Retirement Financial Planner
Company: Golden Reserve LLC
Location: Canton
Posted on: March 15, 2023
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Job Description:
Description: Golden Reserve is looking for Retirement Planners.
Retirement planners are the new sheepdogs of the financial
industry. They guide and protect retirees from the biggest risks:
(i) Taxes, (ii) Fees, (iii) Risk and (iv) Long-Term Care. Since our
founding in 2011, we have been recognized as one of the 50 fastest
growing companies in the State and have quickly grown to 14 offices
and counting. Our success and growth are directly attributed to the
superior quality of professionals we recruit, as well as our unique
financial model, combining legal, tax and finance - all under one
roof - at one flat-fee package cost (no more AUM) - for our
clients.
What we ask:
Conversion: we deliver seminar, radio, internet, and TV shows to
retiree prospects - we expect you to win these cases so we can help
them navigate the hurdles of retirement.
Prospecting: we provide monthly dinner seminars and quarterly
blow-out events to have some fun with the families we help - our
expectation is that you leverage these opportunities to help us
find new prospects that we can help in retirement.
Service: Providing excellent customer service to our existing
clients.
Commitment: we know our team must earn your trust, but we expect
every recruit to be committed to our new way of approaching
financial services from Day One.
What you need:
BUT BEFORE YOU APPLY - this is NOT a financial advisor posting - so
if you want to learn more about how we are different, do us a quick
favor and take a few minutes to check out Expedition Retirement,
our television ( ) and radio shows ( ), to see if our mission is
the right fit for you.
You can also learn more at or check out our Jobs Board at .
Requirements:
PI
Keywords: Golden Reserve LLC, Canton , Retirement Financial Planner, Accounting, Auditing , Canton, Ohio
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