Financial Representative & Community Impact Leader

Modern Woodmen of America; Beaufort (SC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other incentives

Job summary

A fraternal financial services organization based in South Carolina is seeking financial representatives to assist individuals in achieving their financial goals through tailored plans. The role focuses on building long-term relationships and providing essential financial products to families. Ideal candidates will possess integrity, leadership skills, and a passion for helping others, along with necessary financial licenses.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to hold active licenses as required by state.
• Must pass a background check.

Responsibilities

• Help individuals achieve financial goals through tailored financial plans.
• Provide financial guidance and products to members.
• Build and strengthen community relationships.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Overcoming adversity

Helping others

Building long-term relationships

Trustworthy and honest

Education

Active life insurance license

FINRA securities registration (Securities Industry Essentials®)

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization based in South Carolina is seeking financial representatives to assist individuals in achieving their financial goals through tailored plans. The role focuses on building long-term relationships and providing essential financial products to families. Ideal candidates will possess integrity, leadership skills, and a passion for helping others, along with necessary financial licenses.