Financial Representative

Modern Woodmen

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.

No. of Vacancies
Specific Skills
  • Entrepreneurial mindset
  • Community oriented
  • Communication skills
Responsible For
  • 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
Job Nature
Full Time
Experience Requirements
Job Location
$36k-100k per year
Other Benefits
  • Extensive, hands-on training program
  • Medical, dental and vision Insurance paid for
  • 401(k) retirement planning with company match
  • Expense-paid trips, valuable prizes, and exciting incentives
Job Level
Sr. Position

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