Financial Representative jobs in United States
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Modern Woodmen of America · 2 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.

FinanceFinancial ServicesLife Insurance
Hiring Manager
Bryant Brown
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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

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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