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Financial Representative Job Description

 Be bold.  Be uncommon.  Be different.

 Foster Klima is growing our team and looking for a motivated individual to join us as a Financial Representative (FR).  We are committed to inspiring and empowering individuals to take control of their financial future and reach their financial goals. 

As a Financial Representative, you will work in your community to help individuals and businesses gain clarity and confidence in their financial life and provide access to the financial tools they need to protect their financial futures and reach their goals. 

If you’re looking for a career that satisfies your entrepreneurial spirit and want to be in control of your career path and income, this could be the opportunity you’ve been searching for.  We’re committed to our values and are looking for individuals who share those values, thrive in a fast-paced environment, and have a passion for helping others. 

 Requirements

The ideal candidate is someone who:

  • Has an entrepreneurial spirit with a desire to build a business of their own
  • Is self-motivated with a dynamic, confident personality, strong work ethic, high integrity and a passion for success
  • Possesses a desire to help others achieve financial success through planning and protection
  • Has an interest in building markets through connections and experiences to cultivate long-term relationships
  • Have a four-year college degree or working towards a four-year college degree (A degree in finance or economics is not required)
  • Must be a US citizen or permanent resident

 Your Role

As a Financial Representative with Foster Klima, you will:

  • Develop and maintain your own client base who value your input and guidance
  • Partner with clients to understand their financial goals, concerns, and current financial situation
  • Analyze client’s financial information to help them build a customized plan to reach their goals
  • Work with clients on an on-going basis to ensure their financial strategy is current and aligned with their short and long-term goals

 Training

At Foster Klima, our strength lies in our commitment to the development and success of every Financial Representative.  We believe that quality people deserve a competitive benefits package.  Financial Representatives with Foster Klima are eligible to enjoy a rich compensation package that includes:

  • High earning potential via a performance-based role with one of the most lucrative contracts in the business
  • A solid benefits package, including a Pension, 401(k) with match, Health, Dental, and Vision insurance
  • Career Development opportunities for leadership positions

 Foster Klima – Who are we

 Foster Klima has been committed to building client relationships that have stood the test of time for over 150 years.

 Our Mission and Vision is to inspire and empower caring and responsible individuals to take control of their financial future and build more spendable wealth.

 We are committed to providing our Financial Representatives with everything they need to build a successful practice: the finest products, proprietary tools and technology, and the training and support they need to succeed.  We are continually adopting new measures of productivity and excellence, while consistently reinforcing our personal dedication to our Financial Representatives success.

 Be bold.  Be uncommon.  Be different. 

Foster Klima & Company, Inc. is an agency of The Guardian Life Insurance Company of America, New York, NY, a Fortune 250 company. 

Foster Klima is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products & advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 920 2nd Avenue South, Ste 1100, Minneapolis, MN 55402. 612.746.2200. PAS is a wholly-owned subsidiary of Guardian. Foster Klima is not an affiliate or subsidiary of PAS or Guardian. 2020-95091 (Exp. 2/2022)

 Job Types: Full-time, Performance Based-Commission