Financial Representative

1 week ago Be among the first 25 applicants

Direct message the job poster from 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

• Community oriented

Responsibilities

• Work with current or new members to provide them information about the financial services their families could utilize
• Network with individuals throughout the community
• Continuously prospect to secure appointments
• Ask customers for favorable introductions
• Engage in personal observation through the community
• Participate in fraternal activities

Benefits and Perks

• Hands-on, extensive training program
• 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

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 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 serve their clients and communities.

Modern Woodmen of America is an equal opportunity employer.

• Associate

• Full-time

• Finance, Sales, and Business Development

• Financial Services, Insurance, and Investment Management

Referrals increase your chances of interviewing at Modern Woodmen of America by 2x

401(k), Pension plan, Medical insurance, Vision insurance

Get notified when a new job is posted.