Financial Representative - Entry Level

West Tennessee Region - Modern Woodmen of America; Memphis (TN); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Training & development

Vision insurance

Company parties

Opportunity for advancement

Educational & professional growth

Job summary

Modern Woodmen of America in Tennessee seeks a Financial Services Representative to consult members on life and health coverage, assess needs, and recommend appropriate solutions. You will build lasting relationships, deliver service with integrity, and help families achieve financial security.

Our West Tennessee Region offers training and development, advancement opportunities, and flexible work-from-home options to support work-life balance while serving communities you care about.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA Securities registration (SIE) required or in progress.
• Series 6/7 and 63 licenses or willingness to obtain.
• Pass background check including regulatory, criminal and financial standing.

Responsibilities

• Member Consultation: assess insurance needs and recommend coverage.
• Customer Service: provide exceptional service and resolve inquiries.
• Networking: build a network of client members through referrals.
• Training and Development: participate in ongoing training and professional development.
• Target Achievement: meet or exceed business development goals.

Skills

Strong communication

Relationship building

Customer service

Education

Active life insurance license

FINRA SIE

Series 6/7

Series 63

Job description

Benefits:

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

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.

At the West Tennessee Region of Modern Woodmen of America, our mission is rooted in excellence, service, and community impact. We are dedicated to growing our membership while enhancing the quality of life for those we serve by developing a superior team of financial representatives who embody passion, character, integrity, and honesty. Guided by our vision to cultivate leaders within the financial services industry, we strive to empower our advisors to make a meaningful difference, helping members achieve financial security while strengthening the communities they call home.

Role Responsibilities

• Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
• Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance skills.
• Target Achievement: Meet or exceed business development goals.

About Modern Woodmen

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

Education and training

Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

About you

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented.
• Focus on results/success driven.
• Can or have overcome adversity.
• Grow by helping others.
• Show volunteer spirit in the community.
• Look for self-improvement opportunities.
• Enjoy building long-term relationships.
• Credible, trustworthy and honest.

Benefits and perks

• 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.

Flexible work from home options available.