Associate Financial Representative jobs in United States
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Modern Woodmen of America · 7 hours ago

Associate Financial Representative

positionRowan County, NC
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Modern Woodmen of America is one of the nation’s largest fraternal, not for profit, benefit societies dedicated to helping families protect their futures. As an Associate Financial Representative, you will work with individuals and families to identify financial goals, create tailored financial strategies, and build long-term client relationships.

FinanceFinancial ServicesLife Insurance
Hiring Manager
Andrew McNeal, FSCP, FICF, CFFM
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Responsibilities

Work with individuals, families, and business owners to identify financial goals
Create and implement tailored financial strategies
Build long-term client relationships through trust and service
Develop a local client base through referrals, networking, and community involvement
Collaborate with professionals such as tax professionals, attorneys, and business owners
Grow within a structured development system with ongoing coaching

Qualification

Life Insurance LicenseFINRA SIESeries 6Series 65Financial strategy developmentProfessionalismRelationship buildingCoachable mindsetIntegrity

Required

Passion for helping others improve their financial lives
Strong character, integrity, and professionalism
Coachable and growth-oriented mindset
Ability to pass a background check (regulatory, criminal, and financial)
Ability to obtain or currently hold required licenses
Life Insurance License
FINRA Securities Industry Essentials (SIE)
Series 6 or Series 7
Series 65 or Series 66

Preferred

Career changers seeking ownership, growth, and purpose
Business owners or former business owners
Professionals from sales, real estate, lending, consulting, coaching, or leadership backgrounds
Individuals who enjoy building long-term relationships and being active in their community

Benefits

100% Paid medical and dental insurance
401(k) retirement plan with company match
Noncontributory Pension plan (5-year vested)
Group term life insurance
Performance-based compensation with uncapped potential
Bonuses, incentive trips, and recognition programs

Company

Modern Woodmen of America

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Modern Woodmen of America is a fraternal financial services organization.
dateFounded in 1883
location
Rock Island, Illinois, USA
people-size1001-5000 employees
web-link
https://www.modernwoodmen.org

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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Recent News

Quad City Business Journal
BIZ BYTES: Massey to retire, Lyphout named next president and CEO for Modern Woodmen of America
2022-04-27
Company data provided by crunchbase