Financial Representative

GUARDIAN KANSAS CITY AGENCY; Overland Park (KS); On-site; USD 55,000 - 85,000; Full time

Job summary

Guardian Kansas City Agency seeks a Financial Representative to guide individuals, families, and businesses toward their financial goals through personalized planning and advisory services.

You will build lasting client relationships, educate on retirement planning and insurance solutions, and collaborate with a team of experts to develop comprehensive financial strategies. The role emphasizes mentorship, growth, and client-focused outcomes.

Qualifications

• Experience in financial planning or related field.
• Strong client relationships through effective communication and personalized service.
• Proven track record of developing tailored financial strategies aligned with clients' life goals.
• Strong analytical skills to review portfolios and adjust plans.
• Stays informed about industry trends and regulatory changes.
• Experience collaborating with team members to deliver financial solutions.
• Proficiency in using innovative tools and resources to engage clients.

Responsibilities

• Develop and maintain relationships with clients by understanding their financial needs.
• Guide clients in creating personalized financial strategies matching life goals.
• Educate clients on financial products to support informed decisions.
• Collaborate with teammates to deliver comprehensive financial solutions.
• Regularly review client portfolios to ensure alignment with evolving goals.
• Stay informed on industry trends and regulatory changes to provide up-to-date advice.

Skills

Financial planning

Client relationships

Strategic finance

Analytical skills

Industry/regulatory knowledge

Team collaboration

Tech tools proficiency

Tools

CRM software

Job description

Join us at Guardian Kansas City as a Financial Representative, where you’ll make a tangible impact on the lives of individuals, families, and businesses by helping them achieve their financial dreams. In this role, you’ll empower clients by guiding them through major milestones, like buying a home or planning for retirement, while protecting and growing their wealth. You’ll have the opportunity to build meaningful relationships by crafting personalized financial strategies and becoming a trusted advisor throughout their financial journey. Our team thrives on collaboration and innovation, offering mentorship from seasoned financial experts to support your professional growth.

We’re excited to welcome curious, passionate individuals who want to make a difference. You’ll meet with clients, understand their financial goals, and provide expert advice on retirement planning and insurance solutions. Guardian Kansas City is committed to fostering a culture of growth and development, ensuring you have the resources and support needed to succeed. If you’re ready to build a rewarding career and contribute to the financial well-being of others, let’s discuss how you can become an integral part of our team.

Qualifications

• Experience in financial planning or a related field, with a strong understanding of financial products and services.
• Ability to build and maintain strong client relationships through effective communication and personalized service.
• Proven track record of developing tailored financial strategies that align with clients' life goals.
• Strong analytical skills to conduct regular reviews of client portfolios and ensure alignment with evolving financial objectives.
• Ability to stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Experience collaborating with team members to deliver comprehensive financial solutions.
• Proficiency in using innovative tools and resources to enhance client engagement and streamline processes.

Responsibilities

• Develop and maintain strong relationships with clients by understanding their unique financial needs and goals.
• Guide clients through the process of creating personalized financial strategies that align with their life objectives.
• Educate clients on a variety of financial products and services, ensuring they make informed decisions.
• Collaborate with team members to deliver comprehensive financial solutions that meet client expectations.
• Conduct regular reviews of client portfolios to ensure alignment with their evolving financial goals.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice and solutions.
• Utilize innovative tools and resources to enhance client engagement and streamline financial planning processes.