Full-Time

Annuity Specialist

Posted on 1/14/2025

Guardian Life

Guardian Life

Provides life, disability, and dental insurance

Financial Services

Compensation Overview

$60k - $67.5kAnnually

+ Annual Compensation + Sales Incentive Compensation

Mid, Senior

Remote in USA

Central US; Limited travel, likely once per quarter.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking

You match the following Guardian Life's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Strong advisor management skills.
  • Ability to support large case design and proposal.
  • Desire to drive results and sales growth.
  • Broad-based industry and product knowledge.
  • Strong consultative skills.
  • Excellent organizational skills.
  • Bachelor’s degree or equivalent work experience required.
  • Series 7 required.
  • Series 63/65 or 66; required.
Responsibilities
  • Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field.
  • Provide large case support, FR book analysis and segmentation assistance.
  • Pre and post Wealth Management Consultant (WMC/AWMC) agency visit support.
  • Deliver Annuity training to groups of FRs (and agency management) via Video Conference.
  • Analyze Annuity holdings, develop proposals, communicate investment product objectives.
  • Provide rate information as required, directing FRs to appropriate weblinks for such.
  • Manage and develop sales territory with WMC and AWMC to drive growth of wealth management business.
  • 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.
Desired Qualifications
  • Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management).
  • Customer service cross-selling experience (introducing additional products and services on inbound service calls) a plus.
  • Experience in field training and presenting to small/large groups via Zoom/Teams a plus.
  • Professional designations such as CFP; AIF.
  • Life/Health insurance Licenses; preferred.
  • Strong tech-skills including; MS Office, Webex or Skype, proposal software, CRM, etc.
  • Netx360, Envestnet, Salesforce/SmartOffice, Albridge, Morningstar, and Factset a plus.

Guardian Life Insurance Company of America offers a variety of insurance and financial products aimed at providing financial security to individuals, families, and businesses. Their main offerings include life insurance, disability insurance, dental insurance, and annuities, which help protect clients against unexpected events and ensure a steady income stream, especially for retirees. Guardian's business model focuses on selling these insurance policies and annuities, generating revenue through premiums and investment income. What sets Guardian apart from its competitors is its strong reputation for reliability, as recognized by various organizations, and its commitment to equity and inclusion within its workforce and the communities it serves. The company's goal is to help clients safeguard their financial well-being while promoting diversity and supporting caregivers.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1860

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Uber Health enhances disability support and healthcare access.
  • Integration with Workday Wellness improves employee benefits experience and satisfaction.
  • Investment in Nayya positions Guardian at the forefront of digital transformation.

What critics are saying

  • Competition from tech-driven startups could erode Guardian's market share.
  • Digital-only insurers offering lower premiums may attract price-sensitive customers.
  • Economic uncertainty may reduce consumer spending on insurance products.

What makes Guardian Life unique

  • Guardian Life offers a comprehensive range of insurance and financial products.
  • The company has a strong reputation for customer service, recognized by J.D. Power.
  • Guardian's commitment to equity and inclusion sets it apart in the industry.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Flexible Work Hours

Paid Parental Leave

Paid Family and Medical Leave

Wellness Program

Mental Health Support

401(k) Retirement Plan

401(k) Company Match

Company News

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The CE 100 Index ended the last few days of 2024 and the first few days of the new year with a slight gain, adding 0.3%, while broader markets fell across the board.The Live Pillar pulled ahead by 2.3%, buoyed by iRobot, a volatile name that was up more than 24% through the week, though without any company-specific news, by Porch Group, which gained 7.5% and by Zillow, up 2.1%. The Eat segment was 2.2% higher; restaurant tech Olo advanced by 6.3% and DoorDash was 3.3% higher. Olo shares moved on the news, as reported by Yahoo Finance, that RBC Capital analyst Matthew Hedberg increased the sell-side firm’s price target on Olo to $9 from $8, while maintaining an “outperform” rating on the name. But the Work segment countered those gains, sliding 2.2%. Xerox gave up 9.6%, giving back some of the gains that had been seen after the company struck a deal to buy Lexmark for $1.5 billion

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Apart from this, Oracle partnered with Guardian Life to streamline its finance operations using Oracle Fusion Cloud ERP.

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PR Newswire
Dec 5th, 2024
J.D. Power Recognizes Guardian For Outstanding Customer Service

Guardian earns J.D. Power's recognition for the 14th consecutive year* for phone support. NEW YORK, Dec. 5, 2024 /PRNewswire/ -- The Guardian Life Insurance Company of America® (Guardian) has once again been recognized by J.D. Power, the standard bearer in evaluating and certifying companies for outstanding customer service. As part of J.D

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Jan 16th, 2025
Guardian Life Insurance Partners With Uber Health To Enhance Disability Support

Guardian Life Insurance Partners with Uber Health to Enhance Disability Support. by Fred Pennic 01/16/2025 Leave a Comment. What You Should Know: – Guardian Life Insurance, a leading provider of employee benefits, has announced a new partnership with Uber Health to further enhance its support for members with long-term disability claims. – Guardian will now provide Uber vouchers to eligible members, enabling them to access crucial medical appointments and rehabilitation services.Transportation Assistance to Long-Term Disability ClaimantsThis initiative addresses a growing need for comprehensive disability support. According to recent research from Guardian, nearly one-third of U.S. households have experienced a disability leave of at least 30 days in the past decade. Beyond the financial strain of lost income, individuals often face difficulties accessing necessary care, which can hinder their recovery and return-to-work prospects.This new program builds upon Guardian’s existing suite of support services

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PR Newswire
Dec 18th, 2024
Guardian Joins Workday Wellness To Deliver Personalized Benefits Experience For Employees

With nine-in-10 Americans saying employee benefits directly impact their well-being, suite of new APIs can help improve connectivity and ease-of use, streamlining the benefits experience for brokers, employers, and employeesNEW YORK, Dec. 18, 2024 /PRNewswire/ -- The Guardian Life Insurance Company of America® (Guardian) announced an expanded partnership with Workday, becoming one of its strategic Workday Wellness partners.Designed to connect employers with top benefit providers, Workday Wellness, an AI-powered solution, will give Guardian customers real-time insights into how their employees are using their benefits. With this visibility, employers will be able to help better support employee well-being by designing more tailored benefits programs within Workday and improve the overall employee experience. Guardian will introduce new Application Programming Interface (API) connections with Workday, including:Policy API that automates plan details and rates. This helps ensure plans are always up to date, saving time and reducing errors.Member benefit API that enables real-time transferring of member data and changes to elections.Leave of absence API that helps employers manage an evolving and complex leave landscape.Workday Wellness will help support both Guardian's employer customers and their employees—whether for HR professionals trying to manage state-specific leave types across a remote workforce or for employees looking to make real-time changes to their elections.The subsequent impact on well-being will be quantifiable for both employers and their employees. According to Guardian's recent Next Digital Renaissance report, workers who have access to a more digital benefits experience report better well-being than those who do not

APAC News Network
Nov 8th, 2024
Guardian India Appoints Karunakaran Azhisur as Chief Information Officer

Gurgaon: Guardian India, the tech hub for Guardian Life Insurance of America, has named Karunakaran Azhisur as its new Chief Information Officer (CIO).

INACTIVE