Financial Services Representative

2 weeks ago


Ottawa, Kansas, United States Modern Woodmen Financial Services Full time
About the Role

This position was created to help clients achieve financial security through various products and services. As a Financial Representative, you will work with clients to understand their financial goals and develop personalized plans to meet those objectives.

Key Responsibilities
  • Assess clients' financial situations and identify areas for improvement
  • Develop and implement customized financial plans using life insurance, annuities, investments, and other products
  • Provide ongoing support and guidance to clients to ensure they stay on track with their financial goals
What We Offer

As a Financial Representative with Modern Woodmen Financial Services, you will enjoy a flexible schedule that allows you to maintain a great work-life balance. You will also have access to a range of resources and support to help you succeed in your role.



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