Financial Representative: Shape Futures & Community Impact

Modern Woodmen of America; California; On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company"m

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other

Job summary

Modern Woodmen of America is seeking motivated financial representatives to help members achieve their financial goals and protect their futures.

As a trusted advisor, you will tailor plans, teach financial concepts, and guide members through life events while building lasting relationships in communities across the United States. This is an opportunity for career growth in a fraternal organization that values integrity, service, and teamwork.

Qualifications

• Passion for helping members improve financial lives.
• Ability to obtain or hold life insurance license and FINRA licenses as required by state.
• Ability to pass a background check including regulatory, criminal and financial standing.

Responsibilities

• Create and execute tailored financial plans that illustrate members' current situations, outline future aspirations, and provide necessary tools and support to reach goals.
• Build trust-based relationships with members and communities across the United States.
• Promote and explain financial products and services to help families protect their futures.

Education

Active life insurance license

FINRA SIE registration

Series 6/7 license

Series 63 license

Tools

Not applicable

Job description

Modern Woodmen of America is seeking motivated financial representatives to help members achieve their financial goals and protect their futures.

As a trusted advisor, you will tailor plans, teach financial concepts, and guide members through life events while building lasting relationships in communities across the United States. This is an opportunity for career growth in a fraternal organization that values integrity, service, and teamwork.