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Experienced Financial Advisor

2 months ago

Naples, Florida, United States Modern Woodmen of America Full time

Position Overview:

We are seeking a driven and entrepreneurial individual who is committed to personal development, dedicated to assisting others, and eager for limitless earning potential and career advancement.

About Us:

Modern Woodmen Fraternal Financial and MWA Financial Services is a not-for-profit financial planning organization. We proudly stand as the third-largest fraternal benefit society in the nation based on assets. Our mission intertwines business with philanthropy, creating a continuous cycle of positive influence for our nearly 730,000 members.

Our expertise lies in retirement planning, investment strategies, and life insurance solutions. We craft comprehensive financial plans that encompass financial protection, retirement strategies, estate planning, business planning, and employee benefits.

Our representatives deliver financial products designed to safeguard families and secure their futures. The sales generated not only support member benefits but also fund social, educational, and volunteer initiatives that address local community needs. These efforts foster relationships, promoting membership growth and enhancing community impact.

Role Responsibilities:

  • Engage with existing and prospective members to inform them about financial services that could benefit their families.
  • Network with community members to build connections.
  • Continuously seek new prospects to secure appointments.
  • Participate in mentor-led meetings.
  • Request referrals from satisfied customers.
  • Observe and engage with the community to identify opportunities.
  • Take part in fraternal events and activities.

Qualifications:

  • Possession of a current Series 6 or Series 7 license.
  • A highly competitive and professional demeanor.
  • Exceptional listening skills along with strong verbal, written, and interpersonal communication abilities.
  • A commitment to honesty, integrity, and perseverance.

Benefits:

  • Comprehensive training program with hands-on experience.
  • Fully covered medical, dental, and vision insurance.
  • 401(k) retirement plan with company matching contributions.
  • Non-contributory pension plan.
  • Group term life insurance coverage.
  • Incentives including expense-paid trips and valuable prizes.