Financial Services Associate

Company:  Modern Woodmen
Location: North Port
Closing Date: 08/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

About the role

We are seeking a Financial Services Associate to join our team at Modern Woodmen of America. In this role, you will work with individuals from diverse backgrounds to help them achieve their financial goals. This will involve creating customized financial plans, providing ongoing support, and offering the necessary tools to help members reach their objectives.

About Modern Woodmen of America

  • Modern Woodmen of America is a leading fraternal benefit society with over $17 billion in assets. Our representatives provide financial guidance and products to help members protect their families and futures. Additionally, our products fund member programs that enrich lives and meet local needs, and our programs strengthen relationships and drive community impact.

About you

  • We are looking for individuals who demonstrate integrity, leadership, and a team-oriented mindset. You should be results-driven, have a passion for helping others, and exhibit a strong volunteer spirit in the community. Additionally, we value individuals who are eager for self-improvement, enjoy building long-term relationships, and are trustworthy and honest.

Education and training

Our education and training programs are designed to support your success from day one. Whether you have prior experience in financial services or are new to the field, you will receive comprehensive support through workshops, mentorship, and access to industry resources to help you excel in your role.

Qualifications

  • We require a passion for improving members' financial lives and the ability to obtain or currently hold an active life insurance license, FINRA securities registration, Series 6 and/or 7 license, and Series 63 license as required by the state. Additionally, candidates must pass a background check that includes satisfactory regulatory, criminal, and financial standing.

Benefits and perks

  • We offer paid medical and dental insurance, a 401(k) retirement plan with company match, a noncontributory pension plan, group term life insurance, and various incentives such as expense-paid trips and bonuses. Modern Woodmen is an equal opportunity employer, dedicated to providing a supportive and inclusive work environment.
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