Financial Services Representative jobs in United States
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Guardian Life · 5 hours ago

Financial Services Representative

Guardian Life is a modern mutual insurance company dedicated to making a difference in people's lives for over 160 years. They are seeking a Financial Services Representative to assist clients in understanding and managing their financial needs, providing guidance on investment and insurance options, and ensuring excellent customer service.

DentalFinancial ServicesHardwareInsuranceLife Insurance
Hiring Manager
Ruben Mejia
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Responsibilities

Assist clients in understanding and managing their financial needs
Provide financial guidance
Discuss investment and insurance options
Ensure excellent customer service
Help clients establish confidence and prepare for a secure future through personalized financial solutions

Qualification

Finance expertiseFinancial Services knowledgeInvestment knowledgeInsurance experienceCustomer Service aptitudeHybrid work abilityBachelor's degreePrior industry experienceCommunication skillsInterpersonal skills

Required

Expertise in Finance, Financial Services, and Investments
Experience in Insurance and related products
Strong aptitude for Customer Service and client relationship management
Excellent communication and interpersonal skills
Ability to work effectively in a hybrid work environment

Preferred

Bachelor's degree in Finance, Accounting, Business Administration, or a related field
Prior experience in financial services or a related industry

Company

Guardian Life

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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

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Andrew McMahon
Chairman and CEO
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Michael Prestileo
Chief Strategy Officer
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Company data provided by crunchbase