Financial Representative

Modern Woodmen of America; Dalton (GA); On-site; Full time

Benefits offered by this job

Hands-on, extensive 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

Job summary

A leading financial services organization is seeking a community-oriented individual to provide personalized investment solutions and financial plans. The position involves networking in the community, prospecting, and engaging in fraternal activities. The ideal candidate will benefit from extensive training and enjoy various perks like medical insurance and retirement planning options. This full-time role is based in Dalton, Georgia.

Qualifications

• Ability to deliver personalized investment solutions.
• Comfortable creating financial plans and ensuring accuracy.

Responsibilities

• Work with members to inform about financial services.
• Network with individuals in the community.
• Continuously prospect for appointments.
• Engage in personal observation through the community.
• Participate in fraternal activities.

Skills

Community oriented

Job description

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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
• 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

Benefits and Perks

• Hands-on, extensive 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 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 serve their clients and communities.

Modern Woodmen of America is an equal opportunity employer.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance, Sales, and Business Development

Industries

• Financial Services, Insurance, and Investment Management

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Inferred from the description for this job

401(k), Pension plan, Medical insurance, Vision insurance

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