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

Modern Woodmen of America ยท 5 days ago

Financial Representative

Modern Woodmen of America is focused on securing futures with financial guidance and products. The ideal candidate will deliver personalized investment solutions, create financial plans, and ensure the accuracy of information while working with clients and the community.

FinanceFinancial ServicesLife Insurance
Hiring Manager
Kraigg Knary, FIC
linkedin

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 in order 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

Entrepreneurial mindsetCommunity orientedCommunication skills

Required

Entrepreneurial mindset
Community oriented
Communication skills

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