Job description

Financial Representative
Horizon Planning Group, Indianapolis

Overview
Horizon Planning Group [a member of The Guardian Network®] is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.

As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.

At Horizon we believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.

We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective.

As a Financial Representative with Horizon we invest in your success.

What you’ll be doing

• Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.

• Provide clients with information related to financial products and services on an ongoing basis.

• Develop and maintain a base of clients who value your input and guidance.

• Work with clients to keep their financial plans current and aligned with their goals.

Requirements

• Must be a US citizen or permanent resident
• A four-year college degree
• Appropriate insurance licensing (within 3-4 months)

Preferred Qualities

• Self-motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
• Desire to help others achieve financial success through planning and protection
• Driven to win and seeking a high-income potential opportunity
• An interest in building markets through connections and experiences to cultivate long term relationships

Training for Success
At Horizon we believe that successful individuals from various backgrounds have the skills and tenacity needed to become a successful Financial Representative. A degree in finance or economics is not required. We support Financial Representatives who wish to pursue industry designations with financial support available.

We believe in the talented people who we hire and invest in new Representatives through unparalleled support and training.
You’ll have access to online, in-person local training and off-site national training and development programs.

Financial Representatives with Horizon also have the opportunity to work with fellow Representatives to learn from others.
Many also take part in mentoring relationships and study groups with their peers.

Benefits
We believe that quality people deserve a competitive benefits package. Financial Representatives with Horizon are eligible to enjoy a rich compensation package that includes:

• High earning potential with one of the most lucrative contracts in the business that recognizes your performance
• A comprehensive benefit package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more

• Opportunities for leadership development and management positions

If you’re looking for a career that satisfies your entrepreneurial spirit, this might be your perfect opportunity.
We’re committed to our values and looking for individuals who share those values and thrive in a fast-paced environment.

Horizon Planning Group – Company Overview
Horizon Planning Group was founded over 100 years ago in Southern Indiana. We moved our main office to the Northside of Indianapolis over 50 years ago and expanded to include offices in Evansville, Mishawaka, Terre Haute, New Albany, and Fort Wayne.

Over the past century we helped thousands of individuals, families and businesses and learned many lessons of what works and doesn't work inside of our clients' financial lives. This has helped develop our Uncommon approach to helping clients avoid the pitfalls of traditional financial planning.

Please visit the following to learn more about us…
www.HorizonPlanningGroup.com
http://thelivingbalancesheet.com

Be bold. Be uncommon. Be different.

Agency of The Guardian Life Insurance Company of America, New York, NY.
The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance
Company of America (Guardian), New York, NY and its subsidiaries.
2018-64087 (Exp. 8/20)

Job Types: Full-time, Commission

Pay: $40,000.00 - $100,000.00 per year

Experience:

• relevant: 1 year (Preferred)

License:

• Life & Health Insurance (Preferred)

Work authorization:

• United States (Required)

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