Financial Services Professional

3 weeks ago


Bakersfield, California, United States Staff My Agency Full time
Unlock Your Potential as a Financial Representative

At Modern Woodmen of America, California Region, we're on a mission to empower individuals to achieve their financial goals. As a Financial Representative, you'll play a vital role in helping clients create tailored financial plans that address their unique needs and aspirations.

Key Responsibilities:
  • Meet with clients to understand their financial objectives and develop personalized plans
  • Provide guidance and recommendations on financial protection, life insurance, security investments, retirement planning, and estate planning
  • Help clients achieve sales goals and reward them with expense-paid trips
  • Design your business work schedule to balance work and personal life
  • Participate in fraternal community events, such as trivia nights, food drives, and fundraisers
What We Offer:
  • A comprehensive training program to equip you with the skills and knowledge needed to succeed
  • A flexible schedule that allows you to balance work and personal life
  • A competitive benefits package, including a company-paid retirement plan, matching 401(k) plan, and medical, dental, and prescription drug insurance
  • Opportunities for top producers to attend sales conferences in exciting destinations
  • A supportive and inclusive work environment that values diversity and respect
Requirements:
  • Bachelor's degree or working towards obtaining a BA/BS
  • Excellent communication and networking skills
  • Community-oriented and target-driven mindset
  • Strong diligence and adherence to confidentiality

Modern Woodmen is an equal opportunity employer committed to diversity and inclusion. We strive to maintain a culture of respect and welcome applications from talented individuals who share our values.



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