Broker Check

Professional Career Development

It is our firm belief that one of the most beneficial investments we can make is in the professional capabilities of our associates. Our professional development program is a multi-dimensional approach to foster the continued growth of our associates as professionals, business people, and individuals.

While most associates join the firm with significant business experience and professional education, we believe the key to your success is continued learning. Our program is designed to deliver the necessary planning ability, technical knowledge and practice management skills appropriate to your experience level.

The components of our development program include:

Initial Orientation Program

Weekly Skill and Knowledge Development

Individual Coaching

Client Builder Study Group

Mentorship and Team-Based Selling

Alliances and Specialists

Corporate


Initial Orientation

All associates participate in our training program. The agenda includes an introduction to product knowledge, practice management skills, consultative communication skills.


Weekly Skill and Knowledge Development

Associates will schedule a weekly meeting with their sales manager. Reporting is done by you, the new rep. Advice, assistance, encouragement and focused attention are provided to you every working day from your direct supervisor. Provides an invaluable opportunity to meet with him or her every day for your first 6 months.


Individual Coaching

Our associates receive individual coaching from a member of the management staff, on a regular basis. 



Mentorship and Team Based Selling

New associates benefit from the experience of our senior associates and the seniors typically find a whole new level of energy and excitement is brought to their practice.


Alliances and Specialists

At Guardian Kansas City we take a collaborative approach towards managing our clients’ financial world. We have formed powerful alliances with other financial professionals and have developed in-house specialists in various areas of the financial services arena.


Corporate

Business Resource Center (BRC) – an organization which provides quality case design services for Employee and Executive Benefits, Estate Planning, Business Succession Planning and Qualified Plans.

Park Avenue Securities® - a subsidiary of Guardian, offers a full range of investment products and services to craft strategies tailored to your clients’ needs.

Innovative Underwriters – a subsidiary of Guardian, offers life, disability and long term care in which they are a brokerage house for Guardian

Berkshire Life Insurance Company – a wholly owned stock subsidiary of Guardian, that provides Disability services and products.


 Guaidian Kansas City In-House Specialist

Disability Income Specialist – provides comprehensive disability income support, including illustration design, presentation assistance and underwriting expertise.

Life Brokerage Specialist -- provides comprehensive life insurance support, including illustration design and underwriting expertise.