The ideal candidate will provide personalized investment solutions to help clients achieve their long-term financial goals. This includes creating financial plans and ensuring accuracy of information.
About you
Entrepreneurial mindset
Community oriented
Strong communication skills
Responsibilities
Provide information about financial services to clients
Network within the community
Prospect and secure appointments
Participate in mentor-lead appointments
Ask for customer referrals
Engage in community activities
Benefits and Perks
Extensive training program
Medical, dental and vision insurance
401(k) retirement planning with company match
Pension plan and life insurance benefits
About Us
We have been providing financial guidance and products since 1883. Our representatives help members protect their families and futures while also contributing to the community through various programs and activities.
Modern Woodmen of America is an equal opportunity employer.
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