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Client Service Specialist/Financial Paraplanner

Date Posted: May 17, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Cleveland, Ohio, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 17, 2026

Job Description

Overview

Golden Reserve LLC is seeking a Client Service Specialist/Financial Paraplanner to manage their back-end client sales process, provide exemplary client support, and facilitate insurance applications. This role is crucial in driving the company's innovative approach to financial services, which includes supporting monthly seminars and weekly media shows across Ohio.

Key responsibilities

  • Manage the back-end client sales process and build client Roadmaps
  • Deliver ongoing client support and service
  • Facilitate start-to-finish insurance application execution
  • Support the Sales team to assist more families
  • Work with a dedicated team to manage workload and client support

Required skills

  • Customer Service Excellence
  • Client Relationship Management
  • Financial Planning
  • Life Insurance Annuity Application Management
  • Communication Skills
  • Team Leadership
  • Two years of financial services experience

What the company offers

  • Competitive Salary: $70,000 - $100,000
  • Generous time off policy
  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • 401(k)
  • Life Insurance
  • Overtime pay

Skills Required

Company Overview

Makronia, Ohio, United States of America

Golden Reserve is a fast-growing company in Ohio, specializing in innovative financial services. They are recognized for redefining financial planning with a unique approach, including seminars and media outreach. The company prioritizes client servi... Read More

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