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Benefits offered by this job
Paid medical and dental insurance
401(k) retirement plan with company match
Noncontributory pension plan
Group term life insurance
Expense-paid trips and bonuses
Job summary
A fraternal financial services organization is looking for financial representatives to help individuals achieve their financial goals. You will create tailored financial plans and provide guidance on financial products. This entry-level full-time role comes with extensive training, benefits like medical and dental insurance, and a 401(k) with company match. Ideal candidates should demonstrate leadership, integrity, and a commitment to improving members' financial lives.
Qualifications
Passionate about improving members’ financial lives.
Ability to obtain an active life insurance license and other relevant securities licenses.
Must pass a background check for regulatory, criminal, and financial standing.
Responsibilities
Help individuals achieve their financial goals.
Create tailored financial plans for members.
Provide financial guidance and products.
Skills
Integrity and character
Leadership skills
Team-oriented
Results/success driven
Relationship building
Trustworthy and honest
Job description
A fraternal financial services organization is looking for financial representatives to help individuals achieve their financial goals. You will create tailored financial plans and provide guidance on financial products. This entry-level full-time role comes with extensive training, benefits like medical and dental insurance, and a 401(k) with company match. Ideal candidates should demonstrate leadership, integrity, and a commitment to improving members' financial lives.