Impactful Financial Planner & Family Futures Advisor

Modern Woodmen of America; McAllen (TX); On-site; USD 45,000 - 75,000; 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 financial services organization in McAllen, TX, is seeking a Financial Representative to help individuals achieve their financial goals through tailored plans and guidance. This role involves building long-term relationships in the community and requires integrity, leadership, and a passion for service. Ideal candidates will have or be willing to obtain necessary insurance licenses. Benefits include paid medical insurance, retirement plans, and ongoing training.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain an active life insurance license and required registrations.
• Ability to pass a background check.

Responsibilities

• Help individuals achieve their financial goals with tailored plans.
• Provide financial guidance and products to members.
• Build long-term relationships within the community.

Job description

A leading financial services organization in McAllen, TX, is seeking a Financial Representative to help individuals achieve their financial goals through tailored plans and guidance. This role involves building long-term relationships in the community and requires integrity, leadership, and a passion for service. Ideal candidates will have or be willing to obtain necessary insurance licenses. Benefits include paid medical insurance, retirement plans, and ongoing training.