Financial Services Representative

4 weeks ago

Venice, United States Modern Woodmen of America Full time

READ THE ENTIRE DESCRIPTION BEFORE APPLYING


The ideal candidate we make an offer to join our team will engage in the community and their natural market to qualify and obtain clients. You will deliver personalized investment and insurance solutions to help clients work toward their short-term and long-term financial goals. Helping your clients create financial plans and cross-checking work to ensure complete accuracy of information with your clients. We will coach and mentor you on how to build a financial practice organically through community involvement and relationships, so it benefits you the most long-term, versus cold calling with uncertainty. Everyone we consider for interviewing, is required to complete our career profile within 48 hours of applying, which we'll send by email. Hiring the right individuals is very important to us. We will not just hire anybody with a pulse. We believe in loyalty, integrity, positive attitude, teamwork, and commitment. Keep in mind, this is a performance-based career. Compensation includes a draw program, advanced commissions, Business Development Allowance Bonus, Monthly Incentive Bonus, Business Builder Bonus, renewals and residual income on all business with clients.


Our core values are loyalty, integrity, positive attitude, teamwork, and commitment. The candidate we're looking for will resemble these characteristics.


Visit our career site to learn more.

www.mwacareers.org


Characteristics we look for in our candidates:

  • Entrepreneurial mindset
  • Confidence and tenacious
  • Community oriented
  • Hungry for growth and success
  • Communication skills
  • Coachable
  • Positive Attitude
  • No fear to objection or rejection


Your Responsibilities:

  • Work with new clients to educate and provide information to help them plan for a more secure financial future.
  • Networking in the community - BNI, Chambers, Community Events.
  • Continuous prospecting to secure new appointments.
  • Gathering referrals through favorable introductions.
  • Participating in fraternal activities.
  • Continuous learning of the business - products, cases, prospecting.


Benefits and Perks:

  • Medical, dental and life Insurance - Company pays 100% premiums
  • Long term Disability Income Insurance
  • Vision Insurance
  • HSA
  • 401(k) with company match.
  • Non-contributory pension plan.
  • Expense-paid trips, valuable prizes, and exciting incentives


About Us

Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are hometown professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

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