Financial Advisor - Entry Level
Foote Region - Modern Woodmen of America
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Check out the varying backgrounds of some of our local leaders:
Blake Foote is Regional Director for Modern Woodmen Fraternal Financial, where he focuses on advisor growth and leadership development across Eastern and Central Tennessee. With more than 12 years in financial services and a family legacy of over 50 years with Modern Woodmen, he brings deep knowledge and a passion for helping others succeed. Outside of work, Blake is a competitive golfer and enjoys an active family life with his two sons.
Charlie Pratt is a Financial Representative with Modern Woodmen, beginning his career in 2016 straight out of college. He is passionate about making a meaningful impact on families and his community, staying deeply involved in church activities and local events. Outside of work, Charlie finds fulfillment in serving others and building lasting relationships through his community engagement. Role Responsibilities:
- Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
- Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
- Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
- Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
- Target Achievement: Meet or exceed business development goals.
- This is a commission-based opportunity. Earnings are based on individual production and performance.
- Potential to earn client member leads
- Exclusive training/development with the financial services professional supporting you
- An environment and culture of mutual support and growth
- Attainment of prestigious credentials and recognition
- Consistent opportunities for growing your income and character
- Strong benefits and retirement package
- Dental, health, and vision insurance
- Flexible schedule
- Life insurance
- Professional development assistance
- Referral program
- Team-Oriented
- Enthusiastic
- Positive attitude
- Self-Starter
- Community-Focused
- Coachable
- Goal-Driven
- Willingness to obtain state insurance license
- College degree (preferred, not required)
Flexible work from home options available.
Vacancy posted a month ago
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