Financial Services Representative

23 hours ago


Jacksonville, Florida, United States Modern Woodmen Full time
About the Role

We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a key member of our organization, you will play a vital 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 and knowledge.
  • Ask customers for favorable introductions to expand your network and build your business.
  • Engage in personal observation through the community to stay connected with your clients and identify new opportunities.
  • Participate in fraternal activities to give back to the community and build relationships with your clients.
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

Modern Woodmen of America is a fraternal benefit society that has been focused on 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 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

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.

We want to support and invest in YOU and the things you hold most important.

Our commitment to community impact is evident in our statistics:

  • Approximately 2,200 local chapters and 500 youth service clubs nationwide.
  • $46.3 million contributed to worthy causes through fundraisers.
  • 278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
  • $17.8 million in support of members and their communities in 2022.

Modern Woodmen is an equal opportunity employer (EOE).



  • Jacksonville, Florida, United States Momentum Financial Services Group Full time

    Job OpportunityWe are seeking a dynamic and driven sales professional to join our team at Momentum Financial Services Group.As a Financial Services Representative, you will play a key role in promoting our financial products and services to meet the short- and long-term financial goals of our customers.Key Responsibilities:Deliver results on store...


  • Jacksonville, Florida, United States Momentum Financial Services Group Full time

    Job OverviewMomentum Financial Services Group is seeking a dynamic and driven sales professional to promote our financial products and services to meet the short- and long-term financial goals of our customers.Key ResponsibilitiesDeliver results on store profitability goalsProvide a quality customer sales experience through efficient execution of all...


  • Jacksonville, Florida, United States Global Financial Impact - Brian Garcia Full time

    Job OpportunityWe are seeking a highly motivated and competent Financial Services Representative to join our team at Global Financial Impact - Brian Garcia. As a remote financial professional, you will have the opportunity to work with A+ rated financial companies across the nation and develop financial need analysis for clients.Key Responsibilities:Develop...


  • Jacksonville, Florida, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Jacksonville, Florida, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...


  • Jacksonville, Florida, United States Global Channel Management Full time

    About the JobGlobal Channel Management is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCommunicate with external and internal customers through various...


  • Jacksonville, Florida, United States Modern Woodmen Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a key member of our organization, you will play a vital role in delivering personalized investment solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesWork with current or new members to provide...


  • Jacksonville, Florida, United States Modern Woodmen Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial-minded individual to join our team as a Financial Services 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 ResponsibilitiesWork with current or new members to...


  • Jacksonville, Florida, United States Modern Woodmen Full time

    About Modern WoodmenNamed to Forbes' list of World's Best Insurance Companies for 2023, Modern Woodmen of America is the nation's third-largest fraternal benefit society. Since 1883, we've been focused on securing futures with financial guidance and products.Job SummaryWe're seeking a highly motivated and entrepreneurial-minded individual to join our team as...


  • Jacksonville, Florida, United States Modern Woodmen of America Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a key member of our organization, you will play a vital role in delivering personalized investment solutions to help clients achieve their long-term financial goals.ResponsibilitiesWork with current or new members to provide them...


  • Jacksonville, Florida, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...


  • Jacksonville, Florida, United States Modern Woodmen of America Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial-minded individual to join our team as a Financial Representative. As a key member of our organization, you will play a vital role in delivering personalized investment solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesWork with current or new members to...


  • Jacksonville, Florida, United States Global Channel Management Full time

    About the JobGlobal Channel Management is seeking a highly motivated and detail-oriented Financial Services Representative to join our team.Key ResponsibilitiesCommunicate with external and internal customers through various channels, maintaining a positive and professional attitude at all times.Demonstrate excellent interpersonal, written, and oral...


  • Jacksonville, Florida, United States Western & Southern Life Full time

    Job SummaryThe Financial Representative is responsible for meeting the needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. This role requires strong interpersonal and communication skills, as well as the ability to analyze client needs and recommend tailored solutions.Key ResponsibilitiesIdentify...


  • Jacksonville, Florida, United States Global Channel Management Full time

    About the JobGlobal Channel Management is seeking a highly motivated and customer-focused Financial Services Customer Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their queries and concerns, and ensuring their overall satisfaction with our...


  • Jacksonville, Florida, United States Momentum Financial Services Group Full time

    Job Title: Branch ManagerAre you a sales-driven leader with a passion for growing retail sales and developing a high-performing sales team? Do you have a track record of achieving sales goals and driving store profitability?About the Role:As a Branch Manager at Momentum Financial Services Group, you will be responsible for leading and developing a team of...


  • Jacksonville, Florida, United States Truist Financial Corporation Full time

    Key ResponsibilitiesAs a Financial Consultant with Truist Investment Services, you will provide consultative support to Financial Advisors, working closely to meet client needs and identify new business opportunities.Key SkillsStrong consultative and sales skillsAbility to work closely with Financial AdvisorsKnowledge of financial products and...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Job Title: Closer/Funder (Bilingual)We are seeking a highly motivated and skilled Closer/Funder to join our growing team at Triad Financial Services, Inc. This is a full-time position in our Jacksonville, FL office.Key Responsibilities:Process incoming loan packages from clients, including Direct Borrowers, Manufactured Home Dealers, and Brokers.Monitor loan...


  • Jacksonville, Florida, United States Kim Lego - State Farm Agent Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Kim Lego - State Farm Agent. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, answering their insurance and financial services questions, and helping them find the right...


  • Jacksonville, Florida, United States Modern Woodmen of America Full time

    Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to provide personalized investment solutions to clients in the Financial Services Industry.About the Role:Provide financial services information to current and potential clientsNetwork and prospect in the community to identify opportunitiesParticipate in mentorship...