A large fraternal benefit society is seeking financial representatives dedicated to helping individuals achieve their financial goals. You will create tailored financial plans and offer necessary tools for members, focusing on integrity and community impact. With robust education and training from day one, you will be equipped to succeed. This role includes valuable benefits such as paid medical and dental insurance, a retirement plan with a match, and a noncontributory pension plan.
Qualifications
Passion for bettering members’ financial lives.
Ability to pass a regulatory, criminal and financial background check.
Responsibilities
Create and execute tailored financial plans for members.
Provide financial guidance and products to help protect families.
Support members in achieving their financial goals.
Skills
Integrity and character
Leadership skills
Team-oriented
Results driven
Overcoming adversity
Helping others
Volunteer spirit
Self-improvement
Building long-term relationships
Trustworthiness
Education
Active life insurance license
FINRA securities registration
Series 6 and/or 7 license
Series 63 license
Job description
A large fraternal benefit society is seeking financial representatives dedicated to helping individuals achieve their financial goals. You will create tailored financial plans and offer necessary tools for members, focusing on integrity and community impact. With robust education and training from day one, you will be equipped to succeed. This role includes valuable benefits such as paid medical and dental insurance, a retirement plan with a match, and a noncontributory pension plan.