Financial Representative

4 weeks ago


Oklahoma City, United States Modern Woodmen of America Full time

The ideal candidate must reside in the state of Oklahoma.

They 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.


About you

  • Entrepreneurial mindset
  • Community oriented
  • Communication skills


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


Benefits and Perks

  • Extensive, hands-on training program
  • 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


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. 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.


Modern Woodmen is an equal opportunity employer.



  • Oklahoma City, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...


  • Oklahoma City, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457...


  • Oklahoma City, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...


  • Oklahoma City, United States Summit Financial Group, Inc. Full time

    JOB SUMMARY/ORGANIZATIONAL IMPACT:The Client Service Representative I is a strategic support position for the Benefit Department and is an important point of contact for our clients. The Client Service Representative I position must be highly responsive to client requests and be able to proactively identify client issues.ESSENTIAL JOB FUNCTIONS:Answer phone...


  • Oklahoma City, United States Summit Financial Group, Inc. Full time

    JOB SUMMARY/ORGANIZATIONAL IMPACT:The Client Service Representative I is a strategic support position for the Benefit Department and is an important point of contact for our clients. The Client Service Representative I position must be highly responsive to client requests and be able to proactively identify client issues.ESSENTIAL JOB FUNCTIONS:Answer phone...


  • Oklahoma City, United States Summit Financial Group, Inc. Full time

    JOB SUMMARY/ORGANIZATIONAL IMPACT:The Client Service Representative I is a strategic support position for the Benefit Department and is an important point of contact for our clients. The Client Service Representative I position must be highly responsive to client requests and be able to proactively identify client issues.ESSENTIAL JOB FUNCTIONS:Answer phone...


  • Oklahoma City, United States Summit Financial Group, Inc. Full time

    JOB SUMMARY/ORGANIZATIONAL IMPACT:The Client Service Representative I is a strategic support position for the Benefit Department and is an important point of contact for our clients. The Client Service Representative I position must be highly responsive to client requests and be able to proactively identify client issues.ESSENTIAL JOB FUNCTIONS:Answer phone...


  • Ellicott City, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Ellicot City Financial Advisor — 403(b)/457(b) Retirement ProfessionalVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor...


  • Johnson City, United States Modern Woodmen of America Full time

    Overview Modern Woodmen 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...


  • Culver City, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – California 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...


  • Ellicott City, United States Voya Financial Advisors Inc Full time

    Voya Financial Ellicot City Financial Advisor - 403(b)/457(b) Retirement Professional Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor relationships. This position...


  • Kansas City, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...


  • Oklahoma City, United States Elevated Financial Benefits Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a Outside Sales Representativein Oklahoma City and the surrounding area. This position provides the opportunity for rapidincome growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered...


  • Oklahoma City, United States Dinjob Full time

    Tinker Federal Credit Union has an immediate opening for a Member Service Representative/Teller. The primary responsibilities of a Member Service Rep/Teller include identifying the members financial needs, recommending appropriate Credit Union solutions, and delivering high quality service. In addition, Member Service Rep/Tellers will perform basic member...


  • Kansas City, United States Northwestern Mutual Full time

    THE OPPORTUNITY: Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with clients’ needs and goals. Develop rapport with clients and foster long-term relationships. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Build and maintain client...


  • Oklahoma City, United States Unitedwayaustin Full time

    Description United Way for Greater Austin Chief Financial Officer Department: Executive Regular, Full-Time, Exempt Who we are: United Way for Greater Austin (United Way) brings together people, ideas, and resources to fight poverty in our community. Through our focus areas of education, health, and financial stability, we are breaking the cycle of poverty....


  • Redwood City, California, United States Northwestern Mutual Full time

    A career with Northwestern Mutual will afford you the unique opportunity to create your own financial practice and destiny while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.Educate Educate yourself beyond training through sponsored licensing and registration as...


  • Oklahoma City, United States Mxschool Full time

    Middlesex School seeks a Director of Financial Aid & Associate Director of Admissions beginning in the 2024-2025 School year. For more information on Middlesex and to apply for this position, please visit our careers page . Middlesex School seeks a permanent Full-time Director of Financial Aid/Associate Director of Admissions for the 2024-25 academic year....


  • Jefferson City, United States Select Insurance & Financial Inc Full time

    Job DescriptionJob DescriptionJoin Select Insurance & Financial Inc, a reputable insurance and financial services provider located in the heart of Jefferson City, Missouri. We take pride in our commitment to our clients, providing them with dependable insurance solutions and financial guidance they can trust.As an Insurance Sales Representative, your role...


  • Oklahoma City, United States Mercy Full time

    We're a Little DifferentOur mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare Magazine...