Associate Financial Representative

3 weeks ago


Tuscaloosa, United States Modern Woodmen of America Full time

Overview


The Modern Woodmen – Tuscaloosa office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice.



The ideal candidate


Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.

Community oriented – has a passion for giving back to the local community and developing connections.

Communication skills – is able to develop connections and relationships through proactive conversations and prospecting.

Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities



Responsibilities


Work with current or new members to provide them information about the financial services their families could utilize.

Networking with individuals throughout the community.

Continuously prospecting in order to secure appointments.

Participating in mentor-lead appointments.

Asking customers for favorable introductions.

Engaging in personal observation through the community.

Participating in fraternal activities.

Engage in continuous educational opportunities.



Benefits and Perks


Medical, dental and vision Insurance paid for

401(k) retirement planning with company match

Non-contributory pension plan

Group term life insurance benefits

Expense-paid trips, valuable prizes, and exciting incentives



About Us


Named to Forbes’ list of World’s Best Insurance Companies for 2023


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. As a result, members 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.



What Makes us Different – Why Modern Woodmen?


In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society.


Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.


As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education, and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants.


We want to support and invest in YOU and the things you hold most important.



2023 MWA Community Impact statistics

  • Approximately 2,200 local chapters and 500 youth service clubs nationwide
  • $46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
  • 250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
  • $18.2 million in support of members and their communities in 2023.


Modern Woodmen is an equal opportunity employer (EOE).



  • Tuscaloosa, United States Raymond James Financial Incorporated Full time

    Job Summary: Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new...

  • Financial Advisor

    2 days ago


    Tuscaloosa, United States The Piedmont Group Full time

    Explore why local, experienced advisors have joined The Piedmont Group to elevate their practice. Are you next? Our Tuscaloosa office, as well as our other 4 southeast locations, rank #5 at MassMutual for 1st year agent revenue. The Piedmont Group is a non-captive agency provided holistic financial solutions, so naturally advisors get compensated on...


  • Tuscaloosa, United States First-Sun Finance Full time

    Job DescriptionJob DescriptionLocal finance company looking to fill a part-time position as a Customer Service Representative (CSR). In simple terms, your job is to make sure the customers are happy and that they continue doing business with your employer.As a CSR, your responsibilities would be assisting customers with queries or offering financial loans as...


  • Tuscaloosa, United States First-Sun Finance Full time

    Local finance company looking to fill a part-time position as a Customer Service Representative (CSR).  In simple terms, your job is to make sure the customers are happy and that they continue doing business with your employer. As a CSR, your responsibilities would be assisting customers with queries or offering financial loans as well as servicing those...


  • Tuscaloosa, United States TUSCALOOSA VA FEDERAL CREDIT UNION Full time

    Job DescriptionJob DescriptionJob Description:The Card Services Representative is responsible for providing operational support for card services. The successful candidate will assist with issuing new cards, handle debit and credit card disputes and serve as a point of contact for card related issues. Key Responsibilities:Responsible for case support,...


  • Tuscaloosa, United States Alabama Credit Union Full time

    At Alabama Credit Union, our employees feel good about their careers. We create an environment rich in learning and advancement opportunities, community support activities, and chances to provide input on company initiatives. This position exists to serve our members at the Northport and Huntington Branches in Northport, AL. This is a front-line position. A...


  • Tuscaloosa, United States Canterbury Capital Wealth Management Full time

    Job DescriptionJob DescriptionWe are currently seeking high quality, motivated individuals to join Canterbury Capital Wealth Management as an Associate Wealth Management Advisor in our Tuscaloosa, Alabama office. The ideal candidate will be responsible for assisting in client advisory, investment management, financial planning, and administrative aspects of...

  • Universal Banker I

    1 day ago


    Tuscaloosa, United States CB&S Bank Full time

    GENERAL FUNCTION: This position is the Customer Ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. ...

  • Sales Agent

    1 month ago


    Tuscaloosa, United States The Busick Agency Full time

    Job DescriptionJob DescriptionThe Busick Agency, an agency of Symmetry Financial Group, is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, and other products.This is a commission-based sales position. The average commission is around $600 per sale and agents...


