Financial Representative

Modern Woodmen of America; Yukon (OK); On-site; 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 community-focused financial services firm located in Yukon, Oklahoma, seeks motivated individuals to deliver personalized investment solutions. This role involves assisting clients in achieving their financial goals, networking within the community, and partaking in various fraternal activities. The ideal candidate will have strong community ties and be willing to undergo extensive training. Benefits include medical, dental, and vision insurance, along with a robust 401(k) retirement plan and other incentives.

Qualifications

• Comfortable creating financial plans and ensuring accuracy of information.

Responsibilities

• Provide members information about financial services.
• Network with community individuals.
• Prospect for appointments.
• Ask customers for introductions.
• Engage in personal community observation.
• Participate in fraternal activities.

Skills

Community oriented

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.