Edward Smith
Financial Representative at Guardian Life | Helping Families Plan For What\'s Important For Their Future
- Role
- Financial Representative at Guardian Life
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Edward Smith
There are no secrets to success. It is the result of preparation, hard work, and learning from failure.” – During my college years at Florida A&M University, I witnessed many issues with the financial aid system. I wanted to get into the field to leverage my expertise and help students and families achieve their goals. As a Financial Representative I now have the tools to help those same people reach those goals and still be on track for the things they find important such as retirement and generational wealth.I strive to provide clear communication, organized work environments, and dependability to deliver continuous results. Core Beliefs Community Involvement & ServiceCreative Problem SolvingPersonal Development Excellent Financial Services Department of the Quarter | Mar. 20••••14 & 2015 Finance Department of the Year | 2014 School of the Year – ITT Tech Employee of the Quarter in Mar. 2013 & Jun 2015Customer Delight Award – Pulte Homes | Best Group – Pulte Sales Meeting in 2004 My father showed me the importance of community service. He taught me how to interact with people and provide help to those in need. This experience helped me as a Probation Officer as well as showed me how to help people with drug rehab, education, and employment. I enjoy self-improvement and continuous education. I’ll consume any research and books to add value to not only my life but the lives of others. To learn more about me, please read the rest of my profile. If you wish to connect with me, please send a personal note with your connection request./COMPLIANCE:20••••81/
Experience
Financial Representative
Oct 2023 — Present · West Palm Beach, FL, US
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. National Planning Corp is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Skills
- Customer Service
- Training
- Admissions
- Coaching
- Public Speaking
- Microsoft Office
- Powerpoint
- Microsoft Excel
- Leadership
- Microsoft Word
- Resume Writing
- Student Financial Aid
- Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.