Associate Financial Representative

Modern Woodmen of America; South Carolina; On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking dedicated financial representatives to join their team. This role focuses on helping individuals from diverse backgrounds achieve their financial aspirations through personalized financial plans and expert guidance. With comprehensive training and support, you will build long-lasting relationships while making a significant impact in your community. The company offers a collaborative environment where integrity and leadership are valued, and your contributions will directly enhance the lives of many. Join a team that prioritizes community service and personal growth, and embark on a rewarding career in financial services.

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 improving members’ financial lives.
• Ability to obtain necessary financial licenses.

Responsibilities

• Help individuals achieve their financial goals with tailored plans.
• Provide financial guidance and products to protect families.

Skills

Financial Planning

Leadership

Integrity

Relationship Building

Education

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 $18 billion in assets. Fraternalism combines business with giving back to those we serve – creating a cycle of positive impact.

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

In 2024, Modern Woodmen spent $17.4 million supporting fraternal programs across the United States.

About you

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

Education and training

Our education and training programs start on day one and continue throughout your career. Whether you have extensive experience or are just starting out, you'll receive hands-on workshops, mentorship from seasoned professionals, and access to industry resources to support your success. Our goal is to help you become a trusted professional capable of making a positive impact on many lives.

Qualifications

• Passion for improving 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 your state.
• Ability to pass a background check including 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.

Modern Woodmen is an equal opportunity employer.

Job Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Financial Services and Insurance

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