Financial Representative

Modern Woodmen of America; Boone (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

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

Job summary

Modern Woodmen of America in Boone, NC, seeks a candidate to deliver personalized investment solutions and assist clients in achieving their long-term financial goals. The role requires building relationships within the community and providing information on financial services.

Ideal candidates possess an entrepreneurial mindset and are community-oriented. Benefits include full medical, dental, and vision insurance, a 401(k) retirement plan with matching, and a non-contributory pension plan.

Qualifications

• Comfortable creating financial plans and ensuring accuracy of information.

Responsibilities

• Provide financial services information to members' families.
• Network with community individuals.
• Secure appointments through continuous prospecting.
• Engage in mentor-led appointments.
• Ask customers for introductions.
• Conduct personal observations in the community.
• Participate in fraternal activities.

Skills

Entrepreneurial mindset

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

• Entrepreneurial mindset
• 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
• Participating in mentor‑lead 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.

Modern Woodmen is an equal opportunity employer (EOE).