Financial Professional

Guardian Life; Madison (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Guardian Life is seeking a motivated Financial Professional to join our expanding team in Madison, Wisconsin. This position provides unlimited growth potential within the financial services sector. You will support clients in accessing necessary financial products, using a holistic approach that prioritizes long-term results.

The ideal candidate is self-motivated, possesses a strong work ethic, and is passionate about helping others achieve financial success. Join us in making a meaningful impact while building relationships in your community.

Qualifications

• Must be a US citizen or permanent resident.
• Experience in building markets and cultivating long-term relationships is a plus.

Responsibilities

• Work with clients to understand their goals and create financial plans.
• Provide ongoing information related to financial products and services.
• Develop and maintain a client base that values your guidance.
• Ensure client financial plans are updated and aligned with their goals.

Skills

Self-motivated individual

Strong work ethic

High integrity

Dynamic, confident personality

Desire to help others

Driven to win

Job description

The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Professional. The position offers unlimited growth potential in the financial services industry.

As a Financial Professional you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.

We believe that providing the best for clients requires us to support you with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.

We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.

What you’ll be doing

• 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.

Requirements

• Must be a US citizen or permanent resident

Preferred Qualities

• 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