Community-Focused Financial Advisor

Modern Woodmen; Centerville (OH); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical & dental insurance

401(k) with company match

Noncontributory pension

Group term life insurance

Bonuses & incentives

Job summary

Modern Woodmen of America seeks a Financial Representative to help members achieve their financial goals through tailored plans, clear illustrations of current and future needs, and the right financial tools. You will build lasting relationships and support communities with a trusted, service-oriented approach.

Education and training begin on day one with mentorship from seasoned professionals, empowering you to grow, lead, and make a positive impact in the lives you serve.

Qualifications

• Active life insurance license or ability to obtain.
• FINRA SIE, Series 6/7 and Series 63 registrations as required by state.
• Ability to pass a background check including regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families and their futures.
• Create and execute tailored financial plans that illustrate members' current situations and future goals.
• Support community programs and member initiatives through fraternal activities.

Skills

Integrity

Leadership

Teamwork

Results-driven

Overcome adversity

Help others

Volunteer spirit

Relationship building

Honest

Education

Life insurance license

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America seeks a Financial Representative to help members achieve their financial goals through tailored plans, clear illustrations of current and future needs, and the right financial tools. You will build lasting relationships and support communities with a trusted, service-oriented approach.

Education and training begin on day one with mentorship from seasoned professionals, empowering you to grow, lead, and make a positive impact in the lives you serve.