Case Consultant - Financial Planning Sales Support

Are you someone who enjoys financial planning and has realized your ideal position is supporting advisors? The Living Balance Sheet® (LBS) team is seeking a Case Consultant Specialist to help our financial professionals learn and use our proprietary planning platform, LBS, to serve clients.

You will provide coaching on financial planning conversations, including protection, cash flow and wealth management conversations.

You are

A strong communicator who enjoys coaching and training others 1-on-1 or small groups and is comfortable working virtually.

An educator at heart who is drawn to the impact holistic financial planning can have on clients and advisors, with experience implementing or designing financial plans that encompass both protection and wealth management solutions.

Proactive in nature, eager to uncover ways and opportunities you can help others.

You will

• Provide outstanding case consultations and planning support to subscribers of our financial planning software, LBS, helping them effectively leveraging planning tools and narratives that will move clients to action
• Coach Guardian Financial Professionals on how to effectively implement our LBS client planning process, including protection and wealth management
• Host trainings for groups of advisors and leaders on LBS
• Proactively engage segments of LBS subscribers, adding value to their practices and driving business results
• Be a collaborative team member

You have

• 3+ years in financial services, including experience in sales or sales support functions
• A solid understanding of and experience related to how insurance and wealth management solutions are part of a comprehensive client recommendation
• The ability to educate and coach financial professionals so they can effectively communicate planning recommendations to clients and prospects
• Strong communication skills, both written and verbal
• Solid analytical skills
• Enthusiasm for the work you do
• Proficient in Microsoft office suite
• Time management skills to maximize your impact and reach
• College degree or equivalent

Salary Range

$82,660.00 - $135,805.00

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

Equity & Inclusion

Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups :

• Employee Resource Groups :
• Colleague Connection Committees
• Community Involvement Committees

A culture that encourages colleagues to bring their authentic selves to work

• Voluntary self-ID
• Pronunciation and phonetic spelling of names

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 applicant [email protected].

Current Guardian Colleagues : Please apply through the internal Jobs Hub in Workday.