Associate Financial Representative

1 month ago


mission, United States Modern Woodmen of America Full time

Overview

The Modern Woodmen – South Texas 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 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).



  • Mission Viejo, California, United States Fidelity Investments Full time

    Job Description:We are seeking a highly motivated and customer-focused Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.The Expertise We're Looking For:We are looking for individuals with a passion for customer...


  • Mission Viejo, California, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a highly skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and helping them achieve their financial goals.About the Role:We are looking for a motivated and results-driven individual who is passionate about...


  • Mission Viejo, California, United States Fidelity TalentSource LLC Full time

    Key ResponsibilitiesAs a Financial Representative at Fidelity, you will play a vital role in building strong relationships with clients and driving business growth. Your primary responsibilities will include:Providing exceptional customer service and support to clientsIdentifying and pursuing new business opportunitiesDeveloping and maintaining a deep...


  • Mission Viejo, California, United States Fidelity TalentSource LLC Full time

    Job OverviewFidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...


  • Mission Viejo, California, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is seeking a skilled Financial Representative to join our team. As a Financial Representative, you will play a key role in building strong relationships with clients and helping them achieve their financial goals.Key Responsibilities:Provide exceptional customer service and support to clientsAssess client needs and develop...


  • Mission, Texas, United States Felipe Gomez - State Farm Agent Full time

    Job OverviewPosition Summary:A dedicated State Farm Agent is looking for a qualified individual to become part of their successful team in the role of Insurance and Financial Services Representative. We are in search of a dynamic professional who is eager to contribute to our business growth through meaningful conversations and exceptional customer service....


  • Mission Viejo, California, United States The University of Kansas Health System Full time

    Job Title: Patient Accounting Representative IIJoin The University of Kansas Health System as a Patient Accounting Representative II and play a vital role in ensuring the financial well-being of our patients.Job Summary:The Patient Accounting Representative II is responsible for accurate and timely action on accounts as it relates to specific...


  • Mission Hills, United States Providence Health & Service Full time

    Job SummaryProvidence is seeking a highly organized and detail-oriented Enrollment Representative to join our team. As an Enrollment Representative, you will be responsible for processing and updating monthly HMO member eligibility as received from health plans within established guidelines.Key ResponsibilitiesProcess and update monthly HMO member...


  • Mission, Texas, United States Ubiquity Inc. Full time

    About the Role:At Ubiquity, we're committed to delivering exceptional customer experiences that exceed our clients' expectations. As a Customer Experience Representative, you'll play a vital role in ensuring our customers receive top-notch support and service. Key Responsibilities:• Provide timely and effective resolutions to customer inquiries and...


  • Mission Hills, CA, United States Community Choice Financial Family of Brands Full time

    Overview: At Speedy Cash, we’re more than a financial service provider; we’re a trusted ally for hard-working customers who are seeking quick and reliable financial solutions. As a Customer Service Representative, you’ll play a pivotal role in our fast-paced environment by building connections with our diverse customer base, ensuring seamless...


  • Mission Viejo, California, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.The Role:Conduct in-depth financial planning sessions with clients to...


  • Mission, United States VCA Animal Hospitals Full time

    **We are looking for a full-time customer service representative that would join our team to help provide excellent customer service to our clients and their pets. This candidate would be expected to field phone calls, schedule appointments, answer emails, and monitor our online food and prescription requests.** **Excellent benefits include employee pet...

  • Sales Representative

    4 weeks ago


    Mission Bend, Texas, United States Government Employees Insurance Company Full time

    Unlock Your Potential as a Sales RepresentativeAt Government Employees Insurance Company, we're committed to helping our customers achieve their goals. As a Sales Representative, you'll play a vital role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Prepare insurance quotes and advise customers on...


  • Mission, Texas, United States Felipe Gomez - State Farm Agent Full time

    Job OpportunityWe are seeking a motivated and enthusiastic professional to join our team as a Life Insurance Sales Representative. As a key member of our team, you will play a crucial role in helping our customers achieve their financial goals and manage the risks of everyday life.ResponsibilitiesEstablish and maintain strong customer relationships,...


  • Mission, United States The University of Kansas Health System Full time

    Position TitlePatient Service Representative - Call CenterBroadmoor CampusPosition Summary / Career Interest:The Patient Service Representative (PSR) is an important member of the physician's care team and critical for creating a pleasant and seamless patient experience within an ambulatory clinic. This work role is responsible for front desk operations...


  • Mission, Texas, United States Domino's Franchise Full time

    About the JobWe're seeking a talented Customer Service Representative to join our dynamic team at Domino's Pizza. As a key member of our team, you'll be responsible for delivering exceptional customer experiences and providing top-notch support to our customers.Key Responsibilities:Operate all equipment and maintain a clean and safe working environmentStock...


  • Mission Viejo, California, United States CALLAN ASSOCIATES LTD Full time

    Platform CFO OpportunityWe are seeking a seasoned Chief Financial Officer to join our Executive Leadership Team at Callan Associates Ltd. This is a unique opportunity to lead the finance team, HR, and IT for a prestigious Global PE-backed manufacturer of electrical components.The ideal candidate has experience in the PE space and a strong track record of...


  • Mission, Texas, United States Walmart Full time

    At Walmart, we are seeking a highly skilled Janitorial Associate to join our team. As a Janitorial Associate, you will be responsible for ensuring the cleanliness and safety of our stores, from the parking lot to the receiving area. Your attention to detail and commitment to excellence will make a significant impact on our customers' experience.Key...


  • Mission, Texas, United States Walmart Full time

    Job OverviewAs a Pharmacy Sales Associate at Walmart, you will be responsible for providing exceptional customer service in our store pharmacies. You will work closely with customers to understand their prescription needs and provide personalized support.Responsibilities• Provide customer service in our store pharmacies• Assist customers with...


  • Mission, United States IMMEDIATE HIRE! Full time

    We are currently seeking an experienced customer-oriented professional to join our team as a Lead Customer Service Associate. This role offers a unique opportunity to combine your exceptional customer service skills with management experience, as you will have the potential to oversee a team of dedicated customer service associates once training is complete....