Financial Representative

Modern Woodmen of America; Owasso (OK); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

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 and valuable prizes

Job summary

A financial services organization based in Owasso, Oklahoma, is seeking a candidate to deliver personalized investment solutions to help clients achieve their financial goals. Responsibilities include providing financial service information to members, networking within the community, and engaging in prospecting activities. The role offers extensive training, comprehensive insurance benefits, and opportunities for community involvement. Ideal candidates should be community-oriented and comfortable creating financial plans with accuracy.

Qualifications

• Ability to create financial plans with accuracy.
• Comfortable with networking and community engagement.
• Willingness to prospect and secure appointments.

Responsibilities

• Provide information about financial services to members.
• Network within the community to grow relationships.
• Continuously prospect to secure appointments.
• Request customer referrals for introductions.
• Engage in community observation.
• Participate in fraternal activities.

Skills

Community orientation

Networking

Prospecting

Job description

Overview

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

• 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.