Modern Woodmen of America · 6 days ago
Financial Representative
Jeffersonville, IN
Full-time
Onsite
New Grad, Entry LevelModern Woodmen of America is a fraternal financial services organization dedicated to helping families achieve their financial goals. The financial representative role involves creating and executing tailored financial plans, providing guidance and products to protect families and futures, and building long-term relationships within the community.
FinanceFinancial ServicesLife Insurance
Hiring Manager
Sonya Cardwell
Responsibilities
Provide financial guidance and products to help members protect their families and their futures
Help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs
Build and strengthen relationships, allowing for membership growth and greater community impact
Qualification
Required
Passion for bettering members' financial lives
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state
Ability to pass a background check
Preferred
Have a positive attitude, good character, and integrity
Demonstrate leadership skills
Have desire and determination
Are success driven and results focused
Have an entrepreneurial spirit
Can or have overcome adversity
Are coachable and willing to learn
Want to grow themselves by helping others
Show volunteer spirit in the community
Look for continuous self-improvement opportunities
Enjoy building long-term relationships
Are credible, trustworthy and honest
Benefits
Extensive hands-on 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
Company
Modern Woodmen of America
Modern Woodmen of America is a fraternal financial services organization.
Founded in 1883
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jerry Lyphout
President and Chief Executive Officer
Todd Swanson
Chief Financial Officer
Recent News
Quad City Business Journal
2022-04-27
Company data provided by crunchbase