Here is the generated job description:
Financial Representative
Location: Sunrise, Florida
Company: Sunrise Financial Network, Agency of Guardian Life
Job Summary:
At Sunrise Financial Network, Agency of Guardian Life, we have the client-and only the client-in mind. Our mission is to get to know and understand your needs, wants, and financial goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
Job Description:
We are seeking a self-motivated individual with an entrepreneurial spirit to join our team as a Financial Representative. As a Field 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.
Responsibilities:
• Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What We Offer:
• Development and training - locally, virtually, and nationally - to support you as you build your practice with us.
• Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
• Mentorship and joint-work opportunities.
• A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Requirements:
• Must be a US citizen or authorized to work in the United States
• Obtain appropriate insurance licensing
Who We Are:
Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and wellbeing in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss.
Take the first step toward a career that empowers you and the clients you serve!
Financial Representative • Sunrise, FL
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