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AlerStallings · 15 hours ago

Financial Paraplanner/Client Service Specialist

Pittsburgh,PA,US

Full-time

Onsite

Entry, Mid Level

$70K/yr - $100K/yr

2+ years exp

Golden Reserve is one of the fastest growing companies in Ohio, and they are seeking an experienced Client Services Specialist. The role involves managing client sales processes, providing ongoing support, and executing insurance applications.

ConsultingGovernmentLaw EnforcementManagement Consulting

Responsibilities

Managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan)

Delivering world-class first line ongoing client support and service

Facilitating start-to-finish insurance application execution

Qualification

Financial services experienceLife Insurance Annuity ApplicationClient Service ExcellenceProblem-solvingAccountabilityGRITOwnership

Required

Two (2) years+ of financial services experience

Life Insurance Annuity Application Excellence – completion, monitoring & management

GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace