Financial Services Representative
2 days ago
The Modern Woodmen California Region is seeking a motivated and driven individual to partner with our team as a Financial Services Representative. This role offers an opportunity to work alongside the Managing Partner and Senior Financial Representative, maintaining existing relationships with Modern Woodmen members while establishing the foundation for their own financial practice.
Key Responsibilities- Work with current or new members to provide information about the financial services their families could utilize.
- Network with individuals throughout the community.
- Continuously prospect for appointments.
- Participate in mentor-lead appointments.
- Ask customers for favorable introductions.
- Engage in personal observation through the community.
- Participate in fraternal activities.
- Engage in continuous educational opportunities.
- 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.
Named to Forbes list of World's Best Insurance Companies for 2023, Modern Woodmen has been focused on securing futures with financial guidance and products since 1883. Our representatives provide financial products to help members protect their families and their futures, which in turn 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.
What Makes Us DifferentIn terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society. We exemplify 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, as well as scholarship opportunities and Do Good Grants.
We want to support and invest in YOU and the things you hold most important.
Our community impact statistics include approximately 2,200 local chapters and 500 youth service clubs nationwide, $46.4 million contributed to worthy causes through fundraisers, 250,449 volunteer hours donated by members, and $18.2 million in support of members and their communities in 2023.
Modern Woodmen is an equal opportunity employer (EOE).
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