Associate Financial Representative
4 months ago
Overview
The Modern Woodmen – Pensacola 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).
-
Associate Financial Representative
1 month ago
Pensacola, United States Modern Woodmen of America Full timeOverview The Modern Woodmen – Pensacola 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...
-
Financial Service Representative
2 weeks ago
Pensacola, Florida, United States The Mitchell Agencies Full timeUnlock Your Earning PotentialAre you looking to start a career with unlimited growth potential? At The Mitchell Agency, we believe in empowering our team members to take control of their earning potential. As a Financial Service Representative, you will be responsible for managing and overseeing individual field performance, including new business...
-
Pensacola, United States John Shaffer - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...
-
Client Relations Associate
4 weeks ago
Pensacola, Florida, United States Prime Capital Financial Full timeWe are in search of a dedicated Client Service Specialist to enhance our thriving wealth management practice. Our firm is committed to delivering exceptional service to our clients, advisors, and associates, and we are eager to welcome individuals who embody our core values of drive, enthusiasm, and professionalism. Key Responsibilities: The Client Service...
-
Sales Development Representative
1 month ago
Pensacola, United States Meron Financial Agency Full time $150,000 - $200,000Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Client Relations Coordinator
4 weeks ago
Pensacola, Florida, United States Prime Capital Financial Full timeWe are looking for a dedicated Client Service Specialist to enhance our thriving wealth management practice. Our firm is committed to providing exceptional service to our clients, advisors, and associates, and we seek individuals who embody our core values of drive, enthusiasm, and professionalism. Key Responsibilities: The Client Service Specialist plays a...
-
Customer Service Representative
2 weeks ago
Pensacola, Florida, United States Tyler Kercher - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their...
-
Financial Services Professional
2 weeks ago
Pensacola, Florida, United States The Mitchell Agencies Full timeUnlock Your Earning PotentialAre you looking to launch a successful career in finance? Do you want to earn a six-figure income with unlimited growth opportunities? At The Mitchell Agency, we believe in empowering individuals to take control of their careers and financial futures.The Financial Services Representative is a key role that involves direct...
-
Financial Assistance Coordinator
2 weeks ago
Pensacola, Florida, United States Baptist Health Care Full timeJob DescriptionThe Financial Assistance Specialist plays a vital role in ensuring that patients receive the financial support they need to access quality healthcare services. This position requires strong communication and problem-solving skills to effectively navigate complex financial situations and provide personalized support to patients.Key...
-
Financial Assistance Coordinator
2 weeks ago
Pensacola, Florida, United States Baptist Health Care Full timeJob SummaryThe Financial Assistance Specialist plays a vital role in ensuring that patients receive the financial support they need to access quality healthcare services. This position requires strong communication and problem-solving skills to navigate complex financial situations and provide personalized support to patients.Key ResponsibilitiesInitiate...
-
Financial Assistance Coordinator
7 days ago
Pensacola, Florida, United States Baptist Health Care Full timeJob Title: Financial Assistance SpecialistAbout the Role:The Financial Assistance Specialist plays a vital role in ensuring that patients receive the financial support they need to access quality healthcare services. As a key member of the Baptist Health Care team, you will be responsible for identifying and assisting patients with financial needs, ensuring...
-
Financial Assistance Coordinator
2 weeks ago
Pensacola, Florida, United States Baptist Health Care Full timeJob Title: Financial Assistance SpecialistAbout the Role:The Financial Assistance Specialist plays a vital role in ensuring that patients receive the financial support they need to access quality healthcare services. As a key member of our team, you will be responsible for identifying and addressing the financial needs of patients, providing them with...
-
Financial Services Professional
4 months ago
Pensacola, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Pensacola, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...
-
Student Financial Specialist
3 weeks ago
Pensacola, Florida, United States Pensacola State College Full timeJob SummaryPensacola State College is seeking a highly skilled and detail-oriented Student Financial Specialist to join our team. As a key member of our financial services department, you will be responsible for providing exceptional customer service to students, faculty, and staff while ensuring the accuracy and efficiency of our financial operations.Key...
-
Financial Assistance Coordinator
3 weeks ago
Pensacola, Florida, United States Baptist Health Care Full timeJob DescriptionThe Financial Assistance Specialist is a critical role within Baptist Health Care, responsible for ensuring all self-pay and/or insured patients have access to receiving a financial screening for assistance with payment options. This position directly communicates with patients about out-of-pocket liabilities with expectation of collection in...
-
Financial Assistance Coordinator
1 week ago
Pensacola, Florida, United States Baptist Health Care Full timeJob Title: Financial Assistance SpecialistAbout the Role:The Financial Assistance Specialist plays a vital role in ensuring that patients receive the financial support they need to access quality healthcare services. As a key member of our team, you will be responsible for identifying patients who may be eligible for financial assistance and providing them...
-
Registration Representative
1 month ago
Pensacola, United States Baptist Health Care Full timeThe Registration Representative performs a variety of data entry and general registration functions for outpatient departments in the facility. It is the responsibility of the registration representative to accurately collect patient demographic and insurance data to ensure appropriate reimbursement and claim filing. The registrar will utilize technology to...
-
Customer Service Representative
3 weeks ago
Pensacola, Florida, United States John Shaffer - State Farm Agent Full timeJob Description**Position Overview**John Shaffer - State Farm Agent is seeking a highly motivated and customer-focused professional to join their team as a Customer Relations Representative. As a key member of the team, you will play a crucial role in building and developing relationships with customers in the community to promote State Farm products,...
-
Insurance Sales Representative
3 weeks ago
Pensacola, Florida, United States John Shaffer - State Farm Agent Full timeJob Description**Job Overview**John Shaffer - State Farm Agent is seeking a highly motivated and career-oriented professional to join their team as an Insurance Sales Representative. As a key member of the team, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto,...
-
Financial Services Consultant
2 weeks ago
Pensacola, Florida, United States The Mitchell Agencies Full timeJob OverviewThe Mitchell Agencies is seeking a highly motivated and results-driven Financial Service Representative to join our team. As a key member of our organization, you will be responsible for driving business growth and delivering exceptional customer experiences.Key Responsibilities:Develop and execute sales strategies to acquire new business and...