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Guardian Life Senior Client Outreach Specialist in Boston, Massachusetts

As a Senior Client Outreach Specialist, you will partner with Guardian General Agencies to help drive referrals and enhance the customer experience through proactive outreach to existing clients. You will also work to test new client retention and lead generation efforts.

You are

  • A strong communicator who can break down complex concepts into simple language

  • Excellent Relationship Management/Client Relations skills

  • Demonstrate abilities in time management, including managing multiple projects and meeting strict deadlines

  • Highly energized, motivated self-starter with critical thinking skills

You will

  • Partner with General Agencies and Financial Representatives

  • 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


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.

Salary Range

$64,830.00 - $120,410.00

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.

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

Justice, Equity, Diversity & Inclusion (J.E.D.I.)

  • Employee Resource Groups that advocate for inclusion and diversity

  • J.E.D.I. certification and training programs

  • Matching gifts/volunteering

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. 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 .

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at .