Community-Focused Financial Advisor

Modern Woodmen of America; Spartanburg (SC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Pension plan

Life insurance

Incentives and trips

Job summary

Modern Woodmen of America is seeking a candidate to deliver personalized investment solutions and help families work toward long-term financial goals. You will craft financial plans, cross-check information for accuracy, and clearly explain available products and services to members.

We value an entrepreneurial mindset and a community focus, offering license support and opportunities to network, mentor appointments, and participate in fraternal activities that strengthen local relationships.

Qualifications

• Entrepreneurial mindset.
• Community oriented.

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-led 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 is seeking a candidate to deliver personalized investment solutions and help families work toward long-term financial goals. You will craft financial plans, cross-check information for accuracy, and clearly explain available products and services to members.

We value an entrepreneurial mindset and a community focus, offering license support and opportunities to network, mentor appointments, and participate in fraternal activities that strengthen local relationships.