Financial Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

Modern Woodmen of America · 11 hours ago

Financial Representative

Modern Woodmen of America is a fraternal financial services organization that positively impacts families and communities. They are seeking financial representatives dedicated to helping individuals achieve their financial goals through tailored financial plans and guidance.

FinanceFinancial ServicesLife Insurance
Hiring Manager
Sonya Cardwell
linkedin

Responsibilities

Provide financial guidance and products to help members protect their families and their futures
Create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals
Manage their own branch offices and build a business to serve their clients and communities

Qualification

Life insurance licenseFINRA securities registrationSeries 6 licenseSeries 7 licenseSeries 63 licenseEntrepreneurial spiritCoachableCommunity involvementLeadership skillsRelationship building

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

company-logo
Modern Woodmen of America is a fraternal financial services organization.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Jerry Lyphout
President and Chief Executive Officer
linkedin
leader-logo
Todd Swanson
Chief Financial Officer
linkedin
Company data provided by crunchbase