Financial Representative

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Pension plan

Life insurance

Trips and incentives

Job summary

Modern Woodmen of America is seeking a candidate to deliver personalized investment solutions and help clients work toward long-term financial goals. You will create financial plans and cross-check information for accuracy.

The role emphasizes entrepreneurial mindset, community involvement, and networking to build relationships and secure appointments within local markets.

Qualifications

• Work with current or new members to provide them information about the financial services their families could utilize
• Networking with individuals throughout the community

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

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).