Financial Advisor & Community Growth Partner

Modern Woodmen of America; Greenville (SC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) retirement planning with match

Non-contributory pension

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America is seeking a driven financial professional to deliver personalized investment solutions and help members pursue long-term goals. The role involves creating financial plans, cross-checking for accuracy, and engaging with families to understand their needs.

The ideal candidate is entrepreneurial, community-oriented, and adept at networking within the local area to secure appointments and referrals, while participating in mentor-led activities and fraternal programs that

Qualifications

• Entrepreneurial mindset and a community focus are essential for building relationships and opportunities.
• Ability to engage with families to understand their financial goals.

Responsibilities

• Work with current or new members to provide information about financial services their families could utilize.
• Network with individuals throughout the community to grow the member base.
• Continuously prospect to secure appointments and meet sales targets.
• Participate in mentor-led appointments to improve client engagement.
• Ask customers for favorable introductions to build referrals.
• Engage in personal observation through community activities.
• Participate in fraternal activities to strengthen local presence.

Skills

Entrepreneurial mindset

Community oriented

Job description

Modern Woodmen of America is seeking a driven financial professional to deliver personalized investment solutions and help members pursue long-term goals. The role involves creating financial plans, cross-checking for accuracy, and engaging with families to understand their needs.

The ideal candidate is entrepreneurial, community-oriented, and adept at networking within the local area to secure appointments and referrals, while participating in mentor-led activities and fraternal programs that