Financial Representative

Modern Woodmen of America; South Carolina; On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Pension plan

Group term life insurance

Job summary

Modern Woodmen of America is seeking a Financial Representative to deliver personalized investment solutions and help members plan for long-term financial goals. The role emphasizes building trust and providing accurate financial planning guidance to families and communities.

You'll network within the community, prospect for appointments, and work to secure referrals while supporting members with a range of financial services and protective products.

Qualifications

• Community oriented with strong relationship-building skills.

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

Skills

Community oriented

Job description

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.

About the Role

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.

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

Required Skills

• Community oriented

Preferred Skills

For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses!

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

Equal Opportunity Statement

Modern Woodmen is an equal opportunity employer (EOE).