The Guardian Life Insurance Co. of America, a mutual life insurer and a company offering employee benefits, reported that 81 percent of its financial representatives, who have completed the social media training program, interact with customers and business partners via online channels. 

Guardian uses content, compliance and retention software to equip its financial representatives and wholesalers with tools to listen, engage, build relationships and grow business on social media platforms such as Linkedin and Facebook. The tools can help agents connect with more prospects, attain new clients and increase the assets under management in their books of business. Guardian will expand its program to include its national wholesaler network as well.

Guardian’s Social Media Certification Course covers social media basics, compliance issues, and using social capital through content planning, creation, publishing, analytics, recording and retention. The program offers financial representatives and wholesalers access to articles, images and videos that can be posted to their followers and prospective clients. On average, Guardian’s users share eight pieces of content each month to engage their clients.

“Guardian’s financial representatives and wholesalers need to be where our clients are and increasingly this is on social media platforms,” said Kurt Shallow, VP of risk products distribution at Guardian. “These forums provide unprecedented client access and engagement opportunities and are also great tools for recruitment and professional development for our agents and wholesalers.”

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