Financial Services Representative
2 days ago
As a Financial Representative at Modern Woodmen of America, you will play a vital role in helping individuals achieve their financial goals. You will create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and provide the necessary financial tools and support to reach those goals.
About Modern Woodmen of America- Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. We are one of the nation's largest fraternal benefit societies, with over $17 billion in assets.
- Our representatives provide financial guidance and products to help members protect their families and their futures.
- We offer a range of products that help fund member programs, including social, educational, and volunteer activities that enrich members' lives and meet local needs.
- Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
- Show integrity and character.
- Demonstrate leadership skills.
- Be team-oriented.
- Focus on results and success.
- Have overcome adversity.
- Grow by helping others.
- Show a volunteer spirit in the community.
- Look for self-improvement opportunities.
- Enjoy building long-term relationships.
- Be credible, trustworthy, and honest.
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role.
Qualifications- Passion for bettering members' financial lives.
- 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.
- Ability to pass a background check that includes satisfactory regulatory, criminal, and financial standing.
- 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 is an equal opportunity employer.
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