  • Tuscaloosa, United States NHS Management Full time

    PURPOSE:To perform the successful and timely completion of all business and financial functions within the parameters established by Southern NP Associates, LLC guidelines, state and federal regulations, and as needed to achieve the financial goals of the facility. Promote an environment that provides optimal efficiencies and superior quality of the business...


  • Tuscaloosa, United States Indian Rivers Behavioral Health Full time

    Job DescriptionJob DescriptionAdministrative AssistantCrisis CenterRelief - 12 hour shifts- Tuscaloosa, AL -Competencies:Must possess a thorough understanding of the use of electronic health records and Microsoft Office programs.Maintain office management of assigned administrative facility.Must be able to deal with difficult situations appropriately,...


  • Tuscaloosa, United States Indian Rivers Behavioral Health Full time

    Administrative Assistant Crisis Center Relief - 12 hour shifts - Tuscaloosa, AL - Competencies: Must possess a thorough understanding of the use of electronic health records and Microsoft Office programs. Maintain office management of assigned administrative facility. Must be able to deal with difficult situations appropriately, communicate...


  • Tuscaloosa, United States Peoplelink Staffing Solutions Full time

    Job DescriptionJob DescriptionMaintenance Technician Peoplelink Staffing Solutions, in partnership with a prominent apartment leasing company in the Tuscaloosa, AL area, is seeking maintenance technicians to join their team! Maintenance Technician Job Summary: Pay: $18-22 an hourShifts Available: 1st Shift: 7:00 am to 3:30 pmRepresent the company and...


  • Tuscaloosa, United States Valor Hospitality Partners Full time

    The Embassy Suites Hotel in Tuscaloosa, Al, home of The University of Alabama, is now hiring an experienced Director of Food and Beverage to lead the teams at our busy hotel. Located downtown and within walking distance of shops and attractions, this property offers an excellent experience for our guests. If you are passionate about the hospitality business...


  • Tuscaloosa, United States NHS Management, LLC Full time

    PURPOSE: To perform the successful and timely completion of all business and financial functions within the parameters established by Southern NP Associates, LLC guidelines, state and federal regulations, and as needed to achieve the financial goals of the facility. Promote an environment that provides optimal efficiencies and superior quality of the...


  • Tuscaloosa, United States Indian Rivers Behavioral Health Full time

    Job DescriptionJob DescriptionAdministrative AssistantCrisis CenterPart Time/Relief (12-hour shifts)- Tuscaloosa, AL -Competencies:Must possess a thorough understanding of the use of electronic health records and Microsoft Office programs.Maintain office management of assigned administrative facility.Must be able to deal with difficult situations...


  • Tuscaloosa, United States Indian Rivers Behavioral Health Full time

    Job DescriptionJob DescriptionAdministrative AssistantCrisis CenterPart Time/Relief (Hours Vary)- Tuscaloosa, AL -Competencies:Must possess a thorough understanding of the use of electronic health records and Microsoft Office programs.Maintain office management of assigned administrative facility.Must be able to deal with difficult situations appropriately,...


  • Tuscaloosa, United States Indian Rivers Behavioral Health Full time

    Job DescriptionJob DescriptionAdministrative Assistant****$250.00 sign-on bonus****Crisis CenterFull-Time; 12-hours shifts; (7p-7a)- Tuscaloosa, AL -Competencies:Must possess a thorough understanding of the use of electronic health records and Microsoft Office programs.Maintain office management of assigned administrative facility.Must be able to deal with...


  • Tuscaloosa, United States NHS Management Full time

    PURPOSE:To perform the successful and timely completion of all business and financial functions within the parameters established by Southern NP Associates, LLC guidelines, state and federal regulations, and as needed to achieve the financial goals of the facility.  Promote an environment that provides optimal efficiencies and superior quality of the...

  • Accounting Assistant

    16 hours ago


    Tuscaloosa, United States Tuscaloosa Housing Authority Full time

    Job DescriptionJob DescriptionPosition Summary Responsible for providing administrative support to the Director of Finance and Finance Department. The employee performs technical and complex accounting duties for the Agency. Responsible for maintaining accounting system; reviewing fiscal records; preparing detailed financial reports/statements, collects and...