FINANCIAL REPRESENTATIVE
Company: Modern Woodmen
Location: Charlotte
Posted on: October 7, 2024
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Job Description:
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.
About you Entrepreneurial mindset - approaches professional
situations with persistence, hard work, adaptability, passion, and
motivation. Community oriented - has a deep appreciation and
connection to their surroundings and a desire to help those in it
thrive and succeed. Communication skills - potential candidates are
able to develop connections and relationships through proactive,
friendly, empathetic, consistent, and respectful conversations.
Experience in the Finance and Insurance industry - for candidates
interested in a career change, MWA supports obtaining industry
licensing and additional training opportunities! Responsibilities
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. 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 Named to Forbes' list of World's Best
Insurance Companies for 2023 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. These sales help fund member
benefits and social, educational, and volunteer programs that
identify and meet local needs. As a result, members build
relationships, allowing for membership growth and greater community
impact. Our financial representatives are hometown professionals
who manage their own branch offices and build a business to not
only serve their clients, but their communities too. What Makes us
Different - Why Modern Woodmen? In terms of assets, Modern Woodmen
of America is the nation's third-largest fraternal benefit society.
Fraternalism is a unique combination of business and giving back to
the communities we serve and causes that are meaningful to both
individual employees and the company as a whole - a continuous
cycle of positive impact. 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, providing access to large networks, social events,
continuous education and leadership development, Make an Impact
Scholarship opportunities, and Do Good Grants. We want to support
and invest in YOU and the things you hold most important. 2023 MWA
Community Impact statistics
Keywords: Modern Woodmen, Huntersville , FINANCIAL REPRESENTATIVE, Accounting, Auditing , Charlotte, North Carolina
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