Financial Representative

Modern Woodmen of America; Columbia (SC); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental Insurance

Vision Insurance

401(k) match

Non-contributory pension plan

Group term life insurance

Résumé du poste

Modern Woodmen of America seeks a driven financial services professional to deliver personalized investment solutions and help members and their families work toward long-term financial goals. You will be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

As part of the role, you will work with current or new members to provide information about financial services, network within the community, and continuously prospect to secure

Qualifications

• 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.

Responsabilités

• 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

Description du poste

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).