A leading fraternal benefit society seeks financial representatives to create tailored financial plans and provide guidance to individuals. Responsibilities include fostering relationships within the community and enhancing members' financial lives. Ideal candidates should possess strong integrity and leadership skills, as well as relevant licenses or the willingness to obtain them. This position offers comprehensive training, medical benefits, and a retirement plan, along with opportunities for growth and community engagement.
Qualifications
Passion for bettering members’ financial lives.
Ability to pass a background check with satisfactory standing.
Willingness to acquire necessary licenses.
Responsibilities
Create and execute tailored financial plans for members.
Provide financial guidance and products to protect families.
Engage in community volunteer activities to enhance member lives.
Skills
Integrity and character
Leadership skills
Team-oriented
Results-driven
Overcoming adversity
Building long-term relationships
Credible and trustworthy
Education
Active life insurance license
FINRA securities registration
Series 6 and/or 7 license
Series 63 license
Job description
A leading fraternal benefit society seeks financial representatives to create tailored financial plans and provide guidance to individuals. Responsibilities include fostering relationships within the community and enhancing members' financial lives. Ideal candidates should possess strong integrity and leadership skills, as well as relevant licenses or the willingness to obtain them. This position offers comprehensive training, medical benefits, and a retirement plan, along with opportunities for growth and community engagement.