000.
• Benefits package: Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), and Life Insurance.

Schedule

Work hours are 8:30 am - 5:30 pm in-office with a 1-hour lunch break. Occasional evening hours may be required to support educational workshops.

Pay

$70,000 - $100,000 annually.

Application

To apply, please fill out our application and send your resume.

For more information about the CSS role and Golden Reserve's unique approach to financial services, visit:

• A Day in the Life of a CSS
• Expedition Retirement

To learn more about Golden Reserve, visit www.goldenreserve.com.