Financial Services Representative
6 days ago
Modern Woodmen of America is a leading fraternal financial services organization dedicated to making a positive impact on the lives of thousands of families and communities each year.
We are built on a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.
About the RoleOur financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
As a financial representative, you will provide financial guidance and products to help members protect their families and their futures.
Our ProgramsWe offer a range of programs that help fund member activities, including social, educational, and volunteer initiatives that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
What We OfferWe provide a comprehensive education and training program to support your success in your new role.
You will have access to hands-on workshops, mentorship from seasoned professionals, and the latest industry resources to help you succeed.
QualificationsTo be successful in this role, you will need:
- A passion for bettering members' financial lives
- The ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state
- The ability to pass a background check that includes satisfactory regulatory, criminal, and financial standing
We offer a range of benefits and perks, including:
- Paid medical and dental insurance
- 401(k) retirement plan with company match
- Noncontributory pension plan
- Group term life insurance
- Expense-paid trips, bonuses, and other incentives
Modern Woodmen of America is an equal opportunity employer.
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