Community Financial Advisor & Planner

Modern Woodmen of America; Woodruff (SC); On-site; USD 46,000 - 68,000; Full time

Benefits offered by this job

Medical, dental and vision Insurance

401(k) retirement planning with 회사 매치

Non-contributory pension plan

Group term life insurance benefits

Expense‑paid trips, valuable prizes, и

Job summary

Modern Woodmen of America seeks a Financial Services Professional to deliver personalized investment solutions and help families reach long-term financial goals. You will design financial plans and thoroughly cross-check information for accuracy to ensure clear, reliable guidance.

The position emphasizes community engagement, networking, and mentoring, with licensing support and opportunities to grow a local branch serving members and their families.

Qualifications

• Ability to create financial plans and cross-check work for accuracy.

Responsibilities

• Work with current or new members to provide information about the financial services their families could utilize.
• Networking with individuals throughout the community
• Continuously prospecting in order to secure appointments
• Participating in mentor‑lead appointments
• Asking customers for favorable introductions
• Engaging in personal observation through the community
• Participating in fraternal activities

Skills

Entrepreneurial mindset

Community oriented

Job description

Modern Woodmen of America seeks a Financial Services Professional to deliver personalized investment solutions and help families reach long-term financial goals. You will design financial plans and thoroughly cross-check information for accuracy to ensure clear, reliable guidance.

The position emphasizes community engagement, networking, and mentoring, with licensing support and opportunities to grow a local branch serving members and their families.