Associate Financial Representative

1 month ago

Lewisville, United States Modern Woodmen of America Full time

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.


About the role

Our financial representatives at Modern Woodmen of America are dedicated to helping 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 financial tools and support to reach those goals.


About Modern Woodmen of America

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.

Our representatives provide financial guidance and products to help members protect their families and their futures.

Our products help fund member programs, including social, educational and volunteer activities that enrich members’ livesand meet local needs.

Our programs build and strengthen relationships, allowing for membership growth and greater community impact.


We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community


In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.


About you

Show integrity and character.

Demonstrate leadership skills.

Team-oriented.

Focus on results/success driven.

Can or have overcome adversity.

Grow by helping others.

Show volunteer spirit in the community.

Look for self-improvement opportunities.

Enjoy building long-term relationships.

Credible, trustworthy and honest.


Education and training

Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.


Qualifications

Passion for bettering members’ financial lives.

Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).

Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.


Benefits and perks

Paid medical and dental insurance.

401(k) retirement plan with company match.

Noncontributory pension plan.

Group term life insurance.

Expense-paid trips, bonuses and other incentives.


Modern Woodmen is an equal opportunity employer.

  • Financial Representative Trainee

    3 weeks ago

    Lewisville, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503423 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    4 weeks ago

    Lewisville, Texas, United States Mutual of Omaha Full time

    Comprehensive Financial Advisor Trainee ProgramAt Mutual of Omaha, we are committed to providing our customers with exceptional financial services. As a Financial Representative Trainee, you will play a critical role in helping us achieve this goal.Key Responsibilities:Participate in a comprehensive training program to develop the skills required to provide...

  • Financial Representative Trainee

    1 week ago

    Lewisville, TX, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503423 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Veterinary Financial Specialist

    4 weeks ago

    Lewisville, Texas, United States BluePearl Full time

    Financial Operations AssociateBluePearl Pet Hospital is seeking an experienced Veterinary Financial Coordinator to support our team in North Dallas, TX. As a Financial Operations Associate, you will have primary responsibility for charge capture and other billing-related activities across the hospital. You will ensure that all charges are captured in an...

  • Veterinary Financial Coordinator

    2 weeks ago

    Lewisville, United States BluePearl Full time

    **BluePearl Pet Hospital** **is** **seeking** **an experienced Veterinary Financial Coordinator to join our team in Lewisville, North Dallas, TX!** * _Veterinary experience is required; organized, fiscally responsible and goal-driven._ As the Financial Coordinator, you will have primary responsibility for charge capture and other billing-related activities...

  • Sales Representative

    1 month ago

    Lewisville, North Carolina, United States Lamarque agency Full time

    Job OpportunityWe are seeking highly motivated individuals to join our team as Sales Representatives. As a Sales Representative, you will be responsible for helping families and individuals protect their financial future by providing personalized life insurance coverage.Key Responsibilities:Qualify and set up appointments with clients to discuss life...

  • Veterinary Financial Specialist

    4 weeks ago

    Lewisville, Texas, United States BluePearl Full time

    BluePearl Pet Hospital is seeking a skilled Veterinary Financial Coordinator to support our team in North Dallas, TX.Experience in veterinary care is required; organized, fiscally responsible, and goal-driven individuals are ideal.As the Financial Coordinator, you will be responsible for charge capture and billing-related activities across the hospital. You...

  • Associate Customer Service Representative>

    5 months ago

    Lewisville, United States Wesco Full time

    Wesco - 1601 Waters Ridge Road [Customer Service Representative] As a Customer Service Representative at Wesco, you'll: Respond to customer inquiries by telephone, e-mail, and/or walk-ins to provide inquiry or problem resolution; Resolve mostly routine and some non-routine, more complex problems and communicate solution or requested information to the...

  • Sales Associate

    2 months ago

    Lewisville, United States Batteries Plus Bulbs Full time

    Welcome to the wonderful world of batteries! In our ever-evolving need of mobile power, the battery industry is here to stay. We are actively searching for the ideal person to join our Customer Service Team. Whether full-time or part-time, this Sales Associate position is the dream job for an outgoing, people-person, and forward-thinking individual. If that...

