Financial Planner & Community Impact Leader

Modern Woodmen; Ewing Township (NJ); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) retirement plan with company?7m

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America is seeking a diligent financial representative to help members achieve their financial goals through personalized planning and guidance. You will illustrate current situations, outline future aspirations, and offer the necessary financial tools to reach those goals in communities across the country.

You will join a team dedicated to integrity, leadership, and long-term relationships, with comprehensive training, competitive benefits, and opportunities to grow

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold active life insurance license and FINRA registrations as required.
• Ability to pass a background check including regulatory, criminal and financial standing.

Responsibilities

• Develop and execute tailored financial plans for members.
• Provide financial guidance and products to protect members’ futures.
• Build long-term relationships and contribute to community impact.

Skills

Integrity

Leadership

Teamwork

Results-driven

Volunteer spirit

Relationship building

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is seeking a diligent financial representative to help members achieve their financial goals through personalized planning and guidance. You will illustrate current situations, outline future aspirations, and offer the necessary financial tools to reach those goals in communities across the country.

You will join a team dedicated to integrity, leadership, and long-term relationships, with comprehensive training, competitive benefits, and opportunities to grow