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AlerStallings · 1 month ago

Retirement Planner/Financial Advisor

Independence,OH,US

Full-time

Onsite

Mid, Senior Level

$175K/yr - $200K/yr

3+ years exp

AlerStallings is seeking an experienced financial retirement planner to join their team at Golden Reserve, which is recognized as one of the fastest growing companies in the Midwest. The role involves converting leads into clients and providing excellent customer service, while being supported by internal attorneys and CPAs.

ConsultingGovernmentLaw EnforcementManagement Consulting

Responsibilities

Conversion: we deliver the leads – we expect you to win and convert them into clients

Service: provide excellent customer service to your existing clients

Commitment: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training

Qualification

Client meeting experienceState LifeHealth Insurance LicensesFINRA Series 65 registrationSales systems knowledgeCustomer serviceAccountabilityToughnessProblem-solvingOwnership