Associate Financial Representative

1 month ago

Katy, United States Modern Woodmen Full time

Overview

The Modern Woodmen - Houston 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).

  • Partner Relationship Representative

    4 days ago

    Katy, United States ARF Financial Full time

    Position: Partner Relationship Representative - Position Goal: Expand, Nurture, and Develop Current Partnership Program - Income Range: $20 Hourly Plus Bonus - Education Requirement: Bachelor's Degree - Preferred Experience: Minimum of 1 to 2 years of experience in a sales/customer service role. - Employee Location: Houston, Texas **ARF Overview**: - ARF...

  • Preneed Sales Representative

    1 month ago

    Katy, United States Cornerstone Financial Strategies Full time

    Job DescriptionJob DescriptionLooking for a career change or to grow your success?Become a Preneed Sales RepresentativeAs a Preneed Sales Representative, you will be responsible for meeting with individuals and couples to create awareness of the advantages and benefits of pre-planning one’s funeral arrangements.Pre-planning one’s funeral is an act of...

  • Preneed Sales Representative

    5 days ago

    Katy, United States Cornerstone Financial Strategies Full time

    Job DescriptionJob DescriptionLooking for a career change or to grow your success?Become a Preneed Sales RepresentativeAs a Preneed Sales Representative, you will be responsible for meeting with individuals and couples to create awareness of the advantages and benefits of pre-planning one’s funeral arrangements.Pre-planning one’s funeral is an act of...

  • Patient Benefits Representative

    3 days ago

    Katy, United States Texas Oncology Full time

    Overview: **The US Oncology Network **is looking for a **Patient Benefits Representative** to join our team at **Texas Oncology**. This full-time position will support our **Katy **clinic at 1331 West Grand Pkwy. As a part of **The** **US Oncology Network**, **Texas Oncology** delivers high-quality, evidence-based care to patients close to home. **Texas...

  • Financial Services Representative State Farm Agent Team Member

    2 days ago

    Katy, United States ADE OYEJOBI - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingHealth insuranceOpportunity for advancementPaid time offTraining & developmentWellness resourcesROLE DESCRIPTION:Ade Oyejobi - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert,...

  • Preneed Sales Associate

    1 month ago

    Katy, United States Cornerstone Financial Strategies Full time

    **Looking for a career change or to grow your success?** **Become a Preneed Sales Associate** As a Preneed Sales Associate, you will be responsible for meeting with individuals and couples to create awareness of the advantages and benefits of pre-planning one’s funeral arrangements. Pre-planning one’s funeral is an act of love that creates peace of...

  • Wireless Sales Representative

    6 days ago

    Katy, United States DMB Insurance Agency Full time

    Launch Your Wireless Sales Career & Earn Top Dollar (Flexible Hours!) **Do you have a passion for tech and a drive to succeed?** Build a rewarding career as a Wireless Sales Representative at DMB Insurance Agency! We've helped over 200 agents achieve financial freedom, and you could be next. **Why DMB Insurance Agency?** - **Unlimited earning potential**:...

  • Patient Services Representative

    2 days ago

    Katy, United States US Fertility, LLC Full time

    Job DescriptionJob DescriptionJob DescriptionEnjoy what you do while contributing to a company that makes a difference in people’s lives. Shady Grove Fertility, one of the premier fertility centers in the United States, continually seeks experienced, compassionate, and dynamic team players who are committed to delivering exceptional patient care to join...

  • Account Associate

    2 weeks ago

    Katy, United States Kyle Lindner - State Farm Agent Full time

    Position OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesUse a customer-focused, needs-based review...

  • Account Associate

    5 days ago

    Katy, United States Kyle Lindner - State Farm Agent Full time

    Position OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesUse a customer-focused, needs-based review...

  • Products Representative

    2 weeks ago

    Katy, United States Patricia Restrepo - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Products Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you...

  • Customer Relations Representative

    1 day ago

    Katy, United States Generation Alpha Inc. Full time

    Generation Alpha is seeking a vibrant, energetic, and dedicated Customer Relations Representative to join our growing team! Based in the Houston area, our firm was founded on the principles of excellent customer service and a dedication to providing our charity partners with the highest quality fundraising services possible. Our goal is to integrate creative...

  • Sales Associate

    2 weeks ago

    Katy, United States Ascena Retail Group Full time

    About usLOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style.Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just like...

  • Guest Service Representative

    2 weeks ago

    Katy, United States Dalwadi Hospitality Management Full time

    **Dalwadi Hospitality Management - Immediate Guest Service Representative** Are you passionate about providing exceptional guest experiences? Do you thrive in a fast-paced, customer-focused environment? Dalwadi Hospitality Management, a leading hotel management company based in Houston, Texas, is seeking a highly skilled and motivated Guest Service...

  • Patient Access Center Representative

    2 months ago

    Katy, United States Houston Methodist Full time

    At Houston Methodist, the Patient Access Center Representative position is responsible for assuring that patients referred between employed and aligned physicians are scheduled to receive services in their assigned location and are financially cleared prior to their scheduled appointment through accurate and timely scheduling, registration, and verification...

  • Retail Sales Associate

    2 weeks ago

    Katy, United States Cash America Full time

    Description Position at Cash America Pawn We are currently looking for the right Part-Time Retail Sales Associate to join our Team!Are you ready to take back your early mornings and late nights on weeknights AND WEEKENDS?Our Part-Time Retail Sales Associate working hours provide a real work-life balance! Our store is open: 9:00AM - 7:00PM Monday thru Friday;...

  • Retail Sales Associate

    5 days ago

    Katy, United States Amazing Lash Studio Full time

    Overview: Hiring immediately for a retail sales associate / customer service representative in the beauty industry. The Amazing Lash Studio® brand is the industry leader for eyelash extension and eyebrow services with a mission to create lasting beauty and confidence through passion, dedication and excellence so our guests will look and feel...

  • Sales Associate

    2 weeks ago

    Katy, United States IT'SUGAR Full time

    **IT’S Fun, IT’S Flexible, IT’S Entertaining, IT’S Bringing the Fun Back into Retail** IT’SUGAR was founded to create an environment that fosters the greatest feeling of happiness and humor; that allows you to smile and laugh out loud without judgment. Expanding rapidly, with over 100 locations nationwide, IT’SUGAR aspires to a future where...

  • Retail Sales Associate

    3 days ago

    Katy, United States Cash America Full time

    Description Position at Cash America Pawn We are currently looking for the right Part-Time Retail Sales Associate to join our Team! Are you ready to take back your early mornings and late nights on weeknights AND WEEKENDS? Our Part-Time Retail Sales Associate working hours provide a real work-life balance! Our store is open: 9:00AM - 7:00PM Monday thru...

  • Ambulatory Services Representative Ii

    2 weeks ago

    Katy, United States Texas Children's Hospital Full time

    We are searching for an Ambulatory Services Representative for our West Campus - someone who works well in a fast-paced setting and is team-oriented. In this position, you will provide excellent customer service as the first contact for patients, providers and staff accessing ambulatory clinics. You will expedite the outpatient check-in and check-out...