Are you someone who enjoys financial planning and has realized your ideal position is supporting advisors? The Living Balance Sheet® (LBS) team is seeking a Case Consultant Specialist to help our financial professionals learn and use our proprietary planning platform, LBS, to serve clients. You will provide coaching on financial planning conversations, including protection, cash flow and wealth management conversations.You areA strong communicator who enjoys coaching and training others 1-on-1 or small groups and is comfortable working virtually. An educator at heart who is drawn to the impact holistic financial planning can have on clients and advisors, with experience implementing or designing financial plans that encompass both protection and wealth management solutions. Proactive in nature, eager to uncover ways and opportunities you can help others.You willProvide outstanding case consultations and planning support to subscribers of our financial planning software, LBS, helping them effectively leveraging planning tools and narratives that will move clients to actionCoach Guardian Financial Professionals on how to effectively implement our LBS client planning process, including protection and wealth managementHost trainings for groups of advisors and leaders on LBSProactively engage segments of LBS subscribers, adding value to their practices and driving business resultsBe a collaborative team memberYou have3+ years in financial services, including experience in sales or sales support functionsA solid understanding of and experience related to how insurance and wealth management solutions are part of a comprehensive client recommendationThe ability to educate and coach financial professionals so they can effectively communicate planning recommendations to clients and prospectsStrong communication skills, both written and verbalSolid analytical skillsEnthusiasm for the work you doProficient in Microsoft office suiteTime management skills to maximize your impact and reachCollege degree or equivalentSalary Range$82,660.00 - $135,805.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.Our PromiseAt 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.Inspire Well-BeingAs 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.Health CareChoice of (high deductible/copay) medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefitsDental planVision planHealth care accounts – flexible spending, health reimbursement, and health savings accountsCritical illness insuranceLife and Disability InsuranceCompany-paid Life and Disability insurance plus voluntary supplemental coverageAccident insuranceRetirement and Financial401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicableComplimentary 1:1 financial guidance with a licensed Fidelity representativeTime Off and Remote WorkFlexible work arrangements (part in-person/part remote)Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavementPersonal holidays for colleagues to use in recognition of religious, cultural, or civic daysPaid parental leave and paid family and medical leave policiesEmotional Well-being and Work-LifeEmotional well-being, mental health, and work/life resources powered by Spring HealthWellness programs, including fitness program and equipment reimbursementChild, adult, and elder back-up care support through Bright HorizonsAdoption assistanceCollege planningTuition reimbursementStudent loan assistanceCommuter benefits in select metropolitan areasEquity & InclusionOpportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:Employee Resource Groups:Colleague Connection CommitteesCommunity Involvement CommitteesA culture that encourages colleagues to bring their authentic selves to workVoluntary self-IDPronunciation and phonetic spelling of namesBenefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment OpportunityGuardian 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.AccommodationsGuardian 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 .Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .