Associate Financial Representative
1 week ago
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products 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.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community
In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
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. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
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.
Benefits and perks
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.
-
Financial Associate Representative
1 week ago
Kenosha, WI, United States Modern Woodmen Full timeKickstart your financial services career with an organization that makes a meaningful difference in the lives of thousands of families each year. At Modern Woodmen of America, we are dedicated to helping families achieve their financial goals and paving bright futures. About the Role As a Financial Associate Representative with Modern Woodmen of America, you...
-
Financial Associate Representative
7 days ago
Kenosha, WI, United States Modern Woodmen Full timeKickstart your financial services career with an organization that makes a meaningful difference in the lives of thousands of families each year. At Modern Woodmen of America, we are dedicated to helping families achieve their financial goals and paving bright futures. About the Role As a Financial Associate Representative with Modern Woodmen of America, you...
-
Associate Banker
3 days ago
Kenosha, WI, United States BMO Financial Group Full timeDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business...
-
Overnight Customer Service Pro
17 hours ago
Kenosha, WI, United States PLS Financial Services Full timeA leading financial services provider is looking for a Customer Service Representative in Kenosha, WI. The CSR is responsible for delivering excellent customer service, educating customers about products, and ensuring compliance with regulations. Ideal candidates should have previous customer service experience, strong communication skills, and the ability...
-
Overnight Customer Service Pro
40 minutes ago
Kenosha, WI, United States PLS Financial Services Full timeA leading financial services provider is looking for a Customer Service Representative in Kenosha, WI. The CSR is responsible for delivering excellent customer service, educating customers about products, and ensuring compliance with regulations. Ideal candidates should have previous customer service experience, strong communication skills, and the ability...
-
Customer Service Representative
2 weeks ago
Kenosha, WI, United States AmeriCash Loans Full timeAmeriCash Loans, LLC is an established, fast-growing financial institution in Illinois, Wisconsin, Missouri, and South Carolina. We are seeking an experienced Sales Associate. We are looking for an ambitious, career-minded individual with great leadership qualities. This is an entry-level position with great potential to move into management.The Sales...
-
Customer Service Representative
1 week ago
Kenosha, WI, United States AmeriCash Loans Full timeAmeriCash Loans, LLC is an established, fast-growing financial institution in Illinois, Wisconsin, Missouri, and South Carolina. We are seeking an experienced Sales Associate. We are looking for an ambitious, career-minded individual with great leadership qualities. This is an entry-level position with great potential to move into management.The Sales...
-
Client Services Representative
2 days ago
Kenosha, WI, United States Integrated Merchandising Solutions LLC Full timeWhat does a Client Services Associate do? The Client Services Associate is responsible for assisting in duties associated with order processing, item/inventory maintenance, troubleshooting/issue resolution, and managing emails from our internal and external customers. This position reports to a Manager/Supervisor. We value what makes you, you! IMS is...
-
Client Services Representative
1 week ago
Kenosha, WI, United States Integrated Merchandising Solutions LLC Full timeWhat does a Client Services Associate do? The Client Services Associate is responsible for assisting in duties associated with order processing, item/inventory maintenance, troubleshooting/issue resolution, and managing emails from our internal and external customers. This position reports to a Manager/Supervisor. We value what makes you, you! IMS is...
-
Client Services Representative
2 weeks ago
Kenosha, WI, United States Integrated Merchandising Solutions LLC Full timeWhat does a Client Services Associate do? The Client Services Associate is responsible for assisting in duties associated with order processing, item/inventory maintenance, troubleshooting/issue resolution, and managing emails from our internal and external customers. This position reports to a Manager/Supervisor. We value what makes you, you! IMS is...