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Financial Advisor

2 months ago

Sherman, United States Modern Woodmen of America Full time

Position Title: Financial Services Consultant

At Modern Woodmen of America, we have a long-standing commitment to offering financial advice and products tailored to our clients' needs. Our financial services consultants collaborate with individuals to help them safeguard their families and strategize for their financial future.

Role Overview:

  • Provide customized investment strategies to aid clients in achieving their financial aspirations
  • Develop comprehensive financial plans while ensuring the precision of all data

Essential Qualifications:

  • Entrepreneurial spirit
  • Community-focused approach
  • Excellent communication abilities

Key Responsibilities:

  • Educate clients about available financial services
  • Build a network within the community to secure client meetings
  • Engage in mentor-led client interactions
  • Participate in community events and personal observations

Compensation and Benefits:

  • Comprehensive medical, dental, and vision coverage
  • 401(k) retirement savings plan with employer contributions
  • Non-contributory pension scheme
  • Group term life insurance coverage
  • Incentives including expense-paid trips and rewards

Modern Woodmen of America is proud to be an equal opportunity employer, dedicated to making a positive impact in the lives of our clients.