Financial Representative

Guardian; Village of Tarrytown (NY); Sur place; USD 40 000 - 90 000; Plein temps

Résumé du poste

Guardian is expanding its team and seeking a Financial Representative to help individuals and businesses access financial products and services. The role emphasizes planning for long-term financial futures and building lasting client relationships.

You will work with clients to understand goals, provide ongoing product information, and develop a base of clients who value guidance. The position offers opportunities for ongoing training and collaboration with an experienced team.

Qualifications

• Must be a US citizen or permanent resident.

Responsabilités

• Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
• Provide clients with information related to financial products and services on an ongoing basis.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial plans current and aligned with their goals.

Connaissances

Self-motivated

Strong work ethic

High integrity

Relationship building

People skills

Description du poste

The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.

As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.

We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.

We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.

What you’ll be doing

• Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
• Provide clients with information related to financial products and services on an ongoing basis.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial plans current and aligned with their goals.

Requirements

• Must be a US citizen or permanent resident

Preferred Qualities

• Self-motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
• Desire to help others achieve financial success through planning and protection
• Driven to win and seeking a high-income potential opportunity
• An interest in building markets through connections and experiences to cultivate long term relationships

About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.

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