Gold IRA Advisor

Role Description

This is a flexible remote role for a Gold IRA Advisor located in the New York City Metropolitan Area. The Gold IRA Advisor will be responsible for guiding clients through the process of establishing and maintaining Gold IRAs.

Core Responsibilities

Educate clients on the value of gold and silver as part of a secure, diversified financial plan.

Conduct discovery calls to understand each client's financial goals, needs, and concerns.

Manage leads and build relationships through trust-based on going communication.

Guide clients through the sales process from initial interest to onboarding and fulfillment.

Follow up consistently to ensure satisfaction, address concerns, and encourage referrals.

Grow your book of business by prospecting, networking, and engaging personal connections.

Participate in training and coaching to continually sharpen your skills and improve results.

Sales Process Overview

Lead generation: Identify and attract potential prospects through referrals, or networking

Needs Assessment: Understand client goals (wealth preservation, diversity portfolio, retirement).

Recommendation: Propose tailored products or IRA solutions.

Closing: Finalize sales with clear documentation.

Follow-up: Maintain relationships for repeat business.

Qualifications

Experience in financial advising, with a focus on precious metals and retirement accounts

Strong understanding of investment strategy and portfolio management

Excellent client consultation and communication skills

Knowledge of market trends and regulatory compliance related to Gold IRAs

Ability to work independently and collaborate with a team

Bachelor's degree in Finance, Economics, Business, or related field are a plus