Financial Representative
Modern Woodmen of America
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. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed. Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities! 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. Asking customers for favorable introductions. Engaging in personal observation through the community. Participating in fraternal activities. 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 About Us Named to Forbes’ list of World's Best Insurance Companies for 2023 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. As a result, members 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. What Makes us Different – Why Modern Woodmen? In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society. Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact. As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, "Make an Impact" Scholarship opportunities, and "Do Good" Grants. We want to support and invest in YOU and the things you hold most important. 2022 MWA Community Impact statistics Approximately 2,200 local chapters and 500 youth service clubs nationwide $46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups). 278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs. $17.8 million in support of members and their communities in 2022 Modern Woodmen is an equal opportunity employer (EOE). #J-18808-Ljbffr Modern Woodmen of America
$15 - $17 per hour
...Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative...SuggestedHourly payFull timeWork at officeLocal areaShift work- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...SuggestedFull timeLocal area
- ...AND RESPONSIBILITIES: Obtains precertification for all outside doctor’s surgeries and procedures. Communicates with patients their financial obligation for all surgeries and procedures prior to the date of surgery and post patient payments accurately. Screens patient...SuggestedFull timeWork at officeMonday to Friday
- ...Modern Woodmen of America is hiring a Financial Representative in Upstate, SC, seeking community-oriented individuals with strong communication skills and an entrepreneurial mindset. The role focuses on helping members with financial planning, networking within the community...SuggestedWork at officeLocal area
$15 - $17 per hour
...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...SuggestedHourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$78k - $150k
...Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned businesses of its kind in the Mid-Atlantic region. With locations across the country and a solid history of helping clients protect...- ...If you have experience as a Financial Advisor or Wealth Advisor, this opportunity could be for you. A well-established bank is in major growth mode and looking for a confident Financial Advisor to lead its growth into Columbia, SC. The role is tied to a referral network...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at office- ...the Assistant Director of Counseling & Special Programs, the Financial Aid Counselor provides to students, prospective students and parents... ...aid awards, and resolves issues for a student caseload. Represents the Office of Financial Aid at campus events and New/Transfer...Work experience placement
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office- ...Financial Consultant (T)The Financial Consultant is responsible for providing in person and virtual counseling for all participants... ...entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and...Work at officeImmediate startRemote workFlexible hours3 days per week
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...JOB SUMMARY AND OBJECTIVE The Financial Services Advisor is responsible for providing excellent customer service and guidance to... ...physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully...Full timeContract workWork at officeLocal area
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...experiences, knowledge, inventiveness, innovation, self‑expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving...Work at officeLocal area
- ...Bank. Also responsible for proactively recognizing additional financial needs of customers and referring them to other Bank staff as... ...losses. Opportunity for cross-training for Customer Service Representative and Teller Supervisor functions. Qualifications High school diploma...Bank staffWork at officeLocal area
$15.25 - $21.75 per hour
...solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible... ...United States Responsibilities As a Financial Service Representative, you'll be at the heart of our customer experiencedelivering...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- ...Customer Service Representative Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy... ...Your Story" as a Customer Service Representative! Professional Financial Services (PFS) has been purchasing retail installment...Temporary workLocal area
- ...directed. The work environment characteristics described here are representative of those an employee encounters while performing the... ...experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial...Temporary workWork at officeNight shift
- Financial Consultant (T) The Financial Consultant is responsible for providing in person and virtual counseling for all participants... ...entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and...Work experience placementImmediate startRemote workFlexible hours3 days per week
- Loan Processor CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times...Temporary workWork at officeLocal area
$15 - $17 per hour
About World Finance World Finance is a financial institution focused on personal loans and tax preparation services. Based in Greenville... .... Position Overview We are seeking a Financial Services Representative to act as the front‑line representative for World Finance, delivering...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- AO Garcia Agency is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. This role involves assisting clients in securing financial futures, maintaining the highest integrity in client interactions, and presenting...Remote workWork from home
- ...Financial Analyst (Financial Planning & Analysis Associate) We are looking for a detail-oriented and collaborative Financial Analyst... ...require an accommodation to apply, please contact a recruiting representative at (***) ***-**** or email ****@*****.***. #J-18808-...Work at officeWork from home
- Medium is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. Ideal candidates demonstrate strong communication skills and a genuine desire to make a positive impact on others. Integrity is essential as you assist...Remote workWork from home
$50k
...if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their...Flexible hours
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