Guardian Life · 2 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.
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
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
Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.
Funding
Current Stage
Late StageTotal Funding
unknown2016-08-23Non Equity Assistance
Recent News
2025-12-11
Company data provided by crunchbase