Financial Representative

4 weeks ago


Ventura, California, United States Staff My Agency Full time
Unlock Your Potential as a Financial Representative

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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