Company Description
Guardian Life has been a trusted partner for over 160 years, providing stability and fiscal integrity to individuals, families, and business owners. Currently serving 29 million customers, Guardian focuses on helping people plan for their financial futures, protect their loved ones, and recover from unexpected circumstances. As a modern mutual insurance company, we are dedicated to creating value beyond dividends by fostering an inclusive culture and positively impacting communities. Guided by our core values of integrity, collaboration, and customer-centricity, we aim to protect what matters most to our clients and support our employees in shaping a better future.
Role Description
This is a full-time on-site position based in Sacramento, CA. As a Financial Representative, you will build and maintain relationships with clients to understand their financial goals and help them achieve financial security through tailored financial planning and insurance solutions. You will educate clients on a range of products, including retirement planning, investments, and insurance, and assist them in making informed decisions. The role involves business development, networking, and ensuring the highest level of service to meet client needs.
Qualifications
- Knowledge and skills in Financial Planning and Retirement Planning
- Experience with Insurance products and related financial solutions
- Understanding of Finance and Investments
- Strong interpersonal and communication skills to build and maintain relationships
- Proven ability to manage multiple clients and prioritize tasks effectively
- Relevant certifications and licenses such as FINRA Series 6, 7, or 63 are advantageous
- Bachelor’s degree in Finance, Business Administration, or a related field preferred
