Investment Representative with Training

14 hours ago


Wichita, Kansas, United States OKKS Region - Modern Woodmen of America Full time
Job Description

As an Investment Representative with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement. This role is ideal for individuals with a passion for providing personalized financial solutions and building strong client relationships.

Key Responsibilities:
  • Client Engagement:
    • Provide tailored financial solutions to meet the unique needs of our members.
    • Build and maintain strong, lasting relationships with clients.
    • Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
  • Financial Planning and Advisory:
    • Conduct thorough financial assessments to understand client needs and goals.
    • Develop and recommend investment strategies and portfolio management solutions.
    • Provide ongoing advice and support to help clients achieve their financial objectives.
  • Community Involvement:
    • Actively participate in community service and outreach programs.
    • Represent Modern Woodmen of America in local events and initiatives.
    • Engage in fraternal programs that directly benefit local communities.
  • Professional Development:
    • Stay updated on industry trends, products, and regulatory changes.
    • Pursue continuous learning opportunities and certifications to enhance your expertise.
    • Collaborate with colleagues to share knowledge and best practices.
  • Business Growth:
    • Contribute to the growth and success of the local office.
    • Develop and implement strategies to expand the client base.
    • Monitor and manage personal performance to ensure alignment with organizational goals.
Perks and Benefits:
  • Starting income is commensurate with experience and includes exclusive training and development with financial services professionals.
  • Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character.
  • Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.
Qualifications:
  • Desire to create deep-rooted connectedness in your community.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
  • Experience as a Wealth Manager or Financial Planner or similar is preferred.

Flexible work from home options available.


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