Impactful Financial Advisor & Planner

Guardian Life; Austin (TX); Presencial; USD 50.000 - 80.000; Jornada completa

Descripción de la vacante

Guardian Life is seeking a motivated Financial Representative to help individuals and businesses access financial products and services to protect their financial futures. You will work with clients to understand goals and provide ongoing guidance, with opportunity for growth and strong earning potential.

As part of Guardian Life’s team, you’ll receive training, resources, and support to build a robust client base and long-term relationships within your community.

Formación

• US citizen or permanent resident required.

Responsabilidades

• 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.

Conocimientos

Client relationship management

Financial product knowledge

Needs analysis

Networking

Herramientas

CRM software

Financial planning software

Descripción del empleo

Guardian Life is seeking a motivated Financial Representative to help individuals and businesses access financial products and services to protect their financial futures. You will work with clients to understand goals and provide ongoing guidance, with opportunity for growth and strong earning potential.

As part of Guardian Life’s team, you’ll receive training, resources, and support to build a robust client base and long-term relationships within your community.