Retirement Planner/Financial Advisor

About the role

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 provide pre-qualified leads, allowing you to focus on building retirement plans and helping retirees.

We are a full-service RIA and insurance firm built to change the financial industry for retirees and financial professionals. Key advantages include:

• World-class, media-driven marketing that provides all the pre-qualified leads you need to succeed
• Flat-fee client pricing
• Partnerships with estate planning law firms and CPA firms that include legal and tax services for clients at no additional cost

Our lead generation is driven by a nationwide radio and television show, educational workshops, digital marketing, and world-class client service. We have grown to more than 40 offices across nine states.

Responsibilities

• Conduct client meetings
• Uphold Golden Reserve’s processes and standards
• Build retirement plans for retirees

Requirements

• Three (3)+ years of new-client financial services sales experience (not servicing)
• Active State Life & Health Insurance Licenses
• Series 65 or equivalent
• GRIT – accountability, ownership, problem-solving, and toughness

Benefits

• Generous PTO policy
• Health, Dental, and Life Insurance
• 401(k) plan

Pay

$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.

No book of business required—we provide pre-qualified leads.