Associate Financial Representative jobs in United States
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Modern Woodmen of America · 16 hours ago

Associate Financial Representative

Modern Woodmen of America is a fraternal financial services organization that positively impacts families and communities. They are seeking an Associate Financial Representative to help individuals achieve their financial goals through tailored financial plans and guidance.

FinanceFinancial ServicesLife Insurance
Hiring Manager
Lucky Chatkara
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Responsibilities

Provide financial guidance and products to help members protect their families and their futures
Help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs
Build and strengthen relationships, allowing for membership growth and greater community impact

Qualification

Life insurance licenseFINRA securities registrationSeries 6 licenseSeries 7 licenseSeries 63 licenseResults drivenCharacterLeadership skillsTeam-orientedIntegrityBuilding relationships

Required

Passion for bettering members' financial lives
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing

Preferred

Show integrity and character
Demonstrate leadership skills
Team-oriented
Focus on results/success driven
Can or have overcome adversity
Grow by helping others
Show volunteer spirit in the community
Look for self-improvement opportunities
Enjoy building long-term relationships
Credible, trustworthy and honest

Benefits

Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.

Company

Modern Woodmen of America

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Modern Woodmen of America is a fraternal financial services organization.

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Lyphout
President and Chief Executive Officer
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Todd Swanson
Chief Financial Officer
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Company data provided by crunchbase