Financial Representative: Build Futures & Community Impact

Modern Woodmen of America; San Ramon (CA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Pension plan

Life insurance

Bonuses

Job summary

Modern Woodmen of America seeks dedicated financial representatives to guide members in achieving their financial goals through tailored planning and proactive support. You’ll illustrate current situations, outline future aspirations, and provide tools to reach those goals, while building lasting relationships within communities.

Education paths include licensing and FINRA registrations; success hinges on integrity, leadership, and a service-oriented mindset that strengthens families and

Qualifications

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented and results-driven mindset.
• Volunteer spirit and community focus.

Responsibilities

• Create and execute tailored financial plans for members.
• Explain financial tools and products to help protect families and futures.
• Build long-term relationships and provide ongoing guidance.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Volunteer spirit

Community engagement

Education

Active life insurance license

FINRA SIE

SIE/Series 6 or 7

Series 63

Job description

Modern Woodmen of America seeks dedicated financial representatives to guide members in achieving their financial goals through tailored planning and proactive support. You’ll illustrate current situations, outline future aspirations, and provide tools to reach those goals, while building lasting relationships within communities.

Education paths include licensing and FINRA registrations; success hinges on integrity, leadership, and a service-oriented mindset that strengthens families and