Financial Representative jobs in United States
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Guardian Life · 2 days 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
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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

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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