Financial Services Representative

2 days ago


Gastonia, North Carolina, United States Modern Woodmen Full time
About the Role

The ideal candidate will deliver tailored investment solutions to help clients achieve their long-term financial objectives. They should be comfortable creating comprehensive financial plans and cross-checking work to ensure complete accuracy of information.

Key Responsibilities
  • Work with current or new members to provide them with information about the financial services their families could utilize.
  • Network with individuals throughout the community to build relationships and identify opportunities.
  • Continuously prospect for new appointments to secure business growth.
  • Participate in mentor-led appointments to develop skills and knowledge.
  • Ask customers for favorable introductions to expand the network.
  • Engage in personal observation through the community to stay informed and up-to-date.
  • Participate in fraternal activities to build relationships and contribute to the community.
Benefits and Perks
  • Medical, dental, and vision insurance paid for.
  • 401(k) retirement planning with company match.
  • Non-contributory pension plan.
  • Group term life insurance benefits.
  • Expense-paid trips, valuable prizes, and exciting incentives.
About Us

Since 1883, Modern Woodmen has been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs.

Our financial representatives are hometown professionals who manage their own branch offices and build a business to serve their clients and communities. Modern Woodmen is an equal opportunity employer (EOE).



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