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Wealth Management Specialist
Guardian Life
Jefferson City, MO (Onsite)
Full-Time
The Wealth Management Specialist will lead growth, advisory development, and business development initiatives for Park Avenue Securities in the Mid-Atlantic region.
**You Are**
A seasoned sales professional with core proficiencies in wealth management, products & solutions, territory management, point of sale support, and advisor education & support.
**You Will**
+ Lead the sales effort for Park Avenue in the region resulting in continued and outsized growth in revenue, sales, and advisor penetration
+ Day-to day tactical focus on the region's Tier 1 agencies, General Agents, and Top 75 producers
+ Lead the business development focus of the regions 2 wealth management associates
+ Coordinate the region's activities with outside partners
+ Support and work closely with the region's Investment Specialists
+ Deliver case design, strategy, competitive intelligence, pricing, and point-of sale-support on large and complex cases
+ Align the Regional Business Development team with internal partners throughout Guardian to include Life, Di and GIAC Wholesalers, RVPs, and DVPs
+ Lead the regional BD team's introduction of new PAS products and services
+ Articulate the PAS value proposition to General Agents, FRS and to experienced Wealth Management recruits
+ Drive the on-platform PAS experience
+ Lead the execution, and follow-up for PAS training
+ " Speak for" and model the Park Avenue Four Step Wealth Management Process
+ Deliver PAS training curriculum at national conferences and at the local level
+ Provide sales leadership, and direction to PAS wealth management associates in the Mid-Atlantic region
**You Have**
+ Strong sense of self-motivation, teamwork, and commitment
+ Bachelor's Degree
+ 10 years of territory sales management experience
+ 10 years of experience marketing, selling, and positioning wealth management solutions to include advisory, annuities, structured notes, alternative investments, etc....
**Preferred**
+ CIMA designation
+ RICP designation
+ CPWA designation
**Travel**
+ 80% travel to different Guardian agencies in the Mid-Atlantic
**Salary Range**
$100,000
?
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At 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-Being**
As 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 benefits
+ Dental plan
+ Vision plan
+ Health care accounts - flexible spending, health reimbursement, and health savings accounts
+ Critical illness insurance
**Life and Disability Insurance**
+ Company-paid Life and Disability insurance plus voluntary supplemental coverage
+ Accident insurance
**Retirement 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 applicable
+ Complimentary 1:1 financial guidance with a licensed Fidelity representative
**Time 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 bereavement
+ Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
+ Paid parental leave and paid family and medical leave policies
**Emotional Well-being and Work-Life**
+ Emotional well-being, mental health, and work/life resources powered by Spring Health
+ Wellness programs, including fitness program and equipment reimbursement
+ Child, adult, and elder back-up care support through Bright Horizons
+ Adoption assistance
+ College planning
+ Tuition reimbursement
+ Student loan assistance
+ Commuter benefits in select metropolitan areas
**Justice, Equity, Diversity & Inclusion (J.E.D.I.)**
+ Employee Resource Groups that advocate for inclusion and diversity
+ J.E.D.I. certification and training programs
+ Matching gifts/volunteering
_Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian 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.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. 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 [ Email address blocked ] - Click here to apply to Wealth Management Specialist .
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
**You Are**
A seasoned sales professional with core proficiencies in wealth management, products & solutions, territory management, point of sale support, and advisor education & support.
**You Will**
+ Lead the sales effort for Park Avenue in the region resulting in continued and outsized growth in revenue, sales, and advisor penetration
+ Day-to day tactical focus on the region's Tier 1 agencies, General Agents, and Top 75 producers
+ Lead the business development focus of the regions 2 wealth management associates
+ Coordinate the region's activities with outside partners
+ Support and work closely with the region's Investment Specialists
+ Deliver case design, strategy, competitive intelligence, pricing, and point-of sale-support on large and complex cases
+ Align the Regional Business Development team with internal partners throughout Guardian to include Life, Di and GIAC Wholesalers, RVPs, and DVPs
+ Lead the regional BD team's introduction of new PAS products and services
+ Articulate the PAS value proposition to General Agents, FRS and to experienced Wealth Management recruits
+ Drive the on-platform PAS experience
+ Lead the execution, and follow-up for PAS training
+ " Speak for" and model the Park Avenue Four Step Wealth Management Process
+ Deliver PAS training curriculum at national conferences and at the local level
+ Provide sales leadership, and direction to PAS wealth management associates in the Mid-Atlantic region
**You Have**
+ Strong sense of self-motivation, teamwork, and commitment
+ Bachelor's Degree
+ 10 years of territory sales management experience
+ 10 years of experience marketing, selling, and positioning wealth management solutions to include advisory, annuities, structured notes, alternative investments, etc....
**Preferred**
+ CIMA designation
+ RICP designation
+ CPWA designation
**Travel**
+ 80% travel to different Guardian agencies in the Mid-Atlantic
**Salary Range**
$100,000
?
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At 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-Being**
As 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 benefits
+ Dental plan
+ Vision plan
+ Health care accounts - flexible spending, health reimbursement, and health savings accounts
+ Critical illness insurance
**Life and Disability Insurance**
+ Company-paid Life and Disability insurance plus voluntary supplemental coverage
+ Accident insurance
**Retirement 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 applicable
+ Complimentary 1:1 financial guidance with a licensed Fidelity representative
**Time 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 bereavement
+ Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
+ Paid parental leave and paid family and medical leave policies
**Emotional Well-being and Work-Life**
+ Emotional well-being, mental health, and work/life resources powered by Spring Health
+ Wellness programs, including fitness program and equipment reimbursement
+ Child, adult, and elder back-up care support through Bright Horizons
+ Adoption assistance
+ College planning
+ Tuition reimbursement
+ Student loan assistance
+ Commuter benefits in select metropolitan areas
**Justice, Equity, Diversity & Inclusion (J.E.D.I.)**
+ Employee Resource Groups that advocate for inclusion and diversity
+ J.E.D.I. certification and training programs
+ Matching gifts/volunteering
_Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian 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.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. 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 [ Email address blocked ] - Click here to apply to Wealth Management Specialist .
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
Recommended Skills
- Annuities
- Business Development
- Competitive Intelligence
- Consulting
- Customer Value Proposition
- Investments
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