Associate Financial Rep: Flexible, Growth-Oriented Insurance

Glosson Region - Modern Woodmen of America; Bartow (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

The Glosson Region - Modern Woodmen of America is looking for an Associate Financial Representative who thrives on challenge, growth, and meaningful client relationships.

In this role you will conduct member consultations to assess insurance needs, recommend appropriate coverage, build a referral network, and participate in ongoing training. The team values grit, collaboration, and a commitment to advancing both clients' futures and your own career.

Qualifications

• Team-Oriented
• Enthusiastic
• Positive Attitude
• Self-Starter
• Willingness to Obtain State Insurance License
• Willingness to Obtain Series 6 or 7 Finra License
• College Degree (preferred, not required)

Responsibilities

• Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
• Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Target Achievement: Meet or exceed business development goals.

Skills

Competitive spirit

Job description

The Glosson Region - Modern Woodmen of America is looking for an Associate Financial Representative who thrives on challenge, growth, and meaningful client relationships.

In this role you will conduct member consultations to assess insurance needs, recommend appropriate coverage, build a referral network, and participate in ongoing training. The team values grit, collaboration, and a commitment to advancing both clients' futures and your own career.