Financial Representative Professional
Sunrise Financial Network is seeking individuals to join the Guardian Life Network as Financial Representatives. The role involves helping clients achieve their financial goals through personalized strategies and maintaining long-term relationships with them.
Responsibilities
- Working with clients to understand their goals, concerns, and current financial information
- Analyzing information to create a strategy with appropriate products and services
- Developing and maintaining a base of clients who value your input and guidance
- Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years
Skills
- Must be a US citizen or authorized to work in the United States
- Obtain appropriate insurance licensing
- Bachelor's Degree
- A passion for helping others and making a positive impact in your community
- An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms
- A lifelong learner mentality with a desire to continue growing professionally
- Self‐motivation, a confident personality, high integrity, and a strong desire to succeed
Benefits
- Defined Benefit Plan
- 401(k) with Match and Roth options
- Health and dental insurance
- Tuition reimbursement
- Continuing education opportunities
Company Overview