Senior Retirement Planner/Senior Financial Advisor
About the role
Golden Reserve is a full‑service RIA and insurance firm that leverages world‑class, media‑driven marketing to deliver pre‑qualified leads, offers flat‑fee client pricing, and partners with estate‑planning law firms and CPA firms to include legal and tax services at no additional cost. Lead generation is powered by a nationwide radio/TV show, educational workshops, digital marketing, and exceptional client service. The firm has expanded to more than 40 offices across nine states. This senior‑level sales position involves leading client meetings, upholding Golden Reserve’s processes and standards, serving as a culture leader and mentor for developing advisors, and provides a clear pathway to management, partnership, and other leadership roles.
Responsibilities
- Lead client meetings
- Uphold Golden Reserve's processes and standards
- Serve as a culture leader and mentor for developing advisors
- No book of business required; pre‑qualified leads provided
Requirements
- Seven (7)+ years of new client financial services sales experience (not servicing)
- Active State Life & Health Insurance licenses
- Series 65 or equivalent
Skills
- Accountability
- Ownership
- Problem solving
- Toughness (GRIT