job-area: Business

Financial Representative

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

About you:
– Entrepreneurial mindset
– Community oriented
– Communication skills

– Work with current or new members to provide them information about the financial services their families could utilize
– Networking with individuals throughout the community
– Continuously prospecting in order to secure appointments
– Participating in mentor-lead appointments
– Asking customers for favorable introductions
– Engaging in personal observation through the community
– Participating in fraternal activities

Benefits and Perks:
– Extensive, hands-on training program
– Medical, dental and vision Insurance paid for
– 401(k) retirement planning with company match
– Non-contributory pension plan
– Group term life insurance benefits
– Expense-paid trips, valuable prizes, and exciting incentives

Modern Woodmen is an equal opportunity employer.