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Financial Services Professional

1 month ago

Porter Ranch CA, United States Staff My Agency Full time

Financial Representative Role

At Staff My Agency, we're seeking a skilled Financial Representative to join our team. As a Financial Representative, you'll play a crucial role in helping clients achieve their financial goals by creating personalized financial plans. This will involve providing guidance and recommendations on financial protection, life insurance, security investments, retirement planning, and more.

Key Responsibilities

  • Meet with clients to understand their financial needs and goals
  • Develop and implement tailored financial plans to help clients achieve their objectives
  • Provide guidance and recommendations on various financial products and services
  • Help clients achieve sales goals and reward them with expense-paid trips
  • Design your business work schedule to balance work and personal life

What We Offer

  • A comprehensive training program to help you succeed in your role
  • A flexible schedule to allow you to balance work and personal life
  • A competitive benefits package, including a company-paid retirement plan, matching 401(k) plan, and more
  • Opportunities for top producers to attend sales conferences in exciting destinations

Requirements

  • Bachelor's degree or working towards obtaining a BA/BS
  • Ability to communicate and network effectively with different audiences
  • Community-oriented and target-driven mindset
  • Strong diligence and adherence to confidentiality

Modern Woodmen is an equal opportunity employer committed to diversity and inclusion. We strive to maintain a culture of respect and welcome applications from talented individuals who share our values.