Associate Financial Representative

Modern Woodmen of America; Mount Vernon (IL); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking organization dedicated to positively impacting families and communities. As a financial representative, you will help individuals from diverse backgrounds achieve their financial aspirations through tailored plans and guidance. With a strong emphasis on integrity, leadership, and relationship building, you'll play a crucial role in enhancing the financial well-being of members. This entry-level position offers comprehensive training and support, ensuring you are well-equipped to succeed in the financial services industry. Embrace the opportunity to make a meaningful difference while enjoying a rewarding career with excellent benefits.

Benefits

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips

Bonuses and other incentives

Qualifications

• Passion for bettering members’ financial lives is essential.
• Ability to obtain necessary licenses as required by state.

Responsibilities

• Provide financial guidance and products to members.
• Create tailored financial plans to meet members' goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Relationship building

Volunteer spirit

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.

About the role

Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

About Modern Woodmen of America

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.

Our representatives

Provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact.

About you

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented.
• Focus on results/success driven.
• Can or have overcome adversity.
• Grow by helping others.
• Show volunteer spirit in the community.
• Enjoy building long-term relationships.
• Credible, trustworthy and honest.

Education and training

Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state.
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Benefits and perks

• Paid medical and dental insurance.
• 401(k) retirement plan with company match.
• Noncontributory pension plan.
• Group term life insurance.
• Expense-paid trips, bonuses and other incentives.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance

Industries

Financial Services, Insurance, and Investment Management