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Jobs · Customer Service · Georgia

Financial Client Services Specialist

AlerStallings · Atlanta, GA · 1 wk ago
On-siteCustomer Service$70k–$100k/yrFull-time

Golden Reserve’s unique approach to financial services is redefining financial planning. We hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. 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.

About the role

As a Client Services Specialist (CSS), you will:

  • Manage our entire back-end client sales process, including building our client Roadmaps (our version of a financial plan).
  • Deliver world-class first-line ongoing client support and service.
  • Facilitate start-to-finish insurance application execution.
  • Support our monthly seminars and weekly TV & Radio Shows across Ohio.

The CSS Team is recognized as the Engine of Golden Reserve that drives this company forward.

Responsibilities

  • Client Service Excellence: Understand that we are entrusted with the life savings of our clients—a huge responsibility we do not take lightly.
  • Be The Engine: Support our Sales team to help more families by being the steady and consistent voice and leader in every office to ensure we keep moving forward.
  • Commitment: Be committed to our process and systems of managing client services and support to learn the GR-Way.

Requirements

  • Two (2) years+ of financial services experience.
  • Life Insurance Annuity Application Excellence—completion, monitoring, and management.
  • GRIT—a blue-collar mindset where accountability, ownership, problem-solving, and toughness matter.
  • Must be able to reliably commute to the assigned office location in the Kennesaw or Alpharetta area on a regular basis.

Benefits

  • Three dedicated CSS Team Members to help manage your workload, new business support, and policy/training needs.
  • Generous time off policy.
  • Health, Vision, and Dental Insurance.
  • 401(k) and Life Insurance.

Pay

$70,000 - $100,000.

Schedule

  • Work hours are 8:30 am - 5:30 pm with a 1-hour lunch.
  • Must be available to work occasional evening hours to support educational workshops, as needed.
  • Overtime is paid.
  • This is an in-office role based at our new Kennesaw or Alpharetta locations.

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