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Modern Woodmen of America · 1 month ago

Securities Product Research Specialist

Rock Island, IL

Full-time

Hybrid

New Grad, Entry Level

$25.75/hr - $25.75/hr

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, and they are seeking a Securities Product Research Specialist to shape a dynamic investment product lineup. In this role, you will conduct market research and analyze various securities to ensure products are competitive and aligned with client needs.

FinanceFinancial ServicesLife Insurance

Responsibilities

Research and evaluate investment products (e.g., annuities, mutual funds, ETFs, private equity/debt, variable life, advisory products)

Perform due diligence and risk assessments

Translate complex data into plain language for advisors

Match products to client needs (e.g., income, accumulation, wealth transfer)

Communicate product features and changes to leadership

Create and maintain training materials

Provide product support via phone/email

Present internally on products and sales processes

Maintain records and agreements

Support systems like MyView, RightBridge, Docupace

Track and report production metrics

Collaborate with marketing, training, compliance, and operations to educate representatives

Qualification

Investment product knowledgeFINRA Series SIEFINRA Series 7Microsoft OfficeAnalytical skillsCommunication skillsOrganizational skillsCollaboration skillsDetail-orientedAdaptability