Associate Financial Representative

2 months ago

culver city, United States Modern Woodmen of America Full time

Overview


The Modern Woodmen – California 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).

  • Associate Financial Representative

    6 months ago

    Yuba City, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – California 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...

  • Financial Service Representative

    4 weeks ago

    Jersey City, New Jersey, United States Triumph Financial, Inc. Full time

    Job SummaryWe are seeking a highly skilled and customer-focused professional to join our team as a Financial Service Representative. As a key member of our retail branch, you will be responsible for providing exceptional customer service and facilitating accurate financial transactions.Key ResponsibilitiesProfile new and existing customers, suggesting...

  • Financial Services Representative

    4 weeks ago

    Panama City, Florida, United States INNOVATIONS FINANCIAL CREDIT UNION Full time

    About the RoleInnovations Financial Credit Union is seeking a motivated and ambitious individual to join our team as a Financial Services Representative. As a key member of our team, you will identify the financial needs of our members and offer solutions to improve their financial lives.Key ResponsibilitiesProvide exceptional customer service and support to...

  • Associate Financial Representative

    1 month ago

    league city, United States Modern Woodmen of America Full time

    Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.About the...

  • Senior Financial Analyst

    3 weeks ago

    Culver City, United States Vaco Full time

    Senior Financial Analyst - Sr. Financial Analyst - Senior Financial Planning and Analysis Analyst - Senior FP&A Analyst - Sr. Financial Planning and Analysis Analyst - Sr. FP&A Analyst - Financial Modeling - Revenue Operations - 3 Statement Financial Model - GAAP - Budgeting - Forecasting - Planning - Project Management Are you an experienced Senior...

  • Customer Service Representative

    5 months ago

    Culver City, United States Community Choice Financial Family of Brands Full time

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

  • Financial Sales Associate Store #41 Part-Time

    4 weeks ago

    Culver City, California, United States Northgate Gonzalez Markets, Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Sales Associate to join our team at Northgate Markets, Inc. As a key member of our sales team, you will be responsible for delivering exceptional customer service and promoting our financial services to customers.Key ResponsibilitiesDeliver information to customers about our...

  • Associate Financial Advisor

    1 month ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Associate Financial Advisor

    2 months ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Financial Center Leader

    4 weeks ago

    Oklahoma City, Oklahoma, United States BOK Financial Full time

    Job SummaryBOK Financial is seeking a Financial Center Leader to drive revenue through community involvement, business development activities, and customer loyalty. The ideal candidate will have a strong background in management and a passion for delivering exceptional client experiences.Key ResponsibilitiesPlan and execute the financial center's retention...

  • Financial Planning Specialist

    1 month ago

    Rapid City, South Dakota, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on...

  • Financial Representative

    2 months ago

    Salt Lake City, United States Wealth Strategies Full time

    Financial RepresentativePlease read the information in this job post thoroughly to understand exactly what is expected of potential candidates.OverviewA Financial Representative position offers unlimited growth potential in the financial services industry.You will work to help individuals and businesses within your community access financial products and...

  • Chief Financial Officer

    4 weeks ago

    Jersey City, New Jersey, United States AmTrust Financial Full time

    Accounting Manager Job DescriptionAmTrust Financial Services Inc., a multi-national property and casualty insurance holding company, is seeking an experienced Accounting Manager to join the Title Insurance Finance Team.Key Responsibilities:Oversee overall accounting and financial reporting for various title insurance and/or agency operations.Maintain...

  • Financial Representative Trainee

    1 month ago

    Plant City, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    4 weeks ago

    Commerce City, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Services Representative

    3 weeks ago

    Reed City, Michigan, United States Northland Area FCU Full time

    Financial Services Representative OpportunityWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Northland Area FCU. As a Financial Services Representative, you will provide exceptional service to our members by accurately processing transactions, opening new accounts, and offering products and services...

  • Financial Services Representative

    3 weeks ago

    League City, Texas, United States Magellan Financial & Insurance Services, Inc. Full time

    Appointment Setter/Sales Engagement SpecialistAt Magellan Financial & Insurance Services, Inc., we empower individuals to achieve lasting financial stability and success. Based in a vibrant community, our team specializes in retirement planning and wealth management, guiding clients toward a secure and stress-free retirement.Key ResponsibilitiesEngage with...

  • Financial Representative Trainee

    1 week ago

    Commerce City, United States Mutual of Omaha Full time

    Are you a motivated individual looking to launch your career in the financial services sector? Join our Accelerator Program, a vibrant trainee experience designed to empower you for long-term success. As a Financial Representative Trainee, you'll engage in an extensive program that equips you with essential skills to sell Individual Insurance products and...

  • Financial Representative Trainee

    1 week ago

    Sun City, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 503424 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    4 weeks ago

    Haines City, Florida, United States Mutual of Omaha Full time

    Financial Representative Trainee Job DescriptionAt Mutual of Omaha, we're seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...