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Financial Services Consultant

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 rich history of offering financial solutions and guidance since our inception. Our consultants play a crucial role in assisting clients with safeguarding their families and preparing for their financial futures.

Role Overview:

  • Provide tailored investment strategies to help clients achieve their long-term financial aspirations.
  • Develop comprehensive financial plans while ensuring the precision of all information.

Required Qualifications:

  • Possess an entrepreneurial spirit.
  • Demonstrate a commitment to community engagement.
  • Exhibit excellent communication abilities.

Key Responsibilities:

  • Inform current and prospective clients about available financial services.
  • Build networks within the community to secure client meetings.
  • Engage in mentor-led client interactions.
  • Participate in community events and personal observations.

Benefits Offered:

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) retirement plan with employer matching.
  • Non-contributory pension benefits.
  • Group term life insurance options.
  • Incentives including expense-paid trips and prizes.

Modern Woodmen of America is an equal opportunity employer, dedicated to making a positive impact in the lives of individuals and families.