Financial Advisor & Community Impact Leader

Modern Woodmen

Cleveland (OH)

Hybrid

USD 50,000 - 75,000

Full time

2 days ago
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Benefits offered by this job

401(k) retirement plan
Noncontributory pension
Paid medical and dental insurance
Group term life insurance
Expense-paid trips and incentives

Job summary

Modern Woodmen of America is seeking qualified financial representatives to help members achieve their financial goals through tailored plans and guidance. You will illustrate current situations, outline future aspirations, and provide the needed financial tools and support.

Join a fraternal benefit society with a strong community focus, ongoing education, mentorship, and opportunities to advance within a supportive team. We value integrity, leadership, and relationship building.

Qualifications

  • Passion for bettering members' financial lives.
  • Active life insurance license and securities registrations as required.
  • Able to pass background check that includes regulatory, criminal and financial standing.

Responsibilities

  • Provide financial guidance and products to help members protect their families and futures.
  • Build and strengthen relationships within the community and with members.
  • Participate in training programs and mentorship to develop professional skills.

Skills

Integrity
Leadership
Team-oriented
Results-driven
Volunteer spirit
Relationship building
Self-improvement

Education

Active life insurance license
FINRA SIE
Series 6/7
Series 63

Job description

Modern Woodmen of America is seeking qualified financial representatives to help members achieve their financial goals through tailored plans and guidance. You will illustrate current situations, outline future aspirations, and provide the needed financial tools and support.

Join a fraternal benefit society with a strong community focus, ongoing education, mentorship, and opportunities to advance within a supportive team. We value integrity, leadership, and relationship building.

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