Modern Woodmen of America · 3 days ago
Financial Representative (Training Provided)
Kansas City, MO
Full-time
Onsite
New Grad, Entry LevelModern Woodmen of America is a member-owned fraternal benefit society dedicated to providing financial services and fostering community impact. The Financial Representative will be responsible for offering tailored financial solutions to clients, including financial planning, retirement planning, insurance, and investment options, while maintaining strong client relationships and supporting local communities through service initiatives.
FinanceFinancial ServicesLife Insurance
Hiring Manager
Jacob Taylor
Responsibilities
Offering tailored financial solutions to clients, including financial planning, retirement planning, insurance, and investment options
Meeting with clients to assess their financial needs
Developing strategies to achieve clients' financial goals
Providing expert advice on insurance and investment opportunities
Maintaining strong client relationships
Qualification
Required
Proficiency in Financial Planning and Retirement Planning to help individuals and families achieve financial security
Knowledge and experience in Insurance, Finance, and Investments to provide comprehensive solutions to clients
Strong interpersonal and communication skills to build and maintain client relationships and explain financial concepts effectively
Commitment to community involvement and service-oriented initiatives
Preferred
Relevant certifications or licenses in finance, insurance, or investment services are an advantage
A bachelor's degree in finance, business, economics, or a related field is preferred but not required
Company
Modern Woodmen of America
Modern Woodmen of America is a fraternal financial services organization.
Founded in 1883
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jerry Lyphout
President and Chief Executive Officer
Todd Swanson
Chief Financial Officer
Recent News
Quad City Business Journal
2022-04-27
Company data provided by crunchbase