  • Customer Support

    4 weeks ago

    Lewisville, United States Digital Technology Solutions Llc Full time

    DTS is looking for Trading Support (Financial Brokerage) for our direct client Position in Lewisville, TX The Opportunity Support representative is responsible for providing exceptional customer service to clients in matters dealing with their Invest accounts.Servicing respon...

  • Sales Associate Representative

    1 month ago

    Lewisville, Texas, United States Spirit Halloween Full time

    Spirit Halloween Sales Associate Job DescriptionWe are seeking a Sales Associate to join our team at Spirit Halloween. As a Sales Associate, you will be responsible for:Key Responsibilities:Acknowledge all guests through a greeting, smile, or eye contact.Demonstrate knowledge of store products and use this knowledge to build sales.Practice suggestive selling...

  • Customer Relationship Representative

    7 days ago

    Lewisville, United States PeopleReady Full time

    The CRR - AEC is responsible for providing support to the Associate Engagement Centers. By assisting with daily operations, this position advocates for the customer and associate experience. This position assists new associates with the employment pr Relationship, Representative, Relations, Customer Engagement, Associate, Customer, Retail, Staffing

  • Sales Associate

    1 month ago

    Lewisville, United States Batteries Plus Bulbs Full time

    Welcome to the wonderful world of batteries! In our ever-evolving need of mobile power, the battery industry is here to stay. We are actively searching for the ideal person to join our Customer Service Team. Whether full-time or part-time, this Sales Associate position is the dream job for an outgoing, people-person, and forward-thinking individual. If that...

  • Veterinary Financial Coordinator Position

    4 weeks ago

    Lewisville, Texas, United States BluePearl Full time

    Job Title: Veterinary Financial CoordinatorBluePearl Pet Hospital is seeking an experienced Veterinary Financial Coordinator to join our team in North Dallas, TX.Veterinary experience is required. The successful candidate will be organized, fiscally responsible, and goal-driven, with a strong focus on charge capture and billing-related activities.Key...

  • Financial Crimes Compliance Specialist

    4 weeks ago

    Lewisville, Texas, United States Guidehouse Full time

    Job Summary:Guidehouse is seeking a highly skilled Financial Crimes Compliance Analyst to join our team. As a Financial Crimes Compliance Analyst, you will play a critical role in ensuring the quality of service delivery for projects in which Guidehouse conducts financial crime and regulatory compliance related reviews and investigations on behalf of our...

  • Customer Service Representative

    4 weeks ago

    Lewisville, Texas, United States Berenice Mendez - State Farm Agent Full time

    Position Overview:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our agency, you will be responsible for providing exceptional customer experiences and promoting our premier insurance and financial service products.Responsibilities:Forge enduring customer...

  • Insurance Sales Representative

    1 month ago

    Lewisville, North Carolina, United States Allstate - Chad Kish Agency Full time

    Job DescriptionWe are seeking a highly motivated and career-minded individual to join our team as an Insurance Sales Representative. As a sales representative, you will be responsible for meeting new business production goals and objectives, soliciting new business via telephone and other lead sources, and processing customer policy change...

  • DC Associate I

    4 weeks ago

    lewisville, United States Sager Electronics, Inc. Full time

    Sager Electronics, Inc.At Sager Electronics, a thriving medium-sized organization with over 400 employees spread across North America, we're committed to our customer-first vision. Our high-performing team fosters a collaborative atmosphere where every individual's input matters. With a strong emphasis on financial stability and growth, we invite you to join...

  • Sales eCommerce/Retail Associate

    4 weeks ago

    Lewisville, United States AutoNation Full time

    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles,...

  • Territory Sales Representative

    4 weeks ago

    Lewisville, Texas, United States TruGreen Full time

    R20842 102225445 E Jones St, Lewisville, Texas 75067TruGreen accepts applications on an ongoing basis.Job DescriptionTruGreen Neighborhood Lawn Territory Sales RepresentativeEvery TruGreen associate is committed to quality. We all have an important role to play in the success of our company. There is no job too small or too great that doesn't equally impact...