Life Insurance Product Support SME

Location: Bethlehem, United States (Hybrid: 3 days in Bethlehem, PA or New York office. Hours: 9:30AM - 5:30PM preferred, or 9AM - 5PM EST)

Why Join Guardian

At Guardian Life, we're more than an insurance company—we're a purpose-driven organization committed to inspiring well-being for our clients, colleagues, and communities. As a leader in the life insurance industry, Guardian offers a collaborative environment where your expertise in life insurance products can make a real impact. Join our dynamic team in Bethlehem and enjoy hybrid flexibility, professional growth opportunities, and a culture that values diverse perspectives and high ethical standards.

Guardian supports your career with skill-building programs, leadership development, and philanthropic initiatives. Surrounded by colleagues who share your passion for excellence, you'll contribute to innovative solutions that empower our field force and protect families nationwide. Discover a workplace where your professional ambitions align with personal fulfillment.

Role Description

Guardian is seeking a Life Insurance Product Support SME to deliver exceptional support to our field force. In this pivotal role, you'll serve as the go-to expert for detailed product, rider, and illustration guidance. You'll develop training materials, conduct onboarding sessions for new agents, and provide comprehensive new business and in-force sales support via phone and email.

Your contributions will extend to crafting sales ideas, offering product and illustration expertise to both field agents and Home Office teams, developing sales support materials, preparing competitive analyses, assisting in training, and bolstering corporate marketing for individual life products. This hybrid position in Bethlehem offers the perfect blend of collaboration and flexibility.

Detailed Responsibilities

Core Support Duties

• Provide General Agents, agents, staff members, and brokers with individualized case consultations and illustration support for our individual life portfolio, including traditional and variable life products.
• Offer comprehensive new business and in-force sales support to the Guardian field force over phone and email.
• Develop effective sales support materials, such as client pieces, investment performance comparisons, competitor analyses, illustration and technical support pieces.

Strategic and Innovative Contributions

• Contribute product expertise to the development and enhancement of accurate sales illustration software, including initiating improvements and quality control.
• Monitor competitor actions, compare competitive illustrations to Guardian's, and prepare insightful competitive data.
• Assist in evolving the team's goal of providing product guidance on a larger scale.
• Collaborate with Sales Support, Training, Marketing, and other departments across Profit Centers for unified field force support.
• Continuously learn new sales support functions and products beyond the life portfolio to deliver optimal customer service.

Required Skills

We're looking for a self-starter who thrives in a fast-paced environment. Key skills include:

• Exceptional verbal and written communication
• Analytical thinking with initiative to anticipate needs
• Customer-focused mindset with strong interpersonal skills
• Proficiency in life insurance products, riders, and illustrations
• Sales support material development
• Competitive analysis and market research
• Training material creation and delivery
• Illustration software expertise
• Understanding of general agency distribution systems

Education & Experience

• Bachelor’s degree or equivalent life insurance business experience
• CLU, ChFC, CFP, or other professional designations a plus
• Thorough knowledge of the life insurance industry, emphasizing whole life products, Guardian products, and target markets
• Experience in life insurance sales and/or support with sales staff
• 5+ years of life insurance industry experience strongly preferred
• Understanding of general agency distribution systems

Compensation Overview

Salary Range: $59,110.00 - $88,660.00 (USD, yearly)

This range reflects a good faith estimate for the primary location in Bethlehem. Final salary is determined by education, experience, knowledge, and abilities. Eligible for annual, sales, or other incentive compensation.

Benefits

Guardian is committed to your well-being with contemporary, flexible benefits:

• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Paid time off and flexible work arrangements
• Professional development and tuition reimbursement
• Wellness programs and employee assistance
• Philanthropic opportunities and community involvement
• Inclusive culture with diversity initiatives

Equal Employment Opportunity: Guardian is an equal opportunity employer. All qualified applicants considered without regard to age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military status, or other protected classifications.

Accommodations: Guardian provides access and reasonable accommodations for applicants with disabilities. Explore benefits at www.guardianlife.com/careers/corporate/benefits. Benefits for full-time employees.