Impactful Financial Advisor & Community Builder

Modern Woodmen; Tulsa (OK); On-site; USD 55,000 - 85,000; 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 and bonuses

Job summary

A leading fraternal benefit society is hiring a financial representative in Tulsa, Oklahoma. This role involves executing tailored financial plans, providing advice, and building long-term relationships with members. The ideal candidates are motivated, integrity-driven, and must have or obtain required licenses. Successful representatives can expect comprehensive training, competitive benefits including paid medical insurance and retirement plans, and incentives like bonuses and expense-paid trips.

Qualifications

• Passionate about improving financial lives.
• Able to pass a background check.
• Desire for continuous self-improvement.

Responsibilities

• Execute tailored financial plans for clients.
• Provide financial guidance and products.
• Build and maintain long-term relationships.

Skills

Integrity and character

Leadership skills

Team-oriented

Results driven

Ability to build long-term relationships

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading fraternal benefit society is hiring a financial representative in Tulsa, Oklahoma. This role involves executing tailored financial plans, providing advice, and building long-term relationships with members. The ideal candidates are motivated, integrity-driven, and must have or obtain required licenses. Successful representatives can expect comprehensive training, competitive benefits including paid medical insurance and retirement plans, and incentives like bonuses and expense-paid trips.