Modern Woodmen of America · 3 days ago
Financial Representative
Modern Woodmen of America has been focused on securing futures with financial guidance and products since 1883. They are seeking a Financial Representative who will deliver personalized investment solutions and create financial plans for clients to help them achieve their long-term financial goals.
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
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
Modern Woodmen of America is a fraternal financial services organization.
Funding
Current Stage
Late StageLeadership Team
Recent News
Quad City Business Journal
2022-04-27
Company data provided by crunchbase