Financial Representative (Charlotte)

About the Company

Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are hometown professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

About the Role

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Work with current or new members to provide them information about the financial services their families could utilize
• Networking with individuals throughout the community
• Continuously prospecting in order to secure appointments
• Participating in mentor-lead appointments
• Asking customers for favorable introductions
• Engaging in personal observation through the community
• Participating in fraternal activities

Qualifications

Required Skills

• Entrepreneurial mindset
• Community oriented
• Communication skills

Preferred Skills

For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses!

Pay range and compensation package

Benefits and Perks

• Medical, dental and vision Insurance paid for
• 401(k) retirement planning with company match
• Non-contributory pension plan
• Group term life insurance benefits
• Expense-paid trips, valuable prizes, and exciting incentives

Equal Opportunity Statement

Modern Woodmen is an equal opportunity employer (EOE).