Associate Financial Representative

7 days ago


issaquah, United States Modern Woodmen of America Full time

Overview

The Modern Woodmen – Washington 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).



  • Issaquah, Washington, United States Marcel Dore - State Farm Agent Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and customer-focused Financial Representative to join our team at Marcel Dore - State Farm Agent. As a key member of our team, you will be responsible for marketing and selling Life/Health insurance services and products to benefit clients and their families.Responsibilities:Develop leads,...


  • Issaquah, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Issaquah, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Issaquah, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Issaquah, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Issaquah, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Issaquah, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Issaquah, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Issaquah, Washington, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...


  • Issaquah, WA , USA, United States First Tech Federal Credit Union Full time

    {"Job Title": "Financial Solutions Representative", "Job Summary": "We are seeking a highly skilled Financial Solutions Representative to join our team at First Tech Federal Credit Union. As a Financial Solutions Representative, you will be responsible for providing exceptional member service and financial solutions to our members.Responsibilities:* Process...


  • Issaquah, Washington, United States Banner Bank Full time

    About the RoleWe are seeking a skilled Floating Banker to join our team at Banner Bank. As a key member of our retail banking team, you will provide exceptional customer service and support to clients across various branches within a specific geographic region.Key ResponsibilitiesProvide back-up teller/banker coverage and assistance at retail branch...


  • Issaquah, Washington, United States Marcel Dore - State Farm Agent Full time

    Job Title: Insurance Sales RepresentativeWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Marcel Dore - State Farm Agent. As an Insurance Sales Representative, you will play a critical role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their...


  • Issaquah, WA, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Issaquah, United States Best Buy Careers Full time

    As a Retail Sales Associate, youll be the face of Best Buy for everyone who visits our stores. Well train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with whats possible, youll help us enrich lives through technology....


  • Issaquah, United States Best Buy Careers Full time

    As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with what’s possible, you’ll help us enrich lives through...


  • Issaquah, Washington, United States CommonSpirit Health Full time

    OverviewAt CommonSpirit Health, we bring together two award-winning health systems in Washington state, CHI Franciscan and Virginia Mason. As one integrated health system, our team includes 18,000 staff and nearly 5,000 employed physicians and affiliated providers.We provide the safest and highest quality of care through our expert, compassionate medical...


  • Issaquah, United States Best Buy Full time

    As a Retail Sales Associate, you'll be the face of Best Buy for everyone who visits our stores. We'll train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with what's possible, you'll help us enrich lives through...


  • Issaquah, United States Best Buy Full time

    As a Retail Sales Associate, youll be the face of Best Buy for everyone who visits our stores. Well train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with whats possible, youll help us enrich lives through technology....


  • Issaquah, United States Best Buy Careers Full time

    As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with what’s possible, you’ll help us enrich lives through...


  • Issaquah, Washington, United States Swedish Health Services Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Service Representative to join our team at Swedish Issaquah. As a Patient Service Representative, you will be responsible for providing exceptional customer service to patients and families, ensuring a smooth and efficient registration process, and maintaining accurate and up-to-date...