Financial Services Associate

Overview

We are looking for a motivated individual to join our team as a Financial Services Associate. In this role, you will work alongside the Managing Partner and Senior Financial Representative to maintain existing client relationships while building your own financial practice.

The ideal candidate

• Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
• Community oriented - has a passion for giving back to the local community and developing connections.
• Communication skills - is able to develop connections and relationships through proactive conversations and prospecting.

Responsibilities

• Provide information about financial services to current and potential clients.
• Network within the community to expand client base.
• Prospect and secure appointments.
• Participate in mentor-lead appointments and engage in personal observations through the community.

Benefits and Perks

• Medical, dental and vision insurance
• 401(k) retirement planning with company match
• Group term life insurance benefits

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.

As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members unwavering support in their volunteer efforts.