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Financial Representative

Modern Woodmen of America

Job Description

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About the Role

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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.

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About you

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  • Entrepreneurial mindset
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  • Community oriented
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  • Communication skills
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Responsibilities

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

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  • Medical, dental and vision Insurance paid for
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  • 401(k) retirement planning with company match
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  • Non-contributory pension plan
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  • Group term life insurance benefits
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  • Expense-paid trips, valuable prizes, and exciting incentives
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For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses!

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About the Company

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About Us

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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.

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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.

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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.

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Equal Opportunity Statement

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Modern Woodmen is an equal opportunity employer (EOE).

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Vacancy posted 4 days ago
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