Financial Representative — Build Futures & Community Impact

Modern Woodmen

Whitman (MA)

Hybrid

USD 55,000 - 95,000

Full time

6 days ago

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Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension plan

Group term life insurance

Incentives and bonuses

Job summary

Modern Woodmen of America is seeking financial representatives dedicated to helping individuals achieve financial goals. You will create tailored financial plans illustrating current situations and future aspirations, and provide the necessary tools and support to reach those goals, while building lasting relationships in the community.

Education and training programs support both newcomers and experienced professionals, with hands-on workshops, mentorship, and access to industry resources to

Qualifications

Active life insurance license, FINRA registrations (SIE, Series 6/7, and Series 63 as required by state)
Ability to pass a background check including regulatory, criminal and financial standing
Proven ability to build tailored financial plans for members

Responsibilities

Create and execute tailored financial plans for members
Illustrate members' current situations and future goals
Provide financial tools and support to help achieve goals
Develop long-term relationships with members and communities

Skills

Integrity

Leadership

Teamwork

Results-driven

Volunteer spirit

Growth mindset

Relationship building

Self-improvement

Education

Life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Education and training programs support both newcomers and experienced professionals, with hands-on workshops, mentorship, and access to industry resources to

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