Senior Client Outreach Specialist

| Bethlehem, PA, USA
Employer Provided Salary: 66,130-108,640 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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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


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.


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].

More Information on Guardian Life
Guardian Life operates in the Financial Services industry. The company is located in New York, NY. Guardian Life was founded in 1860. It has 8709 total employees. To see all 35 open jobs at Guardian Life, click here.
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