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Investment Solutions Consultant

2 months ago

Sebring, Florida, United States Modern Woodmen of America Full time

Position Overview

The selected candidate will provide tailored investment strategies to assist clients in achieving their financial aspirations. They should possess the ability to formulate financial plans and meticulously verify details to ensure the utmost accuracy of information.

About You

· Innovative and entrepreneurial spirit

· Strong community engagement

· Excellent interpersonal communication

Key Responsibilities

· Collaborate with existing and prospective members to inform them about the financial solutions available for their families

· Build networks within the community

· Actively seek new opportunities to secure meetings

· Engage in mentor-guided meetings

· Request referrals from clients

· Observe and engage with the community

· Participate in community-oriented activities

Benefits and Advantages

· Comprehensive medical, dental, and vision coverage

· 401(k) retirement plan with employer matching

· Non-contributory pension scheme

· Group term life insurance coverage

· Sponsored trips, valuable rewards, and exciting incentives

For individuals aspiring to enter the Financial Services sector, MWA provides support for obtaining necessary industry licenses.

About Modern Woodmen of America

Since its inception in 1883, our focus has been on securing futures through financial guidance and innovative products. Our representatives offer financial solutions designed to help members safeguard their families and their future.

These sales contribute to funding member benefits and various social, educational, and volunteer initiatives that address local needs. Such activities foster relationships, leading to membership growth and enhanced community impact.

Our financial representatives are dedicated professionals who operate their own branch offices and cultivate a business model that serves both their clients and their communities.

Modern Woodmen is an equal opportunity employer (EOE).