Financial Representative

Guardian Kansas City; Overland Park (KS); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A financial services company in Overland Park is seeking a Financial Representative to assist clients with financial goals including investments and insurance. Responsibilities include prospecting new clients and maintaining relationships. Ideal candidates have strong communication skills and a relevant bachelor’s degree. This full-time hybrid role offers flexibility in work location.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Bachelor’s degree in Finance, Economics, Business, or a related field.

Responsibilities

• Financial planning, insurance, retirement planning, and investments.
• Building and maintaining client relationships.
• Prospecting new clients and expanding the client base.
• Staying updated on industry trends and products.

Skills

Financial Planning

Retirement Planning

Insurance Knowledge

Investment Knowledge

Analytical Skills

Communication Skills

Interpersonal Skills

Teamwork

Independent work

Education

Bachelor’s degree in Finance, Economics, Business, or a related field

Job description

Job Summary: As a Financial Representative, you will help individuals and families achieve their financial goals by providing guidance on investments, insurance, and long-term financial planning. You will build relationships with clients, assess their financial needs, and offer tailored solutions to help them secure their financial future. This role involves prospecting new clients, maintaining ongoing client relationships, and staying informed about industry trends and products. Success in this position requires strong communication skills, a client-focused mindset, and a drive to continuously grow your practice.

Responsibilities:

• Financial planning, insurance, retirement planning, and investments
• Building and maintaining client relationships
• Prospecting new clients and expanding the client base
• Staying updated on industry trends and products

Qualifications:

• Financial Planning and Retirement Planning skills
• Knowledge of Insurance and Investments
• Experience in finance or related industries
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor’s degree in Finance, Economics, Business, or a related field

This is a full-time hybrid role for a Financial Representative at Guardian Life, located in Overland Park, KS, with some remote work flexibility.