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Modern Woodmen of America · 4 days ago

Financial Representative

Bardstown, KY

Full-time

Hybrid

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 tailored financial plans and providing guidance and products to protect families and their futures.

FinanceFinancial ServicesLife Insurance

Hiring Manager

Mark Wilson

Responsibilities

Provide financial guidance and products to help members protect their families and their futures

Create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals

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 licenseFinancial planningEntrepreneurial spiritCoachableCommunity involvementLeadership skillsPositive attitude

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