Financial Planner & Community Impact Advisor

Modern Woodmen; United States; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with match

Noncontributory pension

Group term life insurance

Incentives and trips

Job summary

Modern Woodmen of America seeks financial representatives to help individuals from diverse backgrounds achieve their financial goals. You will craft tailored plans, illustrate current and future needs, and provide tools and support to reach those goals.

From day one, the education and training programs and mentorship will prepare you to obtain life insurance and FINRA registrations while contributing to local communities through programs and incentives.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA registrations (SIE, Series 6/7, and Series 63 as required).
• Pass a background check including regulatory, criminal and financial standings.
• Passion for helping members improve their financial lives.

Responsibilities

• Develop and implement tailored financial plans for members.
• Provide financial guidance and products to protect families’ futures.
• Build and maintain long-term member relationships and community presence.

Skills

Integrity

Leadership

Team orientation

Results-driven

Overcome adversity

Help others

Volunteer spirit

Self-improvement

Relationship building

Credible/honest

Education

Active life insurance license

FINRA SIE (Securities)

FINRA Series 6/7

FINRA Series 63

Job description

Modern Woodmen of America seeks financial representatives to help individuals from diverse backgrounds achieve their financial goals. You will craft tailored plans, illustrate current and future needs, and provide tools and support to reach those goals.

From day one, the education and training programs and mentorship will prepare you to obtain life insurance and FINRA registrations while contributing to local communities through programs and incentives.