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Retirement Planner – Golden Reserve LLC – Akron, OH ID-9770

Do you feel uninspired? Is your work culture lame? Is the owner not the mentor you hoped for, or worse, rarely around? Are you tired of being pressured to bring in more business but given no support on how to make it happen? Is helping folks more important than filling a bottomless AUM bucket? Does arbitrarily charging someone one percent feel awkward, or a little unfair? Do you wish you could have a team of in-house CPAs and attorneys down the hall to help your clients tackle the biggest risks in retirement?

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Do you want to hear about how the Financial Advisor’s old approach to retirement planning is quickly becoming a thing of the past? And what type of financial professionals are now needed more than ever to address the ever-changing needs of today’s retirees?

IF YES – keep reading.

We are Retirement Planners – not Financial Advisors. We are the sheepdogs of the financial industry. The protectors of retirees from the biggest risks: (i) Taxes, (ii) Fees, (iii) Risk and (iv) Long-Term Care. And most of all we protect retirees from the wolves, well, from the financial advisors still living in the past. An industry that’s been warped into ignoring the most important things retiree’s need and replacing it with jargon, pointless certifications, and ever-evolving ways to charge new fees to their retirement accounts.

If you want to help change the financial world. If you want to truly help retirees. If you want to stop just talking about tax and legal issues and fix those issues in-house. Then maybe you have what it takes to be a Retirement Planner.

If you want to learn more about how we are winning across Ohio against a trillion-dollar industry – check out our tv and radio show , and our new book – .

If after kicking our tires, you are serious and interested in helping us change the world, then give us a shout.

THIS CAREER OFFERS YOU:

  • comprehensive training program
  • personalized sales/marketing mentoring
  • established merit-based career pathing
  • competitive RAMP UP BASE SALARY ranging between 50k-100k based on experience, PLUS Lucrative Variable Compensation & Performance-based incentives
  • uncapped Bonus Structure
  • generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance

To get a better feel for Golden Reserve, check out our .

  • 2+ years of financial sales or client-facing finance experience
  • Ohio Life & Health Insurance Certification
  • Series 65 (or equivalent) is eventually required but not needed to apply
  • Bachelors Degree
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

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The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...