Community-Focused Financial Advisor with Growth & Benefits

Modern Woodmen of America; Hartselle (AL); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

Noncontributory pension plan

Group term life insurance

Incentives and bonuses

Job summary

Modern Woodmen of America is seeking a financially skilled representative to help families create personalized financial plans. You will illustrate current situations, outline futures, and offer tools and guidance to reach goals.

You will build long-term relationships, provide ongoing service, and participate in community programs to positively impact members and communities served by Modern Woodmen.

Qualifications

• Active life insurance license or ability to obtain.
• FINRA securities registrations required (SIE, Series 6/7, and Series 63 where state).
• Ability to pass a background check (regulatory, criminal and financial).

Responsibilities

• Develop and present tailored financial plans for members and families.
• Help clients achieve their financial goals through suitable products and guidance.
• Build long-term relationships and provide ongoing service and support.
• Participate in community outreach and member programs to grow impact.

Skills

Integrity

Leadership

Teamwork

Results oriented

Community oriented

Relationship building

Volunteer spirit

Education

Life insurance license

SIE (FINRA)

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is seeking a financially skilled representative to help families create personalized financial plans. You will illustrate current situations, outline futures, and offer tools and guidance to reach goals.

You will build long-term relationships, provide ongoing service, and participate in community programs to positively impact members and communities served by Modern Woodmen.