Financial Representative

Modern Woodmen of America; Greenville (SC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) retirement planning with match

Non-contributory pension

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America is seeking a driven financial professional to deliver personalized investment solutions and help members pursue long-term goals. The role involves creating financial plans, cross-checking for accuracy, and engaging with families to understand their needs.

The ideal candidate is entrepreneurial, community-oriented, and adept at networking within the local area to secure appointments and referrals, while participating in mentor-led activities and fraternal programs that

Qualifications

• Entrepreneurial mindset and a community focus are essential for building relationships and opportunities.
• Ability to engage with families to understand their financial goals.

Responsibilities

• Work with current or new members to provide information about financial services their families could utilize.
• Network with individuals throughout the community to grow the member base.
• Continuously prospect to secure appointments and meet sales targets.
• Participate in mentor-led appointments to improve client engagement.
• Ask customers for favorable introductions to build referrals.
• Engage in personal observation through community activities.
• Participate in fraternal activities to strengthen local presence.

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).