Trusted Financial Planner for Families & Communities

Modern Woodmen of America; Chico (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Pension plan (noncontributory)

Group term life insurance

Trips and incentives

Job summary

Modern Woodmen of America is seeking financial representatives in the United States to help individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary tools and support to reach those goals.

The company is a large fraternal financial services organization with a focus on giving back to communities.

Qualifications

• Passion for bettering members’ financial lives.
• Active life insurance license and FINRA/SIE & Series 6/7 and/or 63 as required by state.
• Able to pass a regulatory, criminal, and financial background check.

Responsibilities

• Create and execute tailored financial plans for members.
• Illustrate current financial situations and future goals.
• Provide the necessary financial tools and support to reach goals.

Skills

Integrity

Leadership

Team oriented

Results driven

Overcome adversity

Helping others

Volunteer spirit

Relationship building

Credible and honest

Job description

Modern Woodmen of America is seeking financial representatives in the United States to help individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary tools and support to reach those goals.

The company is a large fraternal financial services organization with a focus on giving back to communities.