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Client Relations Financial Representative

2 months ago

Vancouver, Washington, United States Modern Woodmen of America Full time

Position Overview

Modern Woodmen of America is seeking a motivated individual to become part of our team as a Financial Services Associate. This position offers the chance to collaborate closely with experienced professionals, including the Managing Partner and Senior Financial Representative, to enhance the financial practice while nurturing existing member connections.

Key Qualifications

  • Entrepreneurial spirit
  • Community-focused
  • Strong communication abilities
  • Background in Finance and Insurance sectors

Core Responsibilities

  • Deliver financial insights to members
  • Engage in community networking
  • Identify potential client appointments
  • Participate in guided mentorship sessions
  • Request referrals from clients
  • Take part in community initiatives
  • Pursue ongoing education

Compensation and Benefits

  • Comprehensive medical, dental, and vision insurance
  • 401(k) retirement savings plan with employer matching
  • Pension benefits
  • Group life insurance coverage
  • Incentive travel and rewards

About Us

Modern Woodmen of America, recognized as a leading insurance provider, has been delivering financial solutions since 1883. Our financial representatives assist members in protecting their families and futures while addressing local community needs through various initiatives and benefits. Join a team that emphasizes community involvement and professional development.

Why Join Modern Woodmen?

As a prominent fraternal benefit society, we prioritize community contributions and support employee volunteerism. Enjoy access to networking opportunities, educational resources, scholarships, and grants. Make a meaningful difference with an organization that is committed to your growth and success.