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Investment Solutions Consultant
2 months ago
Position Overview
The selected candidate will provide tailored investment strategies to assist clients in achieving their long-term financial aspirations. They should possess the ability to formulate financial plans and meticulously verify details to ensure the utmost accuracy of data.
About You
· Innovative and entrepreneurial approach
· Strong community engagement
· Excellent communication abilities
Key Responsibilities
· Collaborate with existing or prospective members to inform them about the financial services available for their families
· Build networks with individuals across the community
· Actively seek opportunities to secure appointments
· Engage in mentor-guided meetings
· Request referrals from clients
· Observe and engage with the community
· Participate in community-focused activities
Benefits and Perks
· Comprehensive medical, dental, and vision insurance coverage
· 401(k) retirement plan with employer matching
· Non-contributory pension benefits
· Group term life insurance coverage
· Incentives including expense-paid trips and valuable rewards
For individuals aspiring to enter the Financial Services sector, MWA offers support in obtaining necessary industry licenses.
About Modern Woodmen of America
Since its inception in 1883, our organization has been dedicated to providing financial guidance and products to secure futures. Our representatives offer financial solutions that help members safeguard their families and their financial well-being.
The revenue generated from these services supports member benefits and various social, educational, and volunteer initiatives that address local community needs. These efforts foster relationships, promoting membership growth and enhancing community impact.
Our financial representatives are local professionals who operate their own branch offices and cultivate a business that serves both their clients and their communities.
Modern Woodmen is proud to be an equal opportunity employer (EOE).
