Financial Representative Seeking Growth

Mays Region - Modern Woodmen of America; Charlotte (NC); On-site; USD 97,000 - 192,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Life insurance

Professional development assistance

Referral program

Job summary

Modern Woodmen of America is seeking a Financial Representative in Charlotte, North Carolina. The role involves addressing members' financial needs, demonstrating local leadership, and contributing to office growth. Candidates should be able to obtain proper state licensing, have a competitive spirit, and pursue SIE and Life/Health certifications. The position offers flexibility for work from home and various benefits, including health and vision insurance, training, and development opportunities.

Qualifications

• Current holder of, or willingness to quickly obtain, the appropriate state licensing.
• Team spirited, enthusiastic, and positive attitude towards challenges.
• Genuine and authentic with willingness and drive to achieve goals.

Responsibilities

• Address members’ financial needs effectively.
• Demonstrate leadership in the community.
• Support the growth of the local office.

Skills

State licensing

Positive attitude

Team spirit

Competitive nature

Education

SIE certification

Life/Health license

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
• Life insurance
• Professional development assistance
• Referral program

Salary & Compensation

Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.

Role

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.

Qualifications

• Current holder of, or willingness to quickly obtain, the appropriate state licensing.
• Team spirited, enthusiastic, and positive attitude towards challenges.
• Genuine and authentic, with willingness and drive to achieve goals.
• Competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, etc.) is a bonus.
• Completed or willing to obtain SIE certification.
• Completed or willing to obtain Life/Health license.

Work Environment

Flexible work from home options available.