Independent Financial Advisor: Grow Your Practice

Modern Woodmen of America; North Carolina; On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

100% Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory Pension plan

Group term life insurance

Performance-based compensation with uncapped potential

Bonuses and incentive trips

Job summary

A leading fraternal benefit society in North Carolina is seeking an Associate Financial Representative. In this performance-based role, you'll work with clients to identify financial goals, create tailored strategies, and build long-term relationships. The position offers mentorship, structured development support, and opportunities to advance into senior roles. Candidates must have a passion for helping others and the ability to obtain required licenses. Comprehensive benefits include 100% paid medical insurance and a 401(k) plan.

Qualifications

• Candidates receive education materials at no cost.
• Licensing includes Life Insurance License, SIE, Series 6 or 7, Series 65 or 66.
• Ongoing coaching and accountability during licensing process.

Responsibilities

• Work with individuals, families, and business owners to identify financial goals.
• Create and implement tailored financial strategies.
• Build long-term client relationships through trust and service.

Skills

Passion for helping others improve their financial lives

Strong character, integrity, and professionalism

Coachable and growth-oriented mindset

Ability to pass a background check

Education

Ability to obtain or currently hold required licenses

Job description

A leading fraternal benefit society in North Carolina is seeking an Associate Financial Representative. In this performance-based role, you'll work with clients to identify financial goals, create tailored strategies, and build long-term relationships. The position offers mentorship, structured development support, and opportunities to advance into senior roles. Candidates must have a passion for helping others and the ability to obtain required licenses. Comprehensive benefits include 100% paid medical insurance and a 401(k) plan.