Financial Advisor - Training Provided
Lee 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. Meet Our Regional Director:
Cameron Lee is a Regional Director with Modern Woodmen of America, where he leads advisor growth and development across Alabama. Since starting his career with Modern Woodmen in October 2008, he has been dedicated to fostering teamwork, building strong relationships, and helping families and businesses achieve financial security. Cameron is passionate about developing advisors into leaders and creating a culture of trust and collaboration. Outside of work, he enjoys deer hunting, playing music, golf, and serving in his church community, all of which reflect his love for connection, teamwork, and faith. 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 5 days ago
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