Financial Representative

5 days ago


Davenport IA United States Modern Woodmen of America Full time

The ideal candidate 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 of America is an equal opportunity employer.



  • Mt. Joy, PA, United States Everence Financial Full time

    Financial RepresentativeMount Joy, PABuild trust with clients through professional competency and empathyProvide service, financial guidance, and product salesFocus and serve our clients by fostering relationships with existing Everence clientsAcquire & maintain knowledge of all Everence products & services and refer new business opportunities...


  • Davenport, United States Modern Woodmen of America Full time

    The ideal candidate 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 youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new...


  • Davenport, Iowa, United States Modern Woodmen Full time

    About UsModern Woodmen of America has been a trusted name in financial guidance and products since 1883. Our representatives provide personalized investment solutions to help members protect their families and futures.Job SummaryWe are seeking a skilled Financial Representative to join our team. As a Financial Representative, you will deliver tailored...


  • Davenport, Iowa, United States Modern Woodmen Full time

    About UsModern Woodmen of America has been a trusted name in financial guidance since 1883. Our mission is to secure futures with financial products and services that help members protect their families and futures.Job SummaryWe are seeking a skilled Financial Representative to join our team. As a Financial Representative, you will work with current and new...


  • Davenport, Iowa, United States DuTrac Community Credit Union Full time

    At DuTrac Community Credit Union, we're dedicated to making a difference in the lives of our members. As a Financial Services Representative, you'll play a vital role in helping our members achieve their financial goals.Our team is passionate about providing exceptional service and building long-term relationships with our members. We're committed to...


  • Davenport, Iowa, United States Beck Region - Modern Woodmen of America Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at the Beck Region of Modern Woodmen of America. As a Financial Services Representative, you will be responsible for meeting with clients to assess their insurance and financial needs and recommending appropriate solutions.Key...


  • Davenport, Iowa, United States MidFlorida Credit Union Full time

    Job Title: Member Service RepresentativeAt MidFlorida Credit Union, we're committed to providing exceptional service and convenience to our members. As a Member Service Representative, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Provide personalized service to members, identifying and recommending...


  • Davenport, Iowa, United States MidFlorida Credit Union Full time

    Key ResponsibilitiesAs a Member Service Representative at MidFlorida Credit Union, you will play a vital role in improving the financial well-being of our members. Your primary responsibilities will include:Providing exceptional customer service by identifying and recommending appropriate credit union products and services to create fully engaged financial...


  • Davenport, Iowa, United States MidFlorida Credit Union Full time

    Job Title: Member Service RepresentativeAt MidFlorida Credit Union, we're committed to providing exceptional service to our members. As a Member Service Representative, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Provide personalized service to members, identifying and recommending products and services...


  • Statesville, NC, United States The Western and Southern Life Insurance Company Full time

    Explore Your Future at Western & Southern LifeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western &...


  • Davenport, Iowa, United States MidFlorida Credit Union Full time

    Improve the Financial Well-being of Our MembersMIDFLORIDA Credit Union is committed to providing excellent service and convenience to our members. We are seeking a highly motivated and customer-focused Member Service Representative to join our team.Key Responsibilities:Identify and recommend appropriate MIDFLORIDA Credit Union products and services to create...


  • Ankeny, IA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 503425 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Johnston, IA, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 503425 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • , FL, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Professional to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain professional...


  • Owings Mills, MD, United States The Western and Southern Life Insurance Company Full time

    Explore Your Future at Western & Southern LifeDo you have the desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western &...


  • College Park, MD, United States The Western and Southern Life Insurance Company Full time

    Explore Your Future at Western & Southern LifeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western &...


  • LaFayette, GA, United States Modern Woodmen of America Full time

    The ideal candidate 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 youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new...


  • Edmond, OK, United States Modern Woodmen of America Full time

    The ideal candidate 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 youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new...


  • Evansville, IN, United States Modern Woodmen of America Full time

    The ideal candidate 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 youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new...


  • Boston, MA, United States The Moody Street Group, LLC Full time

    Financial Services Representative/Financial AdvisorThe Moody Street Group, LLCa General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create,...