Financial Services Representative

3 days ago


Gastonia, North Carolina, United States Modern Woodmen of America Full time
About the Role

We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a representative, you will play a critical role in delivering personalized investment solutions to help clients achieve their long-term financial goals.

Key Responsibilities
  • Work with current or new members to provide them with information about the financial services their families could utilize.
  • Network with individuals throughout the community to build relationships and identify new business opportunities.
  • Continuously prospect for new appointments and engage in mentor-led appointments to develop your skills.
  • Ask customers for favorable introductions to expand your network.
  • Engage in personal observation through the community to stay informed about local needs and opportunities.
  • Participate in fraternal activities to build relationships and contribute to the community.
Benefits and Perks

We offer a comprehensive benefits package, including:

  • 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

Since 1883, Modern Woodmen of America has been dedicated to 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.

We are an equal opportunity employer (EOE) and value diversity in our workplace.



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