Investment Representative with Support

3 weeks ago


Peoria, Illinois, United States Beck Region - Modern Woodmen of America Full time
About the Role

As a Financial Advisor/Representative with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement. This role is ideal for individuals with a vision to grow, lead, and manage a team of financial professionals.

Key Responsibilities
  • Client Engagement
    • Provide tailored financial solutions to meet the unique needs of our members.
    • Build and maintain strong, lasting relationships with clients.
    • Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
  • Team Leadership and Development
    • Recruit, train, and mentor new financial representatives.
    • Develop and lead a high-performing team to achieve collective and individual goals.
    • Foster a culture of continuous learning and professional development within the team.
  • Community Involvement
    • Actively participate in community service and outreach programs.
    • Represent Modern Woodmen of America in local events and initiatives.
    • Engage in fraternal programs that directly benefit local communities.
  • Business Growth
    • Drive the growth and success of the local office.
    • Develop and implement strategies to expand the client base.
    • Monitor and manage team performance to ensure alignment with organizational goals.
Perks and Benefits

Starting income is commensurate with experience and includes exclusive training and development with financial services professionals. Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character. Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.

Requirements
  • Desire to create deep-rooted connectedness in your community.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
  • Some experience as a Financial Advisor, Financial Planner, or similar is preferred.

Active Licenses/Certifications: Life License, FINRA



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