Own Your Branch: Community Financial Planner

Modern Woodmen of America; Meridian (MS); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Company-paid retirement plan

Matching 401(k) Plan

Medical, Dental, and Prescription drug

Voluntary benefits: Vision, FSA, ACC

Sales conferences to Bermuda, etc.

Job summary

Modern Woodmen of America is seeking driven individuals to join our field sales team. You will build and manage your own branch office while delivering personalized financial plans for retirement, protection, estate planning, and business benefits to members.

You’ll engage with communities, network with diverse audiences, and pursue ongoing professional growth through our training program and conferences. This is a full-time role with competitive benefits and opportunities for advancement.

Qualifications

• Honest and has integrity.
• Community-oriented attitude.
• Able to communicate clearly with diverse audiences.
• Willing to network effectively to build a client base.
• Eager to grow personally by helping others.
• Aspires to build a personal business, not just work for someone else.

Responsibilities

• Build and manage your own branch office.
• Develop written financial plans for clients (retirement, protection, estate planning).
• Provide financial guidance and solutions to members and communities.
• Engage in ongoing self-improvement and professional development.

Skills

Honesty & integrity

Community orientation

Communication skills

Networking

Growth mindset

Entrepreneurial spirit

Job description

Modern Woodmen of America is seeking driven individuals to join our field sales team. You will build and manage your own branch office while delivering personalized financial plans for retirement, protection, estate planning, and business benefits to members.

You’ll engage with communities, network with diverse audiences, and pursue ongoing professional growth through our training program and conferences. This is a full-time role with competitive benefits and opportunities for advancement.