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About the Role

Guardian is seeking a High Net Worth (HNW) Consultant to partner with Wealth Management Consultants and internal teams to identify opportunities, support complex cases, and convert advisor interest into funded assets and measurable product adoption. This role combines consultative selling, relationship management, and pipeline execution to accelerate growth.

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.

Requirements

• 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.
• 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.

Skills

• Consultative selling
• Relationship management
• Pipeline execution
• Sales presentations
• Discovery
• Solutioning
• Opportunity development
• Sales campaigns
• Advisor outreach
• Case sourcing
• Performance reporting
• Cross-functional partnership
• In-person engagement
• Virtual engagement

Location

• 75% Travel

Work Type

• Full-time

Experience Level

• Individual contributor

Benefits

• Support and flexibility to achieve professional and personal goals
• Skill-building
• Leadership development
• Philanthropic opportunities
• Contemporary, supportive, flexible, and inclusive benefits and resources

About the Company

• 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.
• 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. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal 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. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. 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 MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.
• Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). 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.