Associate Financial Representative

2 weeks ago

lexington, United States Modern Woodmen of America Full time

Overview


The Modern Woodmen – Lexington 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

    4 months ago

    Lexington, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Lexington 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...

  • Financial Services Representative

    2 weeks ago

    Lexington, South Carolina, United States Grow Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Relationship Specialist to join our team at Grow Financial Federal Credit Union. As a Relationship Specialist, you will play a key role in building strong relationships with our members, providing exceptional customer service, and helping them achieve their financial...

  • Financial Representative Trainee

    1 week ago

    Lexington, United States Mutual of Omaha Full time

    Financial Representative Trainee -Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503152 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Patient Financial Services Representative

    3 weeks ago

    Lexington, Kentucky, United States University Of Kentucky Full time

    Job SummaryUnder the direction of the Assistant Director and Patient Advocate Supervisor, the Patient Financial Services Representative is responsible for the resolution of uninsured inpatient and outpatient accounts by screening the patient for financial assistance, disability, and Medicaid. The representative is expected to be familiar with the hospital...

  • Financial Representative Trainee

    4 weeks ago

    Lexington, United States Mutual of Omaha Full time

    Financial Representative Trainee -Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503152 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Services Representative

    1 month ago

    Lexington, Kentucky, United States Western & Southern Life Full time

    About the RoleAt Western & Southern Life, we are seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.Key...

  • Financial Services Representative

    4 weeks ago

    Lexington, Kentucky, United States Western & Southern Life Full time

    About the RoleAt Western & Southern Life, we are seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.Key...

  • Client Services Representative

    1 month ago

    Lexington, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Financial Services Associate

    1 month ago

    Lexington, Kentucky, United States Red Mile Inc Full time

    Job DescriptionOverview:The team at Red Mile Inc. is dedicated to delivering exceptional experiences for our guests and colleagues alike. We take pride in being part of an organization that aims to provide top-tier entertainment in the heart of the horse racing industry. If you are passionate about crafting unforgettable moments, we encourage you to consider...

  • Client Services Representative

    3 weeks ago

    Lexington, Kentucky, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, ensuring exceptional customer service and experience for our clients.Key...

  • Financial Services Representative

    2 weeks ago

    Lexington, Kentucky, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...

  • Financial Services Representative

    4 weeks ago

    Lexington, Kentucky, United States Citizens Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Citizens. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing expert financial guidance and advice to help them achieve their goals.Key Responsibilities:Develop and...

  • Financial Services Representative

    4 weeks ago

    Lexington, Kentucky, United States Citizens Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Citizens. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing them with expert financial guidance and advice.Key ResponsibilitiesCustomer Relationship Building:...

  • Client Services Representative

    4 weeks ago

    Lexington, Kentucky, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented individual to join our team as a Client Services Representative. In this role, you will provide exceptional support to our Financial Advisors, ensuring seamless day-to-day operations and enhancing the overall customer experience.Key ResponsibilitiesAct as a liaison between Financial Advisors...

  • Financial Services Representative

    3 weeks ago

    Lexington, South Carolina, United States PFS - Frisco, TX Full time

    About the OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our organization, you will be responsible for providing exceptional service to our clients and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients to...

  • Financial Services Representative

    1 month ago

    Lexington, Kentucky, United States Red Mile Inc Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at Red Mile Inc. As a key member of our banking operations, you will be responsible for ensuring the accuracy and efficiency of our financial transactions.Key ResponsibilitiesCounting and Verifying Funds: Accurately count, verify, and document...

  • Insurance Sales Representative

    5 days ago

    Lexington, Nebraska, United States Farm Bureau Financial Services Full time

    Insurance Sales Representative OpportunityFarm Bureau Financial Services is seeking a highly motivated and entrepreneurial-minded professional to join our team as an Insurance Sales Representative. As an Insurance Sales Representative, you will have the opportunity to build a successful business and positively impact the lives of your clients.Key...

  • Financial Services Associate

    2 weeks ago

    Lexington, Kentucky, United States Isaiah House Full time

    Job Title: Client Account AssociateIsaiah House is seeking a highly organized and detail-oriented individual to fill the role of Client Account Associate. As a key member of our team, you will be responsible for handling and managing the financial aspects of our clients' accounts.Key Responsibilities:Ensure accurate and timely capture of client fees and...

  • Financial Services Representative

    3 weeks ago

    Lexington, KY , USA, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...

  • Financial Planning Associate

    1 week ago

    Lexington, Kentucky, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Associate. As a key member of our team, you will be responsible for providing exceptional customer service and support to clients, while also assisting with financial planning and investment services.Key...