Note: The job is a remote job and is open to candidates in USA. Guardian Life is seeking a High Net Worth Consultant to grow advisor and firm engagement across its High Net Worth platform. The role focuses on consultative sales, complex case support, advisor education, opportunity development, and pipeline execution to increase funded assets and product adoption.
Responsibilities
- Drive new and existing advisor and firm growth through sales presentations, discovery, solutioning, and opportunity development tied to production goals
- Execute targeted sales campaigns and proactive advisor outreach to generate qualified opportunities, improve conversion, and increase measurable asset flows
- Support large-case opportunities by helping advisors qualify client needs, prepare submissions, coordinate internal input, and move opportunities through the sales process
- Increase advisor adoption of High Net Worth platform capabilities, alternative investments, structured notes, lending solutions, and managed account proposals through education, positioning, case sourcing, and follow-through to close
- Maintain disciplined sales activity, pipeline tracking, advisor and firm follow-up, and performance reporting to improve repeatability and support revenue growth
Skills
- Experience in advisor-facing sales, business development, or consultative relationship management within wealth management, investments, insurance, lending, or High Net Worth solutions
- Ability to translate complex investment, lending, and planning concepts into practical advisor- and client-ready positioning
- Experience supporting sales opportunities from discovery and qualification through proposal, follow-up, and close
- Demonstrated ability to partner cross-functionally with sales, product, portfolio, advanced markets, large-case, or other internal teams to execute on client and advisor needs
- Strong pipeline discipline, including tracking sales activity, opportunity movement, follow-up, conversion outcomes, and product adoption metrics
- 75% Travel
- In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future
- Familiarity with alternative investments, structured notes, managed account proposals, lending solutions, or High Net Worth platform capabilities
- Experience working directly with financial advisors, firms, or territory-based sales teams
- Comfort leading in-person and virtual advisor engagement, including sales presentations, education sessions, meeting preparation, and follow-up
- Ability to identify segmented client opportunities through advisor book reviews, campaign activity, and firm-level relationship development
Benefits
- Fully remote work arrangement.
- Skill-building opportunities.
- Leadership development opportunities.
- Philanthropic opportunities.
- Contemporary, supportive, flexible, and inclusive benefits and resources for full-time eligible employees.
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