Client Service Specialist​/Financial Paraplanner

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. This role would be based at our office locations in Akron and Canton.

Managing our entire back-end client sales process, including building client Roadmaps (our version of a financial plan), delivering world-class first line ongoing client support and service, and facilitating start-to-finish insurance application execution.

• Client Service Excellence – understanding that we are entrusted with the life savings of our clients.
• Be The Engine – ensuring our Sales team is supported so we can help more families and keep moving forward.
• Commitment – earning trust by learning and adhering to the GR‑Way process and systems.

CSS Captains – you will have a three (3) dedicated supporting CSS Team Members that help you manage your workload, new business support (outstanding applications), and 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 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.

• Two (2) years+ of financial services experience.
• Life Insurance Annuity Application Excellence – completion, monitoring & management.
• GRIT – accountability, ownership, problem‑solving, and toughness.