Financial Representative Onboarding - Financial Representative Guardian Life Employee Review

3.0
21 Nov 2016
Recommend
CEO approval
Business outlook

Pros

Overall good company with several tools to support Financial Representatives. Living Balance Sheet is an excellent tool for clients.

Cons

Steps to becoming a Financial Representative with Guardian Life is difficult and not explained/documented well before signing on. Depends on Financial Advisor for a lot of communication but Guardian moves slow. Difficult to get up to speed to actually make any money.

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5.0
4 May 2026
Recommend
CEO approval
Business outlook

Pros

Pto is unlimited and paid holidays

Cons

Pay is under the market

4.0
20 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Flexibility, excellent work life balance, casual environment, easy to use PTO. Benefits: health, dental, STD/ACC, vision, 401k are excellent

Cons

Pay is much below the standard for the position, raises and bonuses are minimal and hardly reflect the effort that is required to maintain positive metrics/meet goals. Case managers' responsibility is at a max and we often feel overwhelmed by the workload and expectations of management. Case managers are often responsible for tasks outside of the important things that have an effect of the claim

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