Financial Advisor - Modern Woodmen Of America : Job Details

Financial Advisor

Modern Woodmen Of America

Job Location : Charlotte,NC, USA

Posted on : 2024-12-04T10:28:16Z

Job Description :
Modern Woodmen as a Company:We are a nationwide financial service firm and the nation's third-largest fraternal benefit society interms of assets. Fraternalism is a unique combination of business and giving back to those weserve- a continuous cycle of positive impact. As a fraternal financial services organization, ModernWoodmen exists for the benefit of nearly 740,000 members.Our representatives provide financial products to help members protect their families and securetheir financial futures. The purchase of these accounts help fund member benefits and social,educational, and volunteer programs that identify and meet local needs. These fraternal activitiesfoster genuine relationships within our communities, allowing for membership growth and greatercommunity impact all while being spearheaded and sourced by our representatives involved in thesecommunities.As a financial representative for the North Carolina region, you will:- Help your clients (Modern Woodmen members) plan for their financial security through lifeinsurance, annuities, investments, and retirement and college savings accounts.- Bring people together through various fraternal volunteer programs to help make yourcommunities better.- Be responsible for meeting professional growth and activity metrics.- Receive comprehensive training and ongoing professional development from local ModernWoodmen leaders.- Obtain the necessary licensing to facilitate the sale of financial products (including TexasState insurance Licensing and FINRA Series Licensing, company-paid).- Have unlimited earning potential with financial support to begin a practice and to learn duringtraining.Growth OpportunitiesYour mission as a leader in training (through our Pathway to Leadership program) is to establishyourself as a financial service professional while preparing to train and lead others. The goal is tohelp transition you into a management role. This program has rigorous performance and educationstandards. For the right person, this position has excellent rewards.Job qualifications- Bachelor's degree strongly preferred- Entrepreneurial minded with strong interpersonal and relationship-building skills- Customer Service or employee management experience will prepare you for this role.- Backgrounds in Finance, Banking, or other Financial Services is preferred.- Ability to autonomously build and manage client relationships- Must be a U.S. citizen or hold a permanent resident status- Must currently reside or will be residing within the state of North CarolinaEarn what you're worth:$110,000 average income*$173,346 total compensation**$62,243 average first-year income**Additional valuable benefits- Medical and dental insurance- Matching 401(k) plan- Noncontributory retirement plan (Pension)- Group term life insuranceBenefit Conditions:- Waiting period of 90 days for Insurance Benefits- Waiting Period of 90 days for 401(K) matchingPaid Training:- Yes, either on stipend basis or on salary basisGrowth Opportunities:- Management Training Program (Pathway to Leadership)Flexible Scheduling This Job Is Ideal for Someone Who Is:A Devoted Teammate. Here at Modern Woodmen, we use our ‘'Devoted Teammate” model todescribe Top-Level advisers:* Driven – Relentless, Resilient* Energetic – Passionate, Initiative, Confident* Personable – Relational, Heart for Others, Outgoing* Disciplined – Coachable, Convicted, Consistent* Positive – Compassion, RespectJob title : Financial RepresentativePosition type : JobLocation requirementsLocation type : HybridOnsite locationGreensboro, North Carolina, United States · Charlotte, North Carolina, United States · Winston-Salem, North Carolina, United States · Raleigh, North Carolina, United States · Asheboro, NorthCarolina, United StatesTime requirementsFull timeEmployment durationPermanent***Compensation and benefits***- Expected pay50,000–60,000 USD expected for first year.$100,000+ expected salary by year 3-5
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