Financial Representative

Guardian Life

Overland Park (KS)

On-site

USD 55,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Mentorship
Training & Development
Career advancement
Community impact

Job summary

Guardian Kansas City is seeking an Associate Financial Representative to help clients build financial confidence and lasting legacies. You will meet with individuals, families, and business owners to translate goals into personalized wealth strategies and practical plans.

This role emphasizes coaching, mentorship, ongoing training, and opportunities for career growth within a collaborative, high-performing team that values integrity and client service.

Qualifications

  • Meet with individuals, families, and business owners to understand their goals.
  • Create customized financial strategies to build, protect, and grow wealth.
  • Guide clients through retirement planning, insurance solutions, investment strategies, risk management.
  • Build lasting relationships through exceptional service, honest conversations, and proactive support.
  • Continue learning and developing your expertise with coaching, mentorship, and professional growth opportunities.

Responsibilities

  • Meet with individuals, families, and business owners to understand their goals and dreams.
  • Create customized financial strategies to build, protect, and grow wealth.
  • Guide clients through retirement planning, insurance solutions, investment strategies, risk management.
  • Become a trusted advisor clients can count on through every stage of life.
  • Build lasting relationships through exceptional service, honest conversations, and proactive support.
  • Continue learning and developing your expertise with coaching, mentorship, and professional growth opportunities.

Skills

Relationship-building
Communication skills
Problem solving
Self-motivated
Team collaboration

Job description

Help people build lives they love-not just portfolios.

At Guardian Kansas City, we believe financial planning is about more than dollars and cents. It's about helping people buy their first home, send kids to college, retire with confidence, grow businesses, and create lasting legacies.

We're looking for an Associate Financial Representative who loves building relationships, solving problems, and making a real impact. If you're naturally curious, driven to succeed, and energized by helping others achieve their goals, we'd love to meet you.

What You'll Do

No two days are exactly the same, but you can expect to:

  • Meet with individuals, families, and business owners to understand their goals and dreams.
  • Create customized financial strategies that help clients build, protect, and grow their wealth.
  • Guide clients through retirement planning, insurance solutions, investment strategies, risk management, and wealth accumulation.
  • Become a trusted advisor clients can count on through every stage of life.
  • Build lasting relationships through exceptional service, honest conversations, and proactive support.
  • Continue learning and developing your expertise with coaching, mentorship, and professional growth opportunities.
Who You Are

You might be a great fit if you:

  • Love connecting with people and building meaningful relationships.
  • Enjoy solving complex problems and finding creative solutions.
  • Are self-motivated, goal-oriented, and excited by the opportunity to grow.
  • Have strong communication skills and a genuine desire to help others succeed.
  • Thrive in a collaborative, positive, and high-performing environment.
  • Are excited about building a rewarding career with unlimited potential.
Why Guardian Kansas City?

Because this is more than a job-it's an opportunity to make a difference.

Here you'll find:

  • A collaborative team that wants to see you succeed.
  • Mentorship from experienced financial professionals.
  • Ongoing training and professional development.
  • Opportunities for career advancement and long‑term growth.
  • The chance to positively impact the financial futures of your clients and your community.
The Bottom Line

If you're looking for a career where your work has purpose, your relationships matter, and your success grows alongside your clients', we'd love to talk.

  • Join Guardian Kansas City and help people build financial confidence-one conversation at a time.
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