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Modern Woodmen of America · 4 hours ago

Financial representative

Ouachita Parish County, LA

Full-time

Onsite

New Grad, Entry Level

Modern 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 for members while providing guidance and necessary financial tools to help them reach their aspirations.

FinanceFinancial ServicesLife Insurance

Hiring Manager

Caylen Vanley

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

Life insurance licenseFINRA securities registrationSeries 6 licenseSeries 7 licenseSeries 63 licenseResults drivenCharacterLeadership skillsTeam-orientedIntegrityBuilding relationships

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 that includes satisfactory regulatory, criminal and financial standing