Financial Representative - Entry Level

West Tennessee Region - Modern Woodmen of America•Memphis, TN

5d•$97,000 - $192,000

About The Position

Launch a financial services career with the West Tennessee Region of Modern Woodmen of America, a member-owned fraternal financial services organization. The organization aims to help families achieve financial security and strengthen the communities they call home. Financial Representatives develop relationships with member clients, assess their insurance needs, recommend suitable coverage, and support them with responsive customer service. The role includes ongoing training and professional development, with hands-on workshops, mentorship from experienced professionals, and access to industry resources.

Requirements

Have a passion for improving members’ financial lives.
Obtain or already hold an active life insurance license and the applicable FINRA securities registrations or licenses, including SIE, Series 6 and/or 7, and Series 63, as required by state.
Pass a background check that includes satisfactory regulatory, criminal, and financial standing.

Nice To Haves

Demonstrate integrity and character.
Demonstrate leadership skills.
Be team-oriented and results-driven.
Have overcome adversity.
Be motivated by helping others and self-improvement.
Show a volunteer spirit in the community.
Enjoy building long-term relationships.
Be credible, trustworthy, and honest.

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.