Financial Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

Guardian Life · 1 day ago

Financial Representative

Guardian Life is expanding their team and looking for a motivated individual to join them as a Financial Representative. In this role, you will help individuals and businesses access financial products and services to protect their financial futures while developing long-term client relationships.

DentalFinancial ServicesHardwareInsuranceLife Insurance
badNo H1BnoteU.S. Citizen Onlynote
Hiring Manager
Megan M. Smith Eggert
linkedin

Responsibilities

Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services
Provide clients with information related to financial products and services on an ongoing basis
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals

Qualification

Financial planningClient relationship managementSales skillsAnalytical skillsSelf-motivation

Required

Must be a US citizen or permanent resident
A four‐year college degree

Preferred

Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
Desire to help others achieve financial success through planning and protection
Driven to win and seeking a high-income potential opportunity
An interest in building markets through connections and experiences to cultivate long term relationships

Company

Guardian Life

company-logo
Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.

Funding

Current Stage
Late Stage
Total Funding
unknown
2016-08-23Non Equity Assistance

Leadership Team

leader-logo
Andrew McMahon
Chairman and CEO
linkedin
leader-logo
Michael Prestileo
Chief Strategy Officer
linkedin
Company data provided by crunchbase