Financial Services Advisor
2 weeks ago
The ideal candidate will provide tailored investment strategies to assist clients in achieving their long-term financial aspirations. They should be adept at formulating financial plans and meticulously verifying details to ensure the utmost accuracy of information.
About You
- Entrepreneurial Spirit – approaches professional challenges with determination, diligence, flexibility, enthusiasm, and drive.
- Community Focused – possesses a strong connection to their community and a commitment to helping others thrive.
- Effective Communicator – potential candidates can forge connections and relationships through proactive, friendly, empathetic, consistent, and respectful dialogue.
- Experience in Finance and Insurance – for those considering a career transition, MWA offers support for obtaining industry licenses and additional training opportunities
Key Responsibilities
- Collaborate with existing or prospective members to inform them about the financial services available for their families.
- Network with individuals throughout the community.
- Consistently seek new opportunities to secure appointments.
- Engage in mentor-led meetings.
- Request referrals from customers.
- Observe and engage with the community.
- Participate in community activities.
Benefits and Perks
- Comprehensive medical, dental, and vision insurance coverage.
- 401(k) retirement plan with company matching.
- Non-contributory pension plan.
- Group term life insurance benefits.
- Expense-paid trips, valuable prizes, and exciting incentives.
About Us
Recognized on Forbes' list of World's Best Insurance Companies.
Since our inception, we have been dedicated to securing futures through financial guidance and products. Our representatives offer financial solutions to assist members in protecting their families and their futures.
These efforts support member benefits and social, educational, and volunteer initiatives that address local needs. Consequently, members foster relationships that promote membership growth and enhance community impact.
Our financial representatives are local professionals who manage their own branches and develop a business that serves both their clients and their communities.
What Sets Us Apart – Why Choose Modern Woodmen?
Modern Woodmen of America is the third-largest fraternal benefit society in terms of assets.
Fraternalism embodies a unique blend of business and community service, creating a continuous cycle of positive impact.
As a fraternal organization, we demonstrate our commitment to making a positive difference by offering our members unwavering support in their volunteer efforts, access to extensive networks, social events, ongoing education, leadership development, scholarship opportunities, and grants.
We are dedicated to supporting and investing in YOU and the causes that matter most to you.
Community Impact Statistics
- Approximately 2,200 local chapters and 500 youth service clubs nationwide.
- $46.3 million contributed to meaningful causes through fundraising efforts.
- 278,401 volunteer hours donated by members across various chapters.
- $17.8 million in support of members and their communities.
Modern Woodmen is an equal opportunity employer (EOE).
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