Financial Wellness Advisor | Build Plans, Help Communities

Modern Woodmen of America; Summerville (SC); On-site; USD 45,000 - 65,000; 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 leading fraternal benefit society is seeking a dedicated financial representative to assist individuals in achieving their financial objectives. The role involves creating tailored financial plans, providing guidance and necessary tools for success, and supporting community initiatives. Candidates should have the ability to obtain relevant licenses and demonstrate strong interpersonal skills. This full-time position offers comprehensive training and a range of benefits, including medical insurance and retirement plans.

Qualifications

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

Responsibilities

• Provide financial guidance and products to help members protect their families.
• Create and execute tailored financial plans to meet members' goals.
• Support members with necessary financial tools and resources.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Overcoming adversity

Helping others

Building long-term relationships

Credibility and trustworthiness

Education

Ability to obtain life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A leading fraternal benefit society is seeking a dedicated financial representative to assist individuals in achieving their financial objectives. The role involves creating tailored financial plans, providing guidance and necessary tools for success, and supporting community initiatives. Candidates should have the ability to obtain relevant licenses and demonstrate strong interpersonal skills. This full-time position offers comprehensive training and a range of benefits, including medical insurance and retirement plans.