Financial Representative

Modern Woodmen of America; Meridian (MS); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Company-paid retirement plan

Matching 401(k) Plan

Medical, Dental, and Prescription drug

Voluntary benefits: Vision, FSA, ACC

Sales conferences to Bermuda, etc.

Job summary

Modern Woodmen of America is seeking driven individuals to join our field sales team. You will build and manage your own branch office while delivering personalized financial plans for retirement, protection, estate planning, and business benefits to members.

You’ll engage with communities, network with diverse audiences, and pursue ongoing professional growth through our training program and conferences. This is a full-time role with competitive benefits and opportunities for advancement.

Qualifications

• Honest and has integrity.
• Community-oriented attitude.
• Able to communicate clearly with diverse audiences.
• Willing to network effectively to build a client base.
• Eager to grow personally by helping others.
• Aspires to build a personal business, not just work for someone else.

Responsibilities

• Build and manage your own branch office.
• Develop written financial plans for clients (retirement, protection, estate planning).
• Provide financial guidance and solutions to members and communities.
• Engage in ongoing self-improvement and professional development.

Skills

Honesty & integrity

Community orientation

Communication skills

Networking

Growth mindset

Entrepreneurial spirit

Job description

Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits.

Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too.

Sales

What Modern Woodmen offers

Beyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes:

• Company-paid retirement plan


• Matching 401(k) Plan


• Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents’ premiums.


• Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance


• Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.

What we need:

• Is honest and has integrity


• Community-oriented


• Ability to communicate & network effectively with different audiences


• Wants to grow themselves by helping others


• Wants to build a business for themselves, not by themselves


• Is looking for continuous self-improvement

Modern Woodmen is an equal-opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees.