Financial Representative

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
About you
Entrepreneurial mindsetCommunity orientedCommunication skillsResponsibilities
Work with current or new members to provide them information about the financial services their families could utilizeNetworking with individuals throughout the communityContinuously prospecting in order to secure appointmentsParticipating in mentor-lead appointmentsAsking customers for favorable introductionsEngaging in personal observation through the communityParticipating in fraternal activitiesBenefits and Perks
Hands-on, extensive training program Medical, dental and vision Insurance paid for401(k) retirement planning with company matchNon-contributory pension plan Group term life insurance benefitsExpense-paid trips, valuable prizes, and exciting incentivesAbout Us
Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.
These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.
Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.
Modern Woodmen of America is an equal opportunity employer.