Financial Representative - Lincoln jobs in United States
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Modern Woodmen of America ยท 1 day ago

Financial Representative - Lincoln

Modern Woodmen of America is a fraternal organization dedicated to securing futures through financial guidance and products. They are seeking a Financial Representative to provide personalized investment solutions and guide clients toward their long-term financial goals.

FinanceFinancial ServicesLife Insurance

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 to secure appointments
Participating in mentor-lead appointments
Asking customers for favorable introductions
Engaging in personal observation through the community
Participating in fraternal activities

Qualification

SalesCustomer ServiceFinancial AdvisorEntrepreneurial mindsetCommunity-orientedCommunication skills

Required

Live in or around Lincoln and Omaha Nebraska
No financial background required (training provided)
Just a driven attitude and willingness to learn
Entrepreneurial mindset
Community-oriented
Communication skills

Preferred

College Degree preferred
Sales, Customer Service, Financial Advisor, and Bank Teller experience a plus

Benefits

Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Referral program
Retirement plan
Vision insurance

Company

Modern Woodmen of America

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Modern Woodmen of America is a fraternal financial services organization.

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Lyphout
President and Chief Executive Officer
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Todd Swanson
Chief Financial Officer
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Company data provided by crunchbase