Financial Representative
5 months ago
The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.
As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.
We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.
What you’ll be doing
- 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.
Requirements
- Must be a US citizen or permanent resident
- A four‐year college degree
Preferred Qualities
- Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
- Desire to help others achieve financial success through planning and protection
- Driven to win and seeking a high-income potential opportunity
- An interest in building markets through connections and experiences to cultivate long term relationships
About Guardian
A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.
About Park Avenue Securities LLC
Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier – when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you’re able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You’re also in a prime position to enter new markets you hadn’t before considered.
As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.
-
Financial Services Representative
2 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...
-
Financial Services Representative
4 days ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...
-
Financial Services Representative
1 week ago
Chicago, Illinois, United States OneMain Financial Full timeAbout the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...
-
Associate Financial Services Representative
1 week ago
Chicago, Illinois, United States BMO Financial Group Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Associate Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...
-
Financial Services Liaison
2 weeks ago
Chicago, Illinois, United States Chicago Financial Search Full timeJob Title: Client Services RepresentativeAre you a seasoned professional with experience in managing the full financial services institutional client lifecycle? Do you have expertise in building client relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at a premier financial...
-
Financial Operations Coordinator
1 month ago
Chicago, Illinois, United States PEB FINANCIAL SERVICES Full timeJob SummaryWe are seeking a highly organized and detail-oriented individual to join our team as an Office Manager. In this role, you will be responsible for providing administrative support to our financial advisors and ensuring the smooth operation of our office.Key ResponsibilitiesData Preparation: Prepare data and sales materials for meetings with...
-
Financial Services Liaison
4 weeks ago
Chicago, Illinois, United States Chicago Financial Search Full timeClient Services RepresentativeAre you a seasoned professional with experience managing the full lifecycle of institutional clients in the Financial Services industry? Do you have a proven track record of building strong relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at a premier...
-
Financial Services Liaison
4 weeks ago
Chicago, Illinois, United States Chicago Financial Search Full timeClient Services RepresentativeAre you a seasoned professional with experience managing the full lifecycle of institutional clients in the Financial Services industry? Do you have a proven track record of building strong relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at Chicago...
-
Financial Services Liaison
4 weeks ago
Chicago, Illinois, United States Chicago Financial Search Full timeClient Services RepresentativeWe are seeking a highly skilled Client Services Representative to join our team at Chicago Financial Search. As a key member of our team, you will be responsible for managing the full institutional client lifecycle, building strong relationships with key decision-makers, and ensuring compliance with regulatory requirements.Key...
-
Financial Advisor
1 week ago
chicago, United States Lakeshore Financial Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...
-
Financial Advisor
2 weeks ago
Chicago, United States Lakeshore Financial Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...
-
Financial Advisor
2 weeks ago
chicago, United States Lakeshore Financial Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States US Marketing Group Inc Full timeJob OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Financial Representative. As a licensed agent, you will have the opportunity to work with clients and help them achieve their financial goals.Our company, US Marketing Group Inc, has been in business for over 20 years, providing support and guidance to agents...
-
Financial Professional
2 days ago
Chicago, Illinois, United States Voya Financial Advisors Inc Full timeSeeking a Financial Professional for Defined Contribution PlansVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution & defined benefit business. We are currently seeking a Financial Professional to join our team in the greater Chicago area to work with plan sponsor relationships. This position will be responsible...
-
Financial Representative Trainee
4 days ago
Chicago, Illinois, United States Mutual of Omaha Full timeFinancial Representative TraineeAre you looking to launch a successful career in the financial services industry? We're seeking motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a sustainable,...
-
Client Services Representative
4 weeks ago
Chicago, United States Chicago Financial Search Full timeClient Services Representative Are you a Client Services professional with experience managing the full Financial Services institutional client lifecycle? Do you have expertise with building client relationships and acting as a customer advocate? The client is a premier Financial Services firm providing a broad range of services in the Financial markets....
-
Client Services Representative
1 month ago
Chicago, United States Chicago Financial Search Full timeClient Services Representative Are you a Client Services professional with experience managing the full Financial Services institutional client lifecycle? Do you have expertise with building client relationships and acting as a customer advocate? The client is a premier Financial Services firm providing a broad range of services in the Financial markets....
-
Sales Representative
1 month ago
Chicago, Illinois, United States Watson Dwyer Inc. Full timeJoin Our Team as a Sales Representative in Financial ServicesWe are a leading investment company seeking a talented Sales Representative to join our team. As a Sales Representative, you will play a crucial role in growing our client base by setting appointments with potential investors and attending seminars and events to learn more about our financial...
-
Consumer Loan Sales Representative
2 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeEmpower Customers with Access to Affordable FinancingAt OneMain Financial, we're committed to providing customers with friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering customers by listening to their needs and providing personalized financial solutions.Key...