Financial Representative
4 weeks ago
At Modern Woodmen of America, California Region, we're on a mission to empower individuals to achieve their financial goals. As a Financial Representative, you'll play a vital role in helping clients create tailored financial plans that address their unique needs and aspirations.
Key Responsibilities:
- Develop and implement comprehensive financial plans that incorporate financial protection, life insurance, security investments, retirement planning, and estate planning.
- Meet with clients to understand their financial objectives and provide guidance on achieving them.
- Utilize state-of-the-art tools to analyze clients' financial situations and recommend suitable solutions.
- Collaborate with clients to set and achieve sales goals, with opportunities for expense-paid trips and recognition.
- Design a flexible business schedule that allows for work-life balance and the ability to participate in fraternal community events.
What We Offer:
- A comprehensive training program to ensure your success.
- A flexible schedule that allows you to balance work and personal life.
- A supportive team environment that fosters growth and development.
- A competitive benefits package, including a company-paid retirement plan, matching 401(k) plan, medical, dental, and prescription drug insurance.
- Opportunities for top producers to attend sales conferences in exciting destinations.
Requirements:
- Bachelor's degree or working towards obtaining a BA/BS.
- Excellent communication and networking skills.
- Community-oriented mindset.
- Target-driven approach.
- Strong diligence and adherence to confidentiality.
Join Our Team:
As a Financial Representative, you'll have the opportunity to make a meaningful impact on people's lives while enjoying a rewarding career. If you're passionate about helping others achieve their financial goals, we encourage you to apply.
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