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AlerStallings · 1 day ago

Retirement Planner/Financial Advisor - Base Salary + Bonus

Dublin,OH,US

Full-time

Onsite

Mid, Senior Level

$175K/yr - $200K/yr

3+ years exp

Golden Reserve is looking for an experienced financial retirement planner for their locations in the Columbus region with a home base at their new headquarters in Dublin, Ohio. The role involves converting leads into clients, providing excellent customer service, and committing to a new approach in financial services.

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