Associate Financial Representative

Modern Woodmen of America; Santa Clarita (CA); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking organization as an Associate Financial Representative, where you will have the chance to build your own financial practice while supporting your community. This role emphasizes the importance of relationships, allowing you to connect with members and provide them with essential financial guidance. With a focus on personal and professional growth, you will receive support in obtaining necessary industry licenses and training. Be part of a company recognized for its commitment to community impact and member benefits, where your contributions can make a significant difference in the lives of others. This is more than just a job; it's a chance to make a lasting impact.

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 and valuable prizes

Qualifications

• Strong entrepreneurial mindset with a passion for community engagement.
• Excellent communication skills for building relationships.

Responsibilities

• Provide financial service information to members and prospects.
• Network and continuously prospect for new appointments.
• Engage in community activities and educational opportunities.

Skills

Entrepreneurial mindset

Community oriented

Communication skills

Experience in Finance and Insurance

Education

Industry licensing

Job description

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Overview

The Modern Woodmen – California Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice.

The ideal candidate:

1. Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
2. Community oriented – has a passion for giving back to the local community and developing connections.
3. Communication skills – is able to develop connections and relationships through proactive conversations and prospecting.
4. Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities!

Responsibilities

1. Work with current or new members to provide them information about the financial services their families could utilize.
2. Networking with individuals throughout the community.
3. Continuously prospecting in order to secure appointments.
4. Asking customers for favorable introductions.
5. Engaging in personal observation through the community.
6. Participating in fraternal activities.
7. Engage in continuous educational opportunities.

Benefits and Perks

• 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

About Us

Named to Forbes’ list of World’s Best Insurance Companies for 2023, Modern Woodmen has been focused on securing futures with financial guidance and products since 1883. Our representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.

Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

What Makes us Different – Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society. Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.

As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education, and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants.

We want to support and invest in YOU and the things you hold most important.

2023 MWA Community Impact statistics

• Approximately 2,200 local chapters and 500 youth service clubs nationwide
• $46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
• 250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
• $18.2 million in support of members and their communities in 2023.

Modern Woodmen is an equal opportunity employer (EOE).

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Sales, and Business Development

Industries

Financial Services, Insurance, and Investment Management