Community-Driven Financial Planner & Advisor

Modern Woodmen of America; Newberry (SC); On-site; USD 40,000 - 60,000; 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 valuable prizes

Job summary

Modern Woodmen of America is seeking candidates who can deliver personalized investment solutions, helping clients achieve their financial goals. Ideal applicants should possess strong communication skills and be community-oriented.

The role involves working with members to provide financial service information, networking, and continuously prospecting. Benefits include paid insurance, a 401(k) match, and a pension plan.

Join a company recognized by Forbes for providing solid insurance products and making a meaningful community impact.

Qualifications

• Demonstrate effective communication to develop client relationships.
• Ability to network within the community.
• Possess an entrepreneurial mindset to tackle challenges.

Responsibilities

• Provide information about financial services to members.
• Network with community individuals.
• Prospect continuously to secure appointments.
• Engage in community observation.

Skills

Communication skills

Networking

Entrepreneurial mindset

Experience in Finance and Insurance

Job description

Modern Woodmen of America is seeking candidates who can deliver personalized investment solutions, helping clients achieve their financial goals. Ideal applicants should possess strong communication skills and be community-oriented.

The role involves working with members to provide financial service information, networking, and continuously prospecting. Benefits include paid insurance, a 401(k) match, and a pension plan.

Join a company recognized by Forbes for providing solid insurance products and making a meaningful community impact.