Financial Representative

Opchamber; Overland Park, Northern (KS, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Guardian Kansas City is seeking a Financial Representative to help clients align their financial goals with comprehensive planning and risk management. You will guide clients through planning for major life events, retirement, and wealth protection while building lasting relationships.

The role emphasizes personalized strategies, clear communication, and a client-centric approach to empower informed financial decisions.

Qualifications

• Experience in financial planning, insurance, or a related field.
• Strong communication skills to simplify complex financial concepts.
• Ability to network and grow a client base through referrals.

Responsibilities

• Engage with clients to understand financial goals.
• Develop personalized strategies for life events and wealth growth.
• Guide clients through retirement planning and risk management.
• Provide advice on insurance solutions to protect assets and loved ones.
• Build long-term relationships and act as a trusted advisor.

Skills

Financial planning

Insurance knowledge

Relationship building

Communication skills

Networking

Regulatory compliance

Tools

Planning tools

CRM software

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.

• 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.
• 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.

The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.