Financial Representative - Entry Level
About The Position
Modern Woodmen of America is a member-owned fraternal financial services organization that helps families and communities. The West Tennessee Region focuses on growing membership and improving members’ quality of life by developing financial representatives who demonstrate passion, character, integrity, and honesty. Representatives help members work toward financial security while contributing to their communities. The role involves meeting with client members to assess insurance needs and recommend suitable coverage, providing responsive customer service, building relationships through referrals and community networking, participating in ongoing training, and meeting or exceeding business development goals. Education and training begin on the first day and continue throughout the representative’s career, with hands-on workshops, mentorship, and industry resources. Flexible work-from-home options are available.
Requirements
- Have a passion for improving members’ financial lives.
- Be able to obtain or already hold an active life insurance license and the FINRA securities registrations/licenses required by the state, including SIE, Series 6 and/or 7, and Series 63 as applicable.
- Pass a background check, including satisfactory regulatory, criminal, and financial standing.
- Demonstrate integrity, character, leadership, and a team-oriented approach.
- Be results- and success-driven, trustworthy, credible, and honest.
- Enjoy building long-term relationships and helping others grow.
- Show a volunteer spirit in the community and seek opportunities for self-improvement.
Responsibilities
- Meet with client members to assess their insurance needs and recommend appropriate coverage.
- Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
- Build and maintain a network of client members through referrals, networking events, and community engagement.
- Participate in ongoing training and professional development to stay current with industry changes and enhance skills.
- Meet or exceed business development goals.
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.
- Flexible work-from-home options.
- Performance-based bonus.
- Company parties.
- Opportunity for advancement.
- Training and development.
- Vision insurance.
- Flexible schedule.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
