Financial Representative Associate

Overview

We are looking for a motivated individual to join our team as a Financial Representative Associate. This role involves partnering with a respected local business and working alongside the Managing Partner and Senior Financial Representative.

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.
• Experience in the Finance and Insurance industry - for candidates interested in a career change, we support obtaining industry licensing and additional training opportunities!

Responsibilities

• Provide information about financial services to members.
• Network with individuals throughout the community.
• Prospect to secure appointments.
• Participate in mentor-lead appointments.
• Engage in personal observation through the community.
• Participate in fraternal activities.

Benefits and Perks

• 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

About Us

Modern Woodmen of America is the nation's third-largest fraternal benefit society, focused on securing futures with financial guidance and products. Our financial representatives manage their own branch offices, serving their clients and communities. We offer support in volunteer efforts, access to networks, and scholarships.