Modern Woodmen of America · 1 day ago
Financial Representative
Overland Park, KS
Full-time
Onsite
New Grad, Entry LevelModern Woodmen of America is a member-owned fraternal benefit society that enhances the quality of life for families and communities. They are seeking a Financial Representative to work with individuals and families on their financial planning, investment, insurance, and retirement needs, providing tailored financial advice and ongoing support.
FinanceFinancial ServicesLife Insurance
Hiring Manager
Jacob Taylor
Responsibilities
Meeting with clients to assess financial goals
Providing tailored financial advice
Creating and implementing plans
Offering ongoing guidance and support
Qualification
Required
Strong expertise in time management and high level of relationship building
Excellent interpersonal and communication skills to interact effectively with diverse clients
Self-motivation and the ability to work independently to meet clients' needs and organizational objectives
Preferred
Bachelor's degree in Finance, Business, or related field is preferred but no required
Previous experience in financial services or customer-facing roles is a plus
Life and Health, Series 6, Series 7 is a plus if already obtained
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