Financial Services Representative

1 month ago


Jacksonville, Florida, United States Modern Woodmen of America Full time
About the Role

We are seeking a highly motivated and entrepreneurial-minded individual to join our team as a Financial Representative. As a key member of our organization, you will play a vital role in delivering personalized investment solutions to help clients achieve their long-term financial goals.

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 identify potential clients and build relationships.
  • Continuously prospect for new business opportunities to secure appointments and grow our client base.
  • Participate in mentor-led appointments to develop your skills and knowledge.
  • Ask customers for referrals and introductions to expand our network.
  • Engage in community outreach and observation to stay connected with our members and identify new opportunities.
  • Participate in fraternal activities to build relationships and contribute to our community.
Benefits and Perks

We offer a comprehensive benefits package, including:

  • 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

Modern Woodmen of America is a fraternal benefit society that has been securing futures with financial guidance and products since 1883. We are proud to be named one of the World's Best Insurance Companies for 2023 by Forbes. Our representatives provide financial products to help members protect their families and their futures, while also supporting local communities through our social, educational, and volunteer programs.

What Makes Us Different

We are a unique combination of business and giving back to the communities we serve. Our fraternal organization exemplifies our desire to make a positive impact on the world around us by offering our members unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education, and leadership development. We also offer 'Make an Impact' Scholarship opportunities and 'Do Good' Grants to support our members' passions and initiatives.

We want to support and invest in YOU and the things you hold most important. Join us in making a difference in the lives of our members and their communities.



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