Associate Financial Representative
3 weeks ago
Overview
The Modern Woodmen – Morgantown 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 week ago
Morgantown, United States Modern Woodmen of America Full timeOverview The Modern Woodmen – Morgantown 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...
-
Associate Financial Representative
3 weeks ago
Morgantown, United States Modern Woodmen of America Full timeOverview The Modern Woodmen – Morgantown 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...
-
Manager, Financial Planning
7 days ago
Morgantown, United States Peak Health Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. Manages and directs the daily and monthly accounting department operations, including...
-
Provider Financial Analyst
7 days ago
Morgantown, United States WVU Medicine Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. Leads, coordinates, and supports provider compensation and revenue cycle analysis for...
-
Sales and Service Representative
6 days ago
Morgantown, United States United Bank Inc Full timeJob Description The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding...
-
Registered Client Service Associate
4 hours ago
Morgantown, United States Beacon Wealth Management Full timeJob DescriptionJob DescriptionRegistered Client Service Associate for Beacon Wealth ManagementWelcome to Beacon Wealth Management, located in the vibrant heart of West Virginia. We are on a mission to redefine the client experience in the financial advisory realm, and we are in search of a dedicated Client Service Associate to enhance our dynamic team.Who We...
-
Client Relationship Representative
2 weeks ago
Morgantown, United States First Merchants Bank Full timeFirst Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We...
-
(Hybrid) Community Development Associate
1 month ago
Morgantown, United States WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION Full timeDescription The WV Water Research Institute with the West Virginia University Research Corporation is currently accepting applications for a Community Development Associate. About the Opportunity This position will be responsible for providing critical support in the management of projects and programs associated with the Northern West Virginia Brownfields...
-
Customer Service Representative
7 days ago
Morgantown, United States WVU Medicine Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. Greets walk-in customers and assists with obtaining product needs. Handles sales calls from...
-
Associate Clinical Therapist
7 days ago
Morgantown, United States WVU Medicine Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. The Associate Clinical Therapist, working alongside a licensed professional, will assess and...
-
Morgantown, United States West Virginia University Research Corporation Human Resources Full timeThe Office of General Counsel at West Virginia University is currently accepting applications for an Assistant/Associate General Counsel for Intellectual Property. About the Opportunity This position supports the West Virginia University innovation ecosystem, the Assistant/Associate General Counsel for Intellectual Property will be responsible for...
-
Cust Serv Rep
5 days ago
Morgantown, United States West Virginia University Health System Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. Interprets and applies revenue cycle policies and protocols in order to ensure financial...
-
Employment Service Representative
5 days ago
Morgantown, United States Higheredmilitary Full time**Employment Service Representative - Job Accommodation Network** Morgantown, WV **Type:** Full-Time **Posted:** 08/31/2021 **Description** The Job Accomodation Network at West Virginia University Research Corporation is seeking applications for an Employment Service Representative. The position provides support to both external and internal customers of the...
-
Accountant II
7 days ago
Morgantown, United States WVU Medicine Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. This position performs wide range of financial functions to support WVU Medicine and the...
-
Department & Grants Manager
7 days ago
Morgantown, United States WVU Medicine Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. Provides financial management and oversight of business operations and project management for...
-
Clinical Pharmacy Technician II
5 days ago
Morgantown, United States West Virginia University Health System Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. Responsible for securing patient data based upon comprehensive data elements, financial...
-
Clinical Pharm Technician II
5 days ago
Morgantown, United States West Virginia University Health System Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. Specialty Pharmacy Prior Auth experience preferred Responsible for securing patient data...
-
Accountant II
2 days ago
Morgantown, United States WVU Medicine Full timeWelcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. This position performs wide range of financial functions to support WVU Medicine and the...
-
Sales Representative
1 week ago
Morgantown, United States Sysco Full time $75,000 - $85,000The work territories of this position are Farmington Pennsylvania, Uniontown Pennsylvania, Washington Pennsylvania, Morgantown West Virginia, Wheeling West Virginia, and Bridgeport West Virginia. You must live within 30 minutes of this territory or be willing to relocate on your own (relocation is not approved for this position). Are you an experienced...
-
Accounts Receivable Specialist
3 weeks ago
Morgantown, United States RemX Full timeAccounts Receivable SpecialistSalary: $55k-$60kSoftware: Quickbooks and ExcelMorgantown, PAReporting to: ControllerAssociate degree preferred however not required. Key Responsibilities:· Manage the preparation, posting, and thorough verification of customer payments and transactions to ensure smooth financial operations.· Take ownership of daily cash...