As a Financial Representative you will work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Whether you are an experienced financial professional looking for additional support and resources in growing your business, or an aspiring advisor seeking mentorship and support in creating your business, our Business Development Team has developed a robust mentorship and development program to help you achieve your goals.
What you'll be doing... • Develop and maintain relationships with clients. Work to understand their goals, concerns, and current financial information.
-Analyze information to create a plan with appropriate strategies, products, and services.
-Manage clients' financial plans to ensure they are consistently aligned with their goals throughout the years.
Provided Support...
-Mentorship and Training by our Business Development Team. An intensive 90-day "Career Launch" program to get you up and running quickly, followed by ongoing training and development for your first five years (and beyond).
-Guardian sponsored (and Planning Alliance enhanced) Foundations and Foundations for Wealth Management programs. Foundations is a 90-day blended learning program that helps new advisors get off to a fast start. The conclusion of the program takes place in Dallas, Texas where Guardian Life advisors from all over the country come together and complete their business-building training.
-Weekly and Monthly team trainings, such as weekly concept and language building study groups, role playing exercises, and activity management coaching.
-Financial support and no-cost study materials for Life and Health Insurance Licensing, SIE, Series 66 and Series 7 exams.
Our Core Values... • Mutual Respect - We want clients to advocate for themselves. We also know the process can vary for each client. As a team member, you'll understand how to engage and empathize with clients while drawing on knowledge that breaks through the noise with clarity of purpose to build better financial futures. • Doing the Right Thing - We invite constructive and productive conversations across our firm and with our clients. Feedback can be difficult, and it is integral to your continued growth and development. • Community Involvement - We believe in building community through philanthropy. Team members answer the call of charitable service by partnering with nationally recognized non-profits, including but not limited to United Way and Habitat for Humanity.
Basic Qualifications: • Must be a US citizen or permanent resident. • Securities Licensed: SIE, Series 7 & 66 (or willing to become)
-Life & Health Insurance Producer licensed (or willing to become) • You are a self?motivated individual with a confident personality, strong work ethic, high integrity, and passion for succeeding. • You desire to help others achieve their goals and dreams through cultivating long-term relationships. • You are ambitious, entrepreneurial, and looking for career growth and development.
Benefits: • A competitive benefits package, including defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
-Various growth opportunities. • Flexibility and autonomy in your life and career. • Mentorship and joint-work opportunities. • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.