Financial Representative - Modern Woodmen : Job Details

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

Community oriented

Communication skills

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

Participating in mentor-lead 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

For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses!

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 identify and 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 not only serve their clients, but their communities too.

Modern Woodmen is an equal opportunity employer (EOE).