Community-Focused Financial Advisor & Planner

Modern Woodmen of America; Texas; On-site; USD 50,000 - 70,000; Full time

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, bonuses and other incentives

Job summary

A national financial services organization in Wisconsin seeks a Regional Field Recruiter to help individuals achieve their financial goals. This role offers comprehensive training and the opportunity to impact communities positively. Responsibilities include creating tailored financial plans for members. Candidates should be results-driven, possess a life insurance license, and have strong character. We provide a supportive work environment with a focus on personal growth.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass background check including satisfactory regulatory, criminal and financial standing.

Responsibilities

• Help individuals achieve their financial goals through tailored financial plans.
• Provide financial guidance and products to help members protect their families.

Skills

Integrity and character

Leadership skills

Team-oriented

Focus on results

Volunteer spirit

Building long-term relationships

Education

Active life insurance license

FINRA securities registration

Job description

A national financial services organization in Wisconsin seeks a Regional Field Recruiter to help individuals achieve their financial goals. This role offers comprehensive training and the opportunity to impact communities positively. Responsibilities include creating tailored financial plans for members. Candidates should be results-driven, possess a life insurance license, and have strong character. We provide a supportive work environment with a focus on personal growth.