What are the responsibilities and job description for the Financial Representative position at NPC Financial?
NPC Financial, the South Florida Agency of Guardian Life, is a comprehensive financial services firm with offices in Miami, Hollywood, West Palm Beach, and Miramar Beach. Established in 1951, NPC Financial helps individuals, families, and business owners protect their most valued assets. Our firm offers a holistic approach to wealth management, business planning, insurance, retirement, and estate planning. We leverage relationships with The Guardian Life Insurance of America, Park Avenue Securities, and Innovative Underwriters to provide specialized resources and products. As a third-generation company, NPC Financial is dedicated to building sound financial plans for long-term success.
This is a full-time on-site role for a Financial Representative located in Hollywood, FL. The Financial Representative will be responsible for day-to-day tasks including financial planning, providing insurance solutions, managing retirement planning, and handling investment accounts. This position requires constant interaction with clients to assess their financial needs and develop comprehensive financial plans to meet their goals.
- Skills in Financial Planning and Retirement Planning
- Expertise in Insurance and Investments
- Strong knowledge in Finance
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively in an on-site environment
- Bachelor's degree in Finance, Economics, Business, or a related field
- Relevant certifications such as CFP, ChFC, or similar are a plus