Associate Financial Representative

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Stevens Point, United States Modern Woodmen of America Full time

Overview


The Modern Woodmen – Wisconsin Rapids 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

· Available office and conference workspace

· 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.

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).



  • Stevens Point, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Wisconsin Rapids 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...

  • Sr. Financial Analyst

    Found in: Appcast Linkedin GBL C2 - 5 days ago


    Stevens, United States Hire Score LLC Full time

    Our client is seeking a Senior Financial Analyst, reporting directly to the Plant Controller and working closely with the Operations/Plant team and greater Finance team. The Senior Financial Analyst is responsible for providing performance insight, ongoing analyst of product cost, development of new product cost, inventory control and margin analysis. This...


  • Stevens, United States Hire Score LLC Full time

    Our client is seeking a Senior Financial Analyst, reporting directly to the Plant Controller and working closely with the Operations/Plant team and greater Finance team. The Senior Financial Analyst is responsible for providing performance insight, ongoing analyst of product cost, development of new product cost, inventory control and margin analysis. This...

  • PT Bagger

    Found in: Talent US C2 - 1 week ago


    Stevens Point, United States Festival Foods Full time

    Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure that each customer receives outstanding service by providing a friendly environment, which includes greeting and acknowledging every customer, maintaining outstanding standards, solid product knowledge and all other aspects of customer service. Bags groceries, according to bagging...


  • Stevens Point, United States Donaldson Company Full time

    Donaldson is committed to solving the world's most complex filtration challenges. Together, we make cool things. As an established technology and innovation leader, we are continuously evolving to meet the filtration needs of our changing world. Join a culture of collaboration and innovation that matters and a chance to learn, effect change, and make...


  • Stevens Point, United States AIG Full time

    About Us AIG Travel Guard is an industry leader providing insurance and assistance services to both leisure and business travelers worldwide. We offer competitive salaries, great benefit packages, and generous paid time off. Job Details + Full Time Monday through Friday + 2nd shift starting at11am -7 pm Job Description The Claims Call Center handles incoming...


  • Stevens Point, United States AIG Full time

    About Us AIG Travel Guard is an industry leader providing insurance and assistance services to both leisure and business travelers worldwide. We offer competitive salaries, great benefit packages, and generous paid time off. Job Details + Full Time Monday through Friday + 2nd shift starting at11am -7 pm Job Description The Claims Call Center handles incoming...


  • Stevens Point, United States AIG Full time

    About Us AIG Travel Guard is an industry leader providing insurance and assistance services to both leisure and business travelers worldwide. We offer competitive salaries, great benefit packages, and generous paid time off. Job Details + Full Time Monday through Friday + 2nd shift starting at11am -7 pm Job Description The Claims Call Center handles incoming...

  • Real Estate Agent

    2 days ago


    Stevens Point, United States TerraVenture Advisors Full time

    Job DescriptionJob DescriptionCandidate MUST be able to attend office meetings in Green Bay occasionally.This is a remote position with occasional travel to Green Bay and the field as needed.Right of Way Agent Job DescriptionJob ResponsibilitiesAcquire Right-of-WayNegotiate permission, easements, purchases, permits, leases, and licenses.Verify existing...


  • Stevens Point, United States Family Health La Clinica Full time

    Job DescriptionJob DescriptionWork is performed on-site at our mobile unit locations & at our base location in Wautoma.PurposeProvides general medical care and treatment to patients in our Mobile Health Unit.Essential Duties and ResponsibilitiesPerforms physical examinations and preventive health measures.Orders, interprets, and evaluates diagnostic tests to...

  • Financial Analyst

    2 days ago


    Russells Point, United States American Honda Motor Co Inc Full time

    Job PurposeUses analytical skills and professional accounting knowledge to work with department managers and investment project leaders in the creation of 6 budget events per year.  Use professional accounting standards to ensure appropriate reporting of actual financial data and use analytical skills to provide detailed budget to actual analysis.  This is...

  • Bagger

    Found in: Resume Library US A2 - 1 week ago


    Stevens Point, Wisconsin, United States Festival Foods Full time

    Job Summary: Job Title:                                Bagger FLSA Status:                          Hourly Reports To:                           Guest Services Manager   The Bagger is responsible for maintaining outstanding customer service as per Company standards,...


  • High Point, United States Kimbrell's Furniture Full time

    Job DescriptionJob DescriptionJob Description:We are searching for energetic, detailed oriented, and dependable Warehouse Associates and Delivery Associates, who are passionate about providing a great and remarkable customer experience! The Warehouse Associate/Delivery Associate will distribute our merchandise safely and promptly to our customers. You will...


  • High Point, United States Prime Time Event Marketing Full time

    Job DescriptionJob DescriptionEntry Level Sales RepresentativeEmployment type: Full Time / Part TimeJob title: Marketing Rep / SalesARE YOU LOOKING FOR AN EXCITING CAREER WITH UNLIMITED GROWTHPOTENTIAL?Prime Time Event Marketing is a marketing firm providing exceptional service to clients in the Greensboro Metro area. We're currently expanding and...


  • High Point, United States Forvis Full time

    Description & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their...

  • Equipment Sales

    2 days ago


    Crown Point, United States Castongia Tractor Crown Point Full time

    **Who We Are** Castongia Tractor is a team of professionals focused on helping our customers grow by providing accurate, timely and valuable solutions for our Agricultural, Commercial, and Residential partners’ ever-changing needs through providing high quality products, first-class product support and cutting edge new technology and continued education...


  • High Point, United States FORVIS Full time

    Description & Requirements As a Tax Associate at FORVIS, you will gain valuable experience, use your critical thinking abilities to help clients solve problems, and apply your social skills to build rewarding business relationships. You will have the opportunity to work with clients from a variety of industries as you develop your technical skills and...


  • Crown Point, United States Stifel Full time

    Summary The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

  • New Home Sales Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    High Point, United States Ibex HC LLC Full time

    Building Locally, Leading NationallyTop 50 Homebuilder Nationwide, #6 Best Place to Work, Top 10 Privately-Held Businesses in NC, Builder of the Year Award Recipient!Founded in 1977, Eastwood Homes is a privately-held residential homebuilder dedicated to providing homes of exceptional value and outstanding craftsmanship in eight divisions and four states...


  • High Point, United States Ibex HC LLC Full time

    Building Locally, Leading NationallyTop 50 Homebuilder Nationwide, #6 Best Place to Work, Top 10 Privately-Held Businesses in NC, Builder of the Year Award Recipient!Founded in 1977, Eastwood Homes is a privately-held residential homebuilder dedicated to providing homes of exceptional value and outstanding craftsmanship in eight divisions and four states...