Financial Representative
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
We are the nation’s third-largest fraternal benefit society in terms of assets. Fraternalism is a unique combination of business and giving back to those we serve- a continuous cycle of positive impact. As a fraternal financial services organization, we exist for the benefit of nearly 730,000 members.
We focus on the creation of written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning and employee benefits. These plans 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.
About you We are looking for individuals who believe in a holistic financial planning approach to help their members with retirement planning, investments, and life insurance to help manage and protect their assets.
Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed. Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities
Job Responsibilities:Work with a mentor to build a book of businessProvide holistic financial planning to new and existing members in the communityNetworking 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 activities
Job Requirements:Highly competitive and professionalExcellent listeners with superb verbal, written, and interpersonal skillsIndividuals who value honesty, integrity, and perseverance
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. 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. 2022 MWA Community Impact statistics Approximately 2,200 local chapters and 500 youth service clubs nationwide $46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups). 278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs. $17.8 million in support of members and their communities in 2022
Modern Woodmen is an equal opportunity employer (EOE).
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