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Financial Services Representative

2 months ago

Ocala, Florida, United States Modern Woodmen Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Representative to join our team at Modern Woodmen. As a Financial Representative, you will play a critical role in delivering personalized investment solutions to help clients achieve their long-term financial goals.

Key Responsibilities
  • Work with current and new members to provide information about financial services that can benefit their families.
  • Network with individuals throughout the community to promote the sale of products.
  • Continuously prospect for new business opportunities to secure appointments.
  • Participate in mentor-led appointments and engage in personal observation through the community.
Requirements
  • High School Diploma or GED equivalent required.
  • Must have a valid Florida 2-15 License and Securities License (Series 6 or 7), or be able to obtain it within 6 months from date of employment.
  • Must have a valid Florida Driver's License for required travel.
  • Must have strong communication skills and be able to develop connections and professional relationships with customers.
What We Offer

As a Financial Representative at Modern Woodmen, you will have the opportunity to work in a dynamic and supportive environment. We offer competitive compensation and a comprehensive training program to help you succeed in your role.