Associate Financial Representative

4 weeks ago


Monroe, United States Modern Woodmen 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).



  • Monroe, 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...


  • Monroe, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...


  • Monroe, United States Carolina Mendez - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompany partiesOpportunity for advancementTraining & developmentROLE DESCRIPTiIONState Farm Carolina Mendez Agency is seeking a qualified and empathetic professional for the role of Financial Representative. As a customer-oriented expert, you will market the best Life/Health insurance services...


  • Monroe, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.   In the Role Deliver results related to individual...


  • Monroe, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.  In the RoleDeliver results related to individual and...


  • Monroe, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.  In the RoleDeliver results related to individual and...

  • Consumer Banker I

    1 week ago


    Monroe, United States First Financial Bancorp Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The First Financial Bank Consumer Bank Co-op program provides college students the opportunity to gain professional experience in a...


  • Monroe, United States Havepurpose Full time

    **Customer Service Representative** **Location:** Monroe, LA, US, 71201 **Company:** Purpose Financial * Competitive Wages * Bonus Potential * Life/Health Benefits * 401(k) Savings Plan * Educational Assistance * Paid Vacation/Holidays * Great Schedules * Comprehensive Training The Full Time Customer Service Representative (CSR) position is a...


  • Monroe, United States Holiday Companies Full time

    Holiday Stationstores - 2700 N Dixie Hwy [Retail Associate / Team Member] As a Customer Service Representative at Holiday Stationstores, you'll: Provide prompt, courteous customer service; Ring up all sales on cash register properly and accurately, handling money, checks, and other types of payment received for products sold; Perform multi-function operation...

  • Sales Associate

    1 week ago


    Monroe, United States pacsun Full time

    Join the Pacsun Community Pacsun is dedicated to delivering an exclusive collection of the most relevant brands and styles to a community of inspired youth. Through partnerships with brands such as adidas, Brandy Melville, Essentials Fear of God, our own brands, and many more. Our Pacsun community believes in and understands the importance of using our...


  • Township of Monroe, United States Astera-OneOncology Full time

    The Revenue Cycle Representative (RCR) for the practice is a customer service and financial related position with primary focus to communicate between the physicians, insurance company representatives, contracted billing vendor and the patient. The RCR will provide exceptional customer service to our external as well as internal customers. Support service...


  • Monroe, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...


  • Monroe, United States Acme Brick Full time

    **Customer Service Representative** City **Monroe** State/Territory **US-LA** Employment Type **Full time** **Join the Acme Brick Family** **CUSTOMER SERVICE REPRESENTATIVE** **FLSA Status: Non-exempt** Acme Brick Company (a Berkshire Hathaway Company) is an organization of professionals in the manufacturing and building material distribution industry. We...

  • Sales Associate

    7 days ago


    Monroe, 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...


  • Monroe, United States Kimbrell's Furniture Full time

    Job Description:We are searching for energetic, detailed oriented, and dependable Warehouse Associates and Delivery Associates, who are passionate about providing a great and remarkable customer experience! The Warehouse Associate/Delivery Associate will distribute our merchandise safely and promptly to our customers. You will represent our company in a...


  • Monroe, United States Vantage Concepts Full time

    Job DescriptionJob DescriptionVantage Concepts is recognized for its leading competitive marketing and sales strategies among other firms in Charlotte! As a business marketing and sales firm, our mission is to help our top-tier clients increase their revenue and brand recognition. Our Marketing and Sales Representative team prioritizes connecting our clients...

  • Warehouse Associate

    7 days ago


    Monroe, United States tapwage Full time

    Warehouse Associate req39392 Employment Type: Regular Location: MONROE,NC Have you ever enjoyed Arnold®, Brownberry® or Oroweat® bread? A Thomas’® English muffin or bagel? Or perhaps snacked on a Sara Lee®, Entenmann’s® or Marinela® cake or donut? If the answer is yes, then you know Bimbo Bakeries USA! More than 20,000 associates in bakeries,...


  • Monroe, United States N C Machinery Full time

    Harnish Group Inc. is the Caterpillar Dealer in Central and Western Washington, Central and Eastern Montana, Northwestern Wyoming, Northwestern North Dakota and the state of Alaska. Our Member Companies are N C Machinery, N C The Cat Rental Store, N C Power Systems, Tractor & Equipment Co., T & E The Cat Rental Store, and SITECH, representing Caterpillar,...


  • Monroe, United States N C Machinery Full time

    Harnish Group Inc. is the Caterpillar Dealer in Central and Western Washington, Central and Eastern Montana, Northwestern Wyoming, Northwestern North Dakota and the state of Alaska. Our Member Companies are N C Machinery, N C The Cat Rental Store, N C Power Systems, Tractor & Equipment Co., T & E The Cat Rental Store, and SITECH, representing Caterpillar,...

  • Sales Associate

    2 weeks ago


    Monroe, United States Hustler Hollywood Full time

    OverviewHOURLY RATE $15.00 Are you eager to grow in a fun and dynamic work environment? We are experiencing remarkable growth and are seeking dedicated, ambitious and enthusiastic people who want to grow with the company! Earn Monthly Bonuses and enjoy Great Employee Discounts! SUMMARY A Sales Associate is a position responsible for supporting the Store...