Financial Representative Entry Level

Smith Region - Modern Woodmen of America; Dallas (TX); On-site; USD 97,000 - 192,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Flexible schedule

Professional development assistance

Job summary

Smith Region - Modern Woodmen of America is seeking a Financial Representative in Dallas, Texas. The role focuses on addressing members' financial needs while demonstrating community leadership, with opportunities to expand into recruiting and training roles.

The ideal candidate is team spirited, enthusiastic, and possesses a competitive nature. This position offers a significant income potential, strong benefits, and a supportive culture.

Qualifications

• Team spirited and enthusiastic attitude in facing challenges.
• Competitive nature or experience as a former athlete is a bonus.
• Genuine and authentic with a drive to contribute.

Responsibilities

• Address members' financial needs and demonstrate community leadership.
• Support growth of the local office and potentially recruit/train others.
• Contribute to overall team success.

Skills

Team Spirited

Enthusiastic Attitude

Competitive Nature

Education

SIE Certification or Willingness to Obtain

Life/Health License or Willingness to Obtain

Job description

Benefits

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

The Role of Financial Representative

As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members' financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.

Perks and Benefits

• Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.
• Exclusive training/development with experienced financial services professionals supporting you.
• An environment and culture of mutual support and growth.
• Attainment of prestigious credentials and recognition.
• Consistent opportunities for growing your income and character.
• Strong benefits and retirement package.
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program

Qualifications

• Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
• Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.

Required Active Financial Licenses

• SIE Certification or Willingness to Quickly Obtain
• Life/Health License or Willingness to Quickly Obtain

Deadline

Apply soon as this position will go fast.

Flexible work from home options available.