Golden Reserve · 6 days ago
Retirement Planner
Cleveland, OH
Full-time
Onsite
Mid, Senior Level
$150K/yr - $175K/yr
3+ years expGolden Reserve is looking for an experienced financial retirement planner for our locations in our greater Cleveland region. The role involves converting pre-qualified leads into clients while providing excellent customer service and committing to the company's innovative approach to financial services.
ConsultingFinancial ServicesRetirement
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
Required
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT – we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Benefits
Generous PTO policy
Health Insurance
Dental Insurance
401(k)
Life Insurance
Company
Golden Reserve
Golden Reserve provides retirement, investment, advisory, and financial decisions services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Greg Aler
Chief Executive Officer
Drew Paul
Region Head / Partner
Recent News
2025-04-22
2025-04-22
2025-04-22
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