Financial Representative

Modern Woodmen of America; Macon (GA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Extensive hands-on training program

Medical, dental and vision insurance

401(k) retirement planning with match

Non-contributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America in Macon, GA is seeking a community-focused financial representative to deliver personalized investment solutions and help families work toward long-term financial goals. You will create financial plans, cross-checking work to ensure accuracy, and engage with members to understand their needs.

The role emphasizes networking, prospecting, and participation in fraternal activities to build relationships and support local programs, with extensive training and a strong

Qualifications

• Strong communication and interpersonal skills.
• Ability to create and cross-check financial plans for accuracy.
• Comfort working with community members and networks.

Responsibilities

• Work with current or new members to provide information about financial services.
• Networking with individuals throughout the community.
• Continuously prospecting to secure appointments.
• Asking customers for favorable introductions.
• Engaging in personal observation through the community.
• Participating in fraternal activities.

Skills

Community oriented

Networking

Prospecting

Financial communication

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

• 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

• Extensive hands-on 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 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.