Associate Financial Representative

2 weeks ago


Mobile, United States Modern Woodmen Full time

Overview

The Modern Woodmen - Mobile 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).



  • Mobile, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Mobile 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...


  • Mobile, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Mobile 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...


  • Mobile, United States Peters Financial Full time

    Company Description Are you looking for a long-term stable position with excellent opportunities for career growth? Do you have a passion for providing excellent customer service and have exceptional attention to detail? We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management...


  • Mobile, United States Peters Financial Full time

    Company DescriptionAre you looking for a long-term stable position with excellent opportunities for career growth?Do you have a passion for providing excellent customer service and have exceptional attention to detail?We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management...


  • Mobile, United States Peters Financial Full time

    Company Description Are you looking for a long-term stable position with excellent opportunities for career growth? Do you have a passion for providing excellent customer service and have exceptional attention to detail? We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management...

  • Sales Representative

    4 weeks ago


    Mobile, United States Nathan Skipper - State Farm Agency Full time

    Job DescriptionJob Description Nathan Skipper - State Farm Agency, located in Mobile, AL has an immediate opening for a full-time Sales Representative. Insurance experience is not required as we will train the right person. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with...


  • Mobile, United States New York Life Full time

    New York Life - We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market...


  • Mobile, United States Peters Financial, LLC Full time

    Company DescriptionAre you looking for a long-term stable position with excellent opportunities for career growth? Do you have a passion for providing excellent customer service and have exceptional attention to detail? We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management...

  • Sales Representative

    1 month ago


    Mobile, United States Ramon Glenn - State Farm Agency Full time

    Job DescriptionJob Description Ramon Glenn - State Farm Agency, located in Mobile, AL has an immediate opening for a full-time Sales Representative. Insurance experience is not required as we will train the right person. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with...


  • Mobile, United States Agile Premier Full time

    The Outside Sales Representative will be responsible for driving the sales performance of the company’s Decking and Railing and other product lines within an assigned territory. You will be making face to face sales calls with existing and potential customers, building long lasting business relationships, and finding new opportunities for growth. While the...


  • Mobile, United States Agile Premier Full time

    The Outside Sales Representative will be responsible for driving the sales performance of the company’s Decking and Railing and other product lines within an assigned territory. You will be making face to face sales calls with existing and potential customers, building long lasting business relationships, and finding new opportunities for growth. While the...

  • Community Outreach

    2 weeks ago


    Mobile, United States Apex Connections Full time

    We are in search of a dedicated, enthusiastic, and results-oriented professional to join our team as a Community Outreach and Customer Service Associate. In this role, you will be instrumental in advancing community engagement and providing top-notch customer service, all while supporting our mission of achieving ambitious goals in the upcoming year for both...


  • Mobile, United States Level Four Group, LLC Full time

    Our Team is growing, and we need you!Come be a part of this disruption in the financial services marketplace!By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope...


  • Mobile, United States Level Four Group, LLC Full time

    Job DescriptionJob DescriptionOur Team is growing, and we need you!Come be a part of this disruption in the financial services marketplace!By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing...


  • Mobile, United States ELEVATE WORKFORCE, INC. Full time

    Job DescriptionJob DescriptionPosition Description: Inside sales representatives are responsible for selling products and services to customers. They use a variety of methods to generate leads, including cold calling, emailing, and following up on leads. They also develop new leads and maintain a customer database.Inside sales representatives have a number...


  • Mobile, United States Long's Human Resource Services Full time

    Job DescriptionJob DescriptionLong's Human Resource Services is proud to represent our client in the Marine industry on its search for a Project Assistant Controller/Administrator, a position created due to an internal promotion. Our client has an established reputation and world-class benefits with demonstrated career growth potential.   Apply today...


  • Mobile, United States ALLDATA Full time

    ALLDATA is the industry’s #1 choice for unedited OEM automotive repair and collision information. Founded in 1986, the Elk Grove, California-based company has more than 115,000 subscribers worldwide who rely on us for access to the OEM-accurate information and procedures they need for safe and accurate repairs. More than 400,000 technicians trust...


  • Mobile, United States ALLDATA Full time

    ALLDATA is the industry’s #1 choice for unedited OEM automotive repair and collision information. Founded in 1986, the Elk Grove, California-based company has more than 115,000 subscribers worldwide who rely on us for access to the OEM-accurate information and procedures they need for safe and accurate repairs. More than 400,000 technicians trust...


  • Mobile, United States ALLDATA Full time

    ALLDATA is the industry’s #1 choice for unedited OEM automotive repair and collision information. Founded in 1986, the Elk Grove, California-based company has more than 115,000 subscribers worldwide who rely on us for access to the OEM-accurate information and procedures they need for safe and accurate repairs. More than 400,000 technicians trust...


  • Mobile, United States ELEVATE WORKFORCE, INC. Full time

    Job DescriptionJob DescriptionPosition Description: Outside sales representatives are responsible for increasing sales by developing and maintaining relationships with customers. They conduct sales in the field through face-to-face interactions with potential and existing customers. Their responsibilities include:Presenting sales proposals to potential...