Guardian/Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams.
The Annuity Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will have a deep understanding of the approved annuity platform and provide individual FRs annuity solutions for specific client situations leveraging their understanding of the available products via Park Avenue Securities.
You areSelf-motivated and can adapt to a fast moving and dynamic environment.
Able to handle several responsibilities, multiple phone calls and field interactions, yet be able to identify and focus on the most valued added phone support and use of time.
Someone who can take ownership of daily activities, balance reactive with proactive to maximize contribution.
Someone who embraces change, technology enhancements, new capabilities added to Park Avenue Securities.
Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Annuity opportunities), pre and post Wealth Management Consultant (WMC/AWMC) agency visit support, and deliver Annuity training to groups of FRs (and agency management) via Video Conference. This training can include not only products and solutions but cover the technologies and applications used (when such training & support is not offered by the vendor), and generic information covering the transacting of registered products.
Work closely with the WMC and AWMC, focusing on the overall growth of Wealth Management business in the agencies either within their assigned territories or nationally as required.
Analyze Annuity holdings, develop proposals, communicate investment product objectives.
Provide rate information as required, directing FRs to appropriate weblinks for such, etc.
Manage and develop sales territory with WMC and AWMC to drive growth of wealth management business, FR segmentation, tailored training to groups of FRs, sales concepts, and opportunity identification.
With WMC, implement and execute communications, sales, and growth plans within sales territory.
Help identify and communicate sales opportunities to registered FRs.
Act as a subject matter expert on Annuity products and technology platforms.
Conduct consultative and educational sales calls and presentations to registered FRs.
Document Field interactions in wholesaler CRM.
Strong advisor management skills.
Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, Variable Annuities, Fixed and Index Annuities, Stocks, Bonds, ETFs, 401k, etc.
Thorough knowledge of Wealth Management business, including GIAC Fixed Annuities.
Working knowledge of industry leading Money Managers (Blackrock, Fidelity, etc.).
Strong tech-skills including; MS Office, Webex or Skype, proposal software, CRM, etc.
Ability to support large case design and proposal.
Desire to drive results and sales growth.
Strong consultative skills.
Excellent organizational skills.
Good phone-based skills, articulate, polite, confident, able to establish relationships with the Field.
Experience in field training and presenting to small/large groups via Zoom/Teams.
Series 7 required (Must be obtained within 3 months of hire date)
Series 63/65 or 66; required
Professional designations such as CFP; AIF preferred
Life/Health insurance Licenses; preferred.
Salary Range
$60,000 - $67,500
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.
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. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. 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 [email protected].
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday
Similar Jobs
What We Do
Who we are Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss. As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs. What we stand for In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve. Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future. Disclosures: Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors. Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25
