Financial Representative

Modern Woodmen of America; Lexington (SC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

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 and exciting incentives

Job summary

Modern Woodmen of America is looking for a financial representative in Lexington, South Carolina, to deliver personalized investment solutions to clients aiming for their long-term financial goals. Ideal candidates should have an entrepreneurial mindset and strong communication skills.

The role involves networking, providing financial services information to clients, and participating in community activities. The company offers great benefits, including medical insurance, retirement planning, and more.

Qualifications

• Entrepreneurial mindset with persistence and adaptability.
• Deep appreciation for the community and a desire to help.
• Strong communication skills for building relationships.
• Experience in the Finance and Insurance industry preferred.

Responsibilities

• Provide clients information about financial services.
• Network within the community to build relationships.
• Continuously prospect for new appointments.
• Ask customers for referrals.
• Engage in community observation.
• Participate in fraternal activities.

Skills

Entrepreneurial mindset

Community oriented

Strong communication skills

Experience in Finance and Insurance

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 – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
• Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.
• Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.
• Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities!

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

About Us

Named to Forbes’ list of World's Best Insurance Companies for 2023

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. As a result, members 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.

What Makes us Different – Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society.

Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.

As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, "Make an Impact" Scholarship opportunities, and "Do Good" Grants.

We want to support and invest in YOU and the things you hold most important.

2022 MWA Community Impact statistics

• Approximately 2,200 local chapters and 500 youth service clubs nationwide
• $46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
• 278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
• $17.8 million in support of members and their communities in 2022

Modern Woodmen is an equal opportunity employer (EOE).