Guardian Life · 5 hours ago
Financial Representative
Sacramento, CA
Full-time
Onsite
New Grad, Entry LevelGuardian Life has been a trusted partner for over 160 years, providing stability and fiscal integrity to individuals, families, and business owners. As a Financial Representative, you will build and maintain relationships with clients to understand their financial goals and help them achieve financial security through tailored financial planning and insurance solutions.
DentalFinancial ServicesHardwareInsuranceLife Insurance
Hiring Manager
Bountha Leng, Managing Director
Responsibilities
Build and maintain relationships with clients to understand their financial goals
Help clients achieve financial security through tailored financial planning and insurance solutions
Educate clients on a range of products, including retirement planning, investments, and insurance
Assist clients in making informed decisions
Business development and networking
Ensure the highest level of service to meet client needs
Qualification
Required
Knowledge and skills in Financial Planning and Retirement Planning
Experience with Insurance products and related financial solutions
Understanding of Finance and Investments
Strong interpersonal and communication skills to build and maintain relationships
Proven ability to manage multiple clients and prioritize tasks effectively
Preferred
Relevant certifications and licenses such as FINRA Series 6, 7, or 63 are advantageous
Bachelor's degree in Finance, Business Administration, or a related field preferred
Company
Guardian Life
Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.
Founded in 1860
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2016-08-23Non Equity Assistance
Leadership Team
Andrew McMahon
Chairman and CEO
Michael Prestileo
Chief Strategy Officer
Recent News
2025-12-11
Company data provided by crunchbase