Financial Representative

Modern Woodmen of America; Carrollton (GA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Training program

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Pension plan

Group life insurance

Incentives and trips

Job summary

Modern Woodmen is seeking a financial professional to deliver personalized investment solutions and help members work toward long-term goals. You will craft financial plans and verify information for accuracy.

Build relationships in the community, network broadly, and actively prospect to secure appointments. You’ll engage in fraternal activities and participate in member-focused programs, with extensive training and support from the organization.

Qualifications

• The ideal candidate will deliver personalized investment solutions to help clients work toward long-term financial goals.

Responsibilities

• Work with current or new members to provide information about financial services they could utilize.
• Network with individuals throughout the community.
• Continuously prospect to secure appointments.
• Ask customers for favorable introductions.
• Engage in personal observation through the community.
• Participate in fraternal activities.

Skills

Community oriented

Networking

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

• Extensive hands‑on training program
• 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

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.