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Financial Client Services Specialist (L & H)
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- Golden Reserve is looking for an experienced Client Services Specialist (CSS) for our location in Gahanna.
- Our CSS is a mix of a Paraplanner and Client Services Coordinator.
- 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.
- 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.
- Life Insurance Annuity Application Excellence - completion, monitoring & management.
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