Community-Driven Financial Planner & Advisor

Modern Woodmen of America; Columbia (SC); On-site; USD 45,000 - 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

Group term life insurance benefits

Expense-paid trips and exciting incentives

Job summary

Modern Woodmen of America in Columbia, South Carolina is seeking a dedicated financial representative to deliver personalized investment solutions and help clients achieve their financial goals. The ideal candidate should possess strong communication skills and an entrepreneurial mindset with a passion for community involvement.

The role involves networking, prospecting, and providing valuable financial data to clients while participating in fraternal activities. Competitive benefits include full medical insurance, a 401(k) plan, and other perks.

Qualifications

• Experience in the Finance and Insurance industry is preferred but not mandatory.
• Willingness to obtain industry licensing supported by the company.
• Ability to build relationships through effective communication.

Responsibilities

• Provide financial information to clients about available services.
• Network with community individuals.
• Prospect for new appointments.
• Ask customers for favorable introductions.
• Engage with the community through observations.
• Participate in community activities.

Skills

Entrepreneurial mindset

Community oriented

Communication skills

Job description

Modern Woodmen of America in Columbia, South Carolina is seeking a dedicated financial representative to deliver personalized investment solutions and help clients achieve their financial goals. The ideal candidate should possess strong communication skills and an entrepreneurial mindset with a passion for community involvement.

The role involves networking, prospecting, and providing valuable financial data to clients while participating in fraternal activities. Competitive benefits include full medical insurance, a 401(k) plan, and other perks.