Modern Woodmen of America · 4 hours ago
Financial Representative
Modern Woodmen of America is a fraternal benefit society focused on securing futures with financial guidance and products. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals while building relationships within the community.
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 – approaches professional situations with persistence, hard work, adaptability, passion, and motivation
Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed
Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations
Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities!
Benefits
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