Financial Representative

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 1,001-5,000

Location

United States

Posted

17 days ago

Salary

Not specified

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

Launch Your Career in Financial Services with Foote Region – Modern Woodmen of America! A Career Opportunity for Upcoming & Recent Graduates!

  • Start your career in a role where your education, people skills, and desire to make a difference truly matter.
  • Build Real Client Relationships from the Start: Work directly with clients early in your career, helping individuals and families navigate important financial decisions.
  • Make a Meaningful Impact Early in Your Career: Assist clients in planning for major life milestones like education, healthcare expenses, or retirement.
  • Grow as You Learn: Structured training, licensing support, and ongoing mentorship to develop skills and confidence.
  • A Long-Term Career with Unlimited Potential: Growth driven by effort and ambition, with opportunities for leadership development and professional advancement.

Qualifications

  • Team-Oriented
  • Enthusiastic
  • Positive Attitude
  • Self-Starter
  • Community-Focused
  • Coachable
  • Athletic Background (bonus)
  • Military Background (bonus)
  • Goal-Driven
  • Willingness to Obtain State Insurance License

Requirements

  • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
  • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
  • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
  • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance skills.

Benefits

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Competitive compensation range
  • Opportunity for personal and professional growth
  • Fraternal programs and activities to enhance quality family life
  • Involvement in local volunteer projects and community impact
  • Supportive and open communication culture
  • Target Achievement: Meet or exceed business development goals

Job Requirements

  • Team-Oriented
  • Enthusiastic
  • Positive Attitude
  • Self-Starter
  • Community-Focused
  • Coachable
  • Athletic Background (bonus)
  • Military Background (bonus)
  • Goal-Driven
  • Willingness to Obtain State Insurance License
  • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
  • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
  • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
  • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance skills.

Benefits

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Competitive compensation range
  • Opportunity for personal and professional growth
  • Fraternal programs and activities to enhance quality family life
  • Involvement in local volunteer projects and community impact
  • Supportive and open communication culture
  • Target Achievement: Meet or exceed business development goals

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