Job Description
Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role.
As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.
Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward.
Golden Reserve’s unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.
What we ask:
· Client Service Excellence : Understanding that we are entrusted with the life savings of our clients is a huge responsibility – that we do not take lightly.
· Be The Engine : Ensure our Sales team is supported so that we can help more families – being the steady and consistent voice and leader in every office to make sure we don’t stop moving forward.
· Commitment : we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.
What we provide:
· CSS Captains – you will have a three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.
· Competitive Salary - $70,000 - $100,000.
· Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
WORK SCHEDULE:
Office locations are in Green Tree & Wexford. Work hours are 8:30 am - 5:30 pm in-office with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime.
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.
BEFORE YOU APPLY – this is NOT a typical financial services position –to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. (
You can also learn more at
Compensation details: 70000-100000 Yearly Salary
PI227dbfd315ee-25405-39341747
...Job Description Now Hiring: Full-Time Nurse Midwife Location: Southfield, MI Job Type: Full-Time Empower Mothers. Deliver Compassionate Care. We're looking for a dedicated and compassionate Nurse Midwife to provide high-quality, patient-centered maternity...
...-stage startup backed by Khosla Ventures, Pear VC, Era Ventures, and founders of DoorDash, Lyft, and Opendoor. Our team comes from Airbnb, Google, Opendoor, Yelp, Zillow, and Uberand were still very much in builder mode, not corporate maintenance mode. Learn more:...
Developer - Salesforce Position Update: This requisition is now open. Job Title: Developer - Salesforce Position Type: Full-Time Confidential: No Fill Type: Single Hire Openings: 1 Desired Start Date: December 17, ...
...the people who care for our patients. Part of American Health Partners, we include... ...change lives one patient, one day at a time. POSITION SUMMARY TruHealth is... ...an advanced practice provider, either a nurse practitioner (NP) or physician assistant (PA) with experience...
...Occupational Therapists (OT) - School Based RCM Health Care Services is hiring school-based Occupational Therapists (OT) across all 5 boroughs of NYC. New Grads are welcome! We have a wonderful mentorship program and clinical supervisors that are eager to assist you....