Financial Services Representative jobs in United States
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Modern Woodmen of America · 19 hours ago

Financial Services Representative

Modern Woodmen of America is a fraternal benefit society aimed at providing financial services to its members and communities. They are seeking a Financial Services Representative who will manage their own branch office and specialize in areas such as retirement planning, investments, and life insurance to assist individuals and businesses with strategic financial plans.

FinanceFinancial ServicesLife Insurance
Hiring Manager
Brad Blalock
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Responsibilities

Manage own branch office
Build a business to serve members and communities
Assist individuals, families, and businesses with strategic financial plans for financial protection, savings, retirement planning, retirement distribution, estate planning, business planning, and employee benefits
Specialize in retirement planning, investment strategy, estate planning, and asset protection
Communicate & network effectively with different audiences
Educate people on how to better themselves and their families and communities

Qualification

Retirement PlanningInvestment StrategyEstate PlanningAsset ProtectionBusiness BenefitsHonestyConfidentCoachableCompetitiveEnthusiasticCommunity-orientedNetworkingEntrepreneurial SpiritIntegritySelf-MotivatedDriven to SucceedTeam MindedEffective CommunicationGoal Oriented

Required

Honesty and Integrity
Self-Motivated, Confident and Driven to Succeed by helping others be successful
Coachable and Competitive but team minded
Enthusiastic about meeting people and educating them on how to better themselves and their families and communities
Community-oriented in truly wanting to make a difference in the areas and people they serve
Ability to communicate & network effectively with different audiences
Entrepreneurial Spirit
Wants to grow themselves by helping others
Wants to build a business for themselves, not by themselves
Goal oriented

Benefits

Company-paid retirement plan
Matching 401(k) Plan
Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents’ premiums.
Group Term Life Insurance
Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance

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