Financial Services Representative
4 days ago
About Us
At Modern Woodmen of America, we've been dedicated to securing futures with financial guidance and products since 1883. Our representatives provide financial products to help members protect their families and their futures.
These sales support member benefits and social, educational, and volunteer programs that identify and meet local needs. By building relationships, we foster membership growth and greater community impact.
Our Financial Representatives
Our financial representatives are hometown professionals who manage their own branch offices and build a business to serve their clients and communities. They deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities
Our financial representatives work with current or new members to provide them with information about the financial services their families could utilize. They network with individuals throughout the community, continuously prospecting to secure appointments, and participate in mentor-led appointments.
They also ask customers for favorable introductions, engage in personal observation through the community, and participate in fraternal activities. Additionally, they help clients create financial plans and cross-check work to ensure complete accuracy of information.
Benefits and Perks
Our financial representatives enjoy a range of benefits, including medical, dental, and vision insurance paid for, 401(k) retirement planning with company match, non-contributory pension plan, group term life insurance benefits, and expense-paid trips, valuable prizes, and exciting incentives.
Support for Industry Licenses
For those looking to enter the Financial Services industry, Modern Woodmen of America supports obtaining industry licenses.
Equal Opportunity Employer
Modern Woodmen of America is an equal opportunity employer (EOE).
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