Associate Financial Representative

3 weeks ago


Orem, United States Modern Woodmen of America Full time

Overview


The Modern Woodmen – Utah Region 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).



  • Orem, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Utah Region is seeking a motivated and driven individual to join our team as a 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...


  • Orem, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Utah Region is seeking a motivated and driven individual to join our team as a 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...

  • Sales Representative

    3 weeks ago


    Orem, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss...

  • Sales Representative

    2 weeks ago


    Orem, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss...


  • Orem, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss...


  • Orem, United States The Ladders Full time

    OverviewWho we are: The Clyde Companies have been around for almost 100 years. Starting off as WW Clyde, the small family run business has now turned into eight separate subsidiaries collaborating on thousands of projects each year. The enterprise is comprised of companies that span from administrative services to insurance and from building materials to...


  • Orem, United States HCA Healthcare Full time

    Description This position is incentive eligible. IntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a(an) Patient Representative today with CareNow.BenefitsCareNow, offers a total rewards...


  • Orem, United States HCA Healthcare Full time

    Description This position is incentive eligible. IntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a(an) Patient Representative today with CareNow.BenefitsCareNow, offers a total rewards...


  • Orem, United States Mountain America Credit Union Full time

    Job DescriptionAt Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain...

  • Sales Associate

    1 week ago


    Orem, Utah, United States Cotton On Full time

    Be Who You Are. Love What You Do.We are calling on all team mates who want more than a job. We are serious about our people, our customers, and the planet, and we want to do Good things together.Australian roots - Orem, UT residence UT: This is an hourly paid position with a wage rate of $14.00/hrCOTTON ON GROUP, OUR CULTURE:A diverse crew of 20,000+ team...


  • Orem, United States Mountain America Credit Union Full time

    Job DescriptionAt Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. This is a role used to train and onboard team members before being placed at an assigned location based...


  • Orem, United States Traco Manufacturing Full time

    Job Type Full-time Description The Customer Service Representative is responsible for managing customer projects from beginning to completion. They manage and maintain overall customer relations through project accuracy, communication, and service for all Traco's lines of business. Customer Service Representatives are responsible for providing effective...

  • Sales Associate

    3 weeks ago


    Orem, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionEmbark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to the field. Shape your career in sales while enjoying the flexibility of...

  • Sales Associate

    3 days ago


    Orem, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionEmbark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to the field. Shape your career in sales while enjoying the flexibility of...

  • Sales Associate

    4 days ago


    Orem, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionEmbark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to the field. Shape your career in sales while enjoying the flexibility of...

  • Sales Floor Associate

    2 weeks ago


    Orem, United States Savers Thrifts Stores Full time

    Job Title: Sales Floor Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items that...


  • Orem, United States SaversValue Village Full time

    Job Title: Retail Store AssociateWho we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value-priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items...


  • Orem, United States TJ Maxx Full time

    JOB DESCRIPTION Style is never in short supply at our more than 1,000 TJ Maxx stores. They all have different products, but the same commitment to the thrill of the find. From designers straight off the runway to statement jewelry, we offer exciting surprises that make the everyday a little more fun. Same with working here. Our environment is ever-changing,...

  • Sales Floor Associate

    2 weeks ago


    Orem, United States Savers | Value Village Full time

    **Job Title: Sales Floor Associate** **Who we are:** As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind...


  • Orem, United States Savers | Value Village Full time

    **Job Title: Sales Floor Associate** **Who we are:** As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind...