Financial Representative

GUARDIAN KANSAS CITY AGENCY; Overland Park (KS); On-site; USD 55,000 - 75,000; Full time

Job summary

Guardian Kansas City Agency is seeking a Financial Representative to help individuals, families, and businesses shape their financial futures. You will meet with clients, assess goals, and craft tailored strategies for retirement planning and insurance, building trusted relationships.

In this collaborative role, you’ll receive mentorship, stay informed on industry trends, and guide clients through decisions with clear, personalized advice while growing the firm's client base.

Qualifications

• Experience in financial planning or a related field, with a focus on client engagement.
• Ability to develop and present customized financial strategies that align with client goals.
• Proven track record of building and maintaining long-term client relationships.
• Strong understanding of retirement planning and insurance solutions.
• Ability to collaborate effectively with team members to enhance service offerings.
• Keen interest in staying informed about industry trends and financial products.
• Excellent communication skills to guide clients through complex financial decisions.

Responsibilities

• Engage with clients to understand their unique financial goals and aspirations.
• Develop and present tailored financial strategies that align with clients' objectives.
• Guide clients through the complexities of retirement planning and insurance solutions.
• Build and maintain long-term relationships by providing ongoing support and advice.
• Collaborate with team members to enhance service offerings and client satisfaction.
• Stay informed about industry trends to offer clients the most current financial advice.
• Conduct regular reviews of clients' financial plans to ensure they remain on track to meet their goals.

Skills

Financial planning

Client engagement

Relationship building

Retirement planning

Insurance solutions

Industry awareness

Communication skills

Job description

At Guardian Kansas City, you’ll play a vital role in shaping the financial futures of individuals, families, and businesses. As a Financial Representative, you'll do more than manage portfolios; you'll empower clients to achieve milestones like buying their first home or enjoying a secure retirement. In this position, you’ll have the unique opportunity to build meaningful relationships while crafting personalized financial strategies that protect and grow wealth.

We’re looking for individuals who are naturally curious and passionate about making a difference. In this role, you’ll meet with clients to understand their goals, provide expert advice on retirement planning and insurance solutions, and become a trusted advisor throughout their financial journey. Our collaborative environment encourages professional growth, offering mentorship from experienced financial experts. If you're ready to build a rewarding career and contribute to the financial well-being of others, we’d love to discuss how you can become part of our team.

Qualifications

• Experience in financial planning or a related field, with a focus on client engagement.
• Ability to develop and present customized financial strategies that align with client goals.
• Proven track record of building and maintaining long-term client relationships.
• Strong understanding of retirement planning and insurance solutions.
• Ability to collaborate effectively with team members to enhance service offerings.
• Keen interest in staying informed about industry trends and financial products.
• Excellent communication skills to guide clients through complex financial decisions.

Responsibilities

• Engage with clients to understand their unique financial goals and aspirations.
• Develop and present tailored financial strategies that align with clients' objectives.
• Guide clients through the complexities of retirement planning and insurance solutions.
• Build and maintain long-term relationships by providing ongoing support and advice.
• Collaborate with team members to enhance service offerings and client satisfaction.
• Stay informed about industry trends to offer clients the most current financial advice.
• Conduct regular reviews of clients' financial plans to ensure they remain on track to meet their goals.