About this role
Guardian Life is expanding their team and looking for a motivated individual to join them as a Financial Representative. In this role, you will help individuals and businesses access financial products and services to protect their financial futures while developing long-term client relationships.
Responsibilities:
- 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