Financial Services Representative

3 days ago

TX United States Guardian Austin Full time
Job Opportunity

Guardian Austin is seeking a motivated individual to fill the role of Financial Representative. As a Financial Representative, you will collaborate with individuals and businesses in the Austin area, offering them access to financial services and products that safeguard their assets, enhance their financial awareness, and foster wealth creation for the future.

This is an excellent opportunity for a self-motivated individual with a dynamic personality, a strong work ethic, high integrity, and a passion for succeeding. You will have the opportunity to develop long-term relationships with clients, help them achieve their goals and dreams, and enjoy prospects for personal and professional growth.

Responsibilities
  • Work with clients to understand their financial goals, concerns, and current financial information.
  • Analyze information to create a strategy with appropriate financial 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.
Requirements
  • Must be a US citizen or permanent resident.
  • A four-year college degree.
  • Obtain appropriate insurance licensing.
  • 3 years of professional sales experience preferred.
About Guardian Austin

We are a forward-thinking comprehensive planning firm, establishing a presence in the Austin and Houston, Texas areas with a client-first approach to financial planning.

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