Community-Driven Financial Planner & Advisor

Modern Woodmen of America; Chapin (SC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance paid for

401(k) retirement planning with company match

Non-contributory pension plan

Expense-paid trips and prizes

Job summary

Modern Woodmen of America is looking for candidates to deliver personalized investment solutions aimed at helping clients achieve their long-term financial goals. Ideal candidates should possess an entrepreneurial mindset and strong communication skills to develop relationships within the community.

Responsibilities include providing information about financial services, networking, and continuous prospecting to secure member appointments. This position offers comprehensive benefits including paid medical, dental, and vision insurance, a 401(k) plan with a company match, and more.

Qualifications

• Experience in the Finance and Insurance industry.
• Comfortable creating financial plans and ensuring accuracy.
• Community-oriented mindset and ability to connect with clients.

Responsibilities

• Provide financial information to current and new members.
• Network within the community to establish connections.
• Continuously prospect to secure appointments.

Skills

Communication skills

Entrepreneurial mindset

Networking ability

Job description

Modern Woodmen of America is looking for candidates to deliver personalized investment solutions aimed at helping clients achieve their long-term financial goals. Ideal candidates should possess an entrepreneurial mindset and strong communication skills to develop relationships within the community.

Responsibilities include providing information about financial services, networking, and continuous prospecting to secure member appointments. This position offers comprehensive benefits including paid medical, dental, and vision insurance, a 401(k) plan with a company match, and more.