Do you have the desire to be part of a collaborative & motivated team? Is a culture where "People Count" and "We do the Right Thing" and "We Hold Ourselves to Very High Standards" important to you? If so, Guardian Life Insurance Company is actively seeking a hard-working, driven and self-motivated individual to join our Client Outreach team.
As a Senior Client Outreach Specialist, you will partner with Guardian General Agencies to help drive referrals and improve the customer experience through proactive outreach to existing clients. You will also work to test our new client retention and lead generation efforts!
You are
Excited by the idea of joining our excellent culture at Guardian!
A strong communicator who can break down complex concepts into simple language
Skilled at relationship management
Able to balance multiple projects and meet deadlines
Highly energized, motivated self-starter with critical thinking skills
You will
Partner with General Agencies and Financial Representatives to:
Uncover policy issues and provide problem resolution
Identify potential sales and planning opportunities
Deliver high level of support to clients and prospects
Collaborate with General Agents, Financial Representatives, and staff members to help drive sales and service clients
Service Park Avenue Securities accounts including brokerage and advisory
Participate in Lead Generation efforts
Handle inbound service calls
You have
5+ years life insurance and/or wealth management sales and support experience
Strong insurance, retirement and/or wealth management knowledge
Series 7, 66 or 65 and 63
Life and Health Licenses
College Degree or relevant work experience
Excellent analytical, verbal and written communication skills, with strong sense of accountability
Must be able to work independently and as part of a team
Ability to work remotely with access to high-speed internet services
Fluent in Spanish a plus
Location
Bethlehem PA, Homdel, NJ or Pittsfield MA
Salary Range
$66,130.00 - $108,640.00
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
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.
Accommodations
Guardian 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 ******.
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