Financial Representative

Modern Woodmen of America; McDonough (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision Insurance

401(k) with match

Pension plan

Group life insurance

Incentives and trips

Job summary

Modern Woodmen of America in Georgia is seeking a motivated financial professional to deliver personalized investment solutions and assist members in achieving long-term financial goals. You will build financial plans and verify information for accuracy, supporting the community with trusted guidance.

The role emphasizes community networking, prospecting for appointments, and engaging in fraternal activities while offering extensive training and growth opportunities within a mission-driven,

Qualifications

• The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Comfort creating financial plans and cross-checking work to ensure complete accuracy of information.
• Strong community orientation and networking skills.

Responsibilities

• Work with members to provide 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.

Skills

Financial planning

Investment advisory

Cross-checking accuracy

Community networking

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.