What are the responsibilities and job description for the Financial Representative position at The Producer's Group?
About us
As a mutual company, Guardian is guided by the needs of our policyholders, who have trusted us through challenging times for 160 years — through the pandemic of 1918, the Great Depression, other recessions, and Superstorm Sandy in 2012. We are built for this type of situation, and we are prepared. Our well-diversified balance sheet, business model, and investment strategy reinforces our strength and stability in times of market turbulence and uncertainty. Our success and our commitment to fulfill all our promises to our policyholders is the guiding force behind our decision-making processes — it’s the bedrock of who we are as a mutual company, and as a member of The Guardian Network®, you become a part of that.
Responsibilities:
- Handle customer complaints and other issues that crop up in the office or on the phone.
- Shadow existing financial representatives
- Know how to operate office equipment such as copiers, computers, printers, and fax machines.
- Develop strategies for attracting new clients.
You won’t be pushing pencils here. This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future and allows you to earn commissions on sales you make throughout your internship.
For the right person, a career as a Financial Representative with The Guardian Network allows you to experience entrepreneurship with support and make a difference in peoples’ lives while achieving your own professional and financial goals.
Through our internship program, you’ll be doing the day-to-day work of a financial professional, with guidance and mentorship in developing the skills necessary to build a thriving business. Plus, you’ll have a foundation that allows for a fast start should you decide to pursue this path full-time.
This is a fantastic opportunity for an individual seeking a long-term career and interested in pursuing an extensive wealth management license. The successful candidate for this position will provide the highest level of service to our clients and help them create the best possible financial security for the future. The ideal candidate will have a strong work ethic, integrity, and be extremely dedicated to our clients' best interests.
Job Types: Full-time, Part-time, Internship
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Work Location: In person