Community-Focused Financial Planner

Modern Woodmen of America; Roswell (NM); On-site; USD 40,000 - 65,000; 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 financial services organization is seeking a Financial Representative in Roswell, New Mexico. The role involves guiding clients in achieving their financial objectives and requires a passion for improving members' financial lives. Qualifications include an active life insurance license and the ability to build long-term relationships. The company offers extensive training, health benefits, a 401(k) plan, and other perks, promoting a community-focused environment.

Qualifications

• Passionate about bettering members’ financial lives.
• Able to pass a background check including regulatory and criminal standing.
• No prior financial services experience required; extensive training provided.

Responsibilities

• Provide financial guidance and products to members.
• Create tailored financial plans for achieving financial goals.
• Support members in protecting their families and futures.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Ability to build long-term relationships

Trustworthy and honest

Education

Active life insurance license

FINRA securities registration

Completion of Series 6 and/or 7 license

Completion of Series 63 license

Job description

A financial services organization is seeking a Financial Representative in Roswell, New Mexico. The role involves guiding clients in achieving their financial objectives and requires a passion for improving members' financial lives. Qualifications include an active life insurance license and the ability to build long-term relationships. The company offers extensive training, health benefits, a 401(k) plan, and other perks, promoting a community-focused environment.