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Internal Wholesaler

3 months ago

New York, New York, United States Guardian Life Insurance Company Full time

Park Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products.

Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being.

The Internal Wholesaler is an integral part of Park Avenue Securities (PAS).

Reporting to the Senior High Net Worth Consultant, this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the countryYou areSelf-motivated and can adapt to a fast moving and dynamic environment.

Able to handle several responsibilities, working with the rest of Park Avenue Securities, Advisors, General Agents and Sponsor PartnersAble to gain trust and respect of multiple contingent internal and external partners.

An established sales person, who can deliver complex concepts in a concise easy to understand mannerProven teammate with a strong collaborative orientation; proven ability to build strong relationshipsExceptional communicator with advisors, general agents and internal partnersYou will Be responsible for driving sales across the suite of HNW solutions available on the Park Avenue platform.

Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and investment management.

Partner with FRs on case design, strategy, and implementation for client portfoliosDeliver presentations at the individual, regional and national level to promote Park Avenue platform for the HNW marketPartner with research and due diligence team for review and strategy of portfolio analysis.

Maintain activity and KPIs through consistent and timely activity tracking.

Closely worth with regional wealth management teams to identify HNW opportunities within each regionYou have Experience wholesaling wealth management, preferably advisory and/or alternative investmentsSeries 7 and 65/66 required; CIMA, CPWA or CAIA encouragedStrong relationship and consultative management skillsExcellent 'live' presentation skills, articulate, polite, confident, able to build relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel.

Location This is a primarily remote position with occasional travel to an office as neededBase Salary - $60,000Incentive Comp Target - $60,000Estimated Total Comp - $120,000Our PromiseAt Guardian, you'll have the support and flexibility to achieve your professional and personal goals.

Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-BeingAs part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefitsDental planVision planHealth care accounts - flexible spending, health reimbursement, and health savings accountsCritical illness insuranceLife and Disability Insurance Company-paid Life and Disability insurance plus voluntary supplemental coverageAccident insuranceRetirement and Financial 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicableComplimentary 1:1 financial guidance with a licensed Fidelity representativeTime Off and Remote Work Flexible work arrangements (part in-person/part remote)Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavementPersonal holidays for colleagues to use in recognition of religious, cultural, or civic daysPaid parental leave and paid family and medical leave policiesEmotional Well-being and Work-Life Emotional well-being, mental health, and work/life resources powered by Spring HealthWellness programs, including fitness program and equipment reimbursementChild, adult, and elder back-up care support through Bright HorizonsAdoption assistanceCollege planningTuition reimbursementStudent loan assistanceCommuter benefits in select metropolitan areasBenefits apply to full-time eligible employees.

Interns are not eligible for most Company benefits.
Equal Employment OpportunityGuardian is an equal opportunity employer.

All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact