Community-Focused Financial Advisor & Planner

Modern Woodmen of America; South Carolina; Presencial; USD 45.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Pension plan

Group term life insurance

Descripción de la vacante

Modern Woodmen of America is seeking a Financial Representative to deliver personalized investment solutions and help members plan for long-term financial goals. The role emphasizes building trust and providing accurate financial planning guidance to families and communities.

You'll network within the community, prospect for appointments, and work to secure referrals while supporting members with a range of financial services and protective products.

Formación

• Community oriented with strong relationship-building skills.

Responsabilidades

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

Conocimientos

Community oriented

Descripción del empleo

Modern Woodmen of America is seeking a Financial Representative to deliver personalized investment solutions and help members plan for long-term financial goals. The role emphasizes building trust and providing accurate financial planning guidance to families and communities.

You'll network within the community, prospect for appointments, and work to secure referrals while supporting members with a range of financial services and protective products.