Financial Advisor: Flexible Schedule & Growth Path

Lee Region - Modern Woodmen of America

Winfield (AL)

Hybrid

USD 60,000 - 90,000

Full time

9 days ago

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Benefits offered by this job

401(k)
401(k) matching
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Job summary

Lee Region - Modern Woodmen of America is seeking a driven Financial Advisor to join our expanding Alabama team. You will assess members' financial and insurance needs and tailor solutions to build lasting relationships through consultative service.

We value a relentless competitive spirit, strong communication, and commitment to community involvement. This commission-based role offers advancement opportunities and a supportive culture with ongoing training and regional collaboration.

Qualifications

  • Team-Oriented
  • Enthusiastic
  • Positive attitude
  • Self-Starter
  • Community-Focused
  • Coachable
  • Goal-Driven
  • Willingness to obtain state insurance license
  • College degree (preferred, not required)

Responsibilities

  • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
  • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
  • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
  • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
  • Target Achievement: Meet or exceed business development goals.

Skills

Team-Oriented
Enthusiastic
Positive attitude
Self-Starter
Community-Focused
Coachable
Goal-Driven
Willingness to obtain state insurance

Job description

Lee Region - Modern Woodmen of America is seeking a driven Financial Advisor to join our expanding Alabama team. You will assess members' financial and insurance needs and tailor solutions to build lasting relationships through consultative service.

We value a relentless competitive spirit, strong communication, and commitment to community involvement. This commission-based role offers advancement opportunities and a supportive culture with ongoing training and regional collaboration.

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