Financial Representative

GUARDIAN KANSAS CITY AGENCY; Overland Park (KS); On-site; USD 60,000 - 90,000; Full time

Job summary

Guardian Kansas City Agency is seeking a Financial Representative in Overland Park, KS to help individuals and families meet their financial goals. You will meet with clients to assess needs, craft personalized strategies, and guide decisions across retirement planning and insurance to protect assets.

Join a team focused on building lasting client relationships, clear communication, and evolving wealth strategies with modern planning tools.

Qualifications

• Experience in financial planning, insurance, or related field.
• Ability to build genuine client relationships as a trusted advisor.
• Proven track record of setting and achieving ambitious goals.
• Strong communication to simplify complex financial concepts.
• Ability to network, cultivate referrals, and expand client base.
• Commitment to ethics and regulatory compliance.
• Proficiency with modern planning tools to enhance client relationships.

Responsibilities

• Engage with clients to understand their unique financial goals.
• Develop personalized financial strategies aligned with life stages.
• Guide clients through retirement planning for peace of mind.
• Provide expert advice on insurance solutions protecting assets.
• Build long-term relationships as a trusted advisor.
• Collaborate with colleagues to share insights and strategies.
• Stay informed about industry trends and regulations.

Skills

Financial planning

Client relationships

Goal setting

Communication

Networking

Ethics & compliance

Tech savvy planning tools

Job description

At Guardian Kansas City, we're dedicated to empowering individuals, families, and businesses by integrating their financial goals into a unified strategy. As a Financial Representative, you won't just manage portfolios; you'll help people realize dreams like buying their first home, sending kids to college, and retiring with confidence. You'll have the opportunity to build lasting relationships and make a real impact, guiding clients through customized financial strategies that protect and grow their wealth.

We're seeking individuals who are naturally curious, driven to succeed, and passionate about making a difference. In this role, you'll meet with clients to understand their goals, provide expert guidance on retirement planning and insurance solutions, and become a trusted advisor at every stage of their lives. You'll thrive in a collaborative environment that encourages professional growth and offers mentorship from seasoned financial experts. If you're ready to build a rewarding career with unlimited potential and contribute to the financial well-being of others, let's talk about how you can join our team.

Qualifications

• Experience in financial planning, insurance, or a related field, with a strong understanding of financial products and services.
• Ability to build and maintain genuine relationships with clients, acting as a trusted advisor for their financial decisions.
• Proven track record of setting and achieving ambitious goals, demonstrating a results-driven mindset.
• Strong communication skills to simplify complex financial concepts and empower clients to make informed decisions.
• Ability to network effectively, cultivate referrals, and expand your client base through community engagement.
• Commitment to ethical standards and regulatory compliance, ensuring the highest level of professionalism in all interactions.
• Proficiency in using modern technology and planning tools to enhance client relationships and streamline processes.

Responsibilities

• Engage with clients to understand their unique financial goals and aspirations.
• Develop personalized financial strategies that align with clients' life stages and objectives.
• Guide clients through the complexities of retirement planning, ensuring peace of mind for their future.
• Provide expert advice on insurance solutions that protect clients' assets and loved ones.
• Build and nurture long-term relationships, becoming a trusted advisor in clients' financial journeys.
• Collaborate with colleagues to share insights and strategies, fostering a supportive team environment.
• Stay informed about industry trends and regulations to offer clients the most current advice and solutions.