Financial Representative

Modern Woodmen of America; Blowing Rock (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) with match

Non-contributory pension

Group term life insurance

Incentives and trips

Job summary

Modern Woodmen of America seeks a community-oriented financial services professional to deliver personalized investment solutions and help members plan for long-term goals. You will create and cross-check financial plans to ensure accuracy and work closely with members across the community.

Responsibilities include networking, prospecting for appointments, and engaging in fraternal activities while building strong member relationships in the Blowing Rock area.

Qualifications

• Deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Work with current or new members to provide information about the financial services their families could utilize.
• Networking with individuals throughout the community
• Continuously prospecting in order to secure appointments
• Asking customers for favorable introductions
• Engaging in personal observation through the community
• Participating in fraternal activities

Skills

Community oriented

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

About you

• Community oriented

Responsibilities

• Work with current or new members to provide them information about the financial services their families could utilize
• Networking with individuals throughout the community
• Continuously prospecting in order to secure appointments
• Asking customers for favorable introductions
• Engaging in personal observation through the community
• Participating in fraternal activities

Benefits and Perks

• Medical, dental and vision Insurance paid for
• 401(k) retirement planning with company match
• Non-contributory pension plan
• Group term life insurance benefits
• Expense-paid trips, valuable prizes, and exciting incentives

For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses!

About Us

Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.

Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

Equal Opportunity Statement

Modern Woodmen is an equal opportunity employer (EOE).