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Modern Woodmen of America — 1883 жылы құрылған бауырластық сипаттағы қаржылық қызметтер ұйымы. Ол Америка Құрама Штаттарындағы мүшелеріне өмірді сақтандыру, аннуитеттер, инвестициялар, қаржылық жоспарлау, зейнеткерлік және мұраны жоспарлау, сондай-ақ қызметкерлерге арналған жеңілдіктер ұсынады. Акционерлерсіз жұмыс істейтін ұйым мүшелерге бағытталған қаржылық қызметтерін гранттар, жергілікті бағдарламалар және білім беру ресурстарын қамтитын қоғамдық бастамалармен ұштастырады.
Entry-Level Financial Advisor – Modern Woodmen of America, Hybrid
Guide Modern Woodmen members in evaluating insurance needs and securing suitable coverage. Develop community relationships through referrals, networking, and philanthropic involvement.
Сипаттама
- Assess client members’ insurance needs and recommend suitable coverage
- Deliver responsive customer service by handling questions and resolving issues efficiently
- Grow and sustain a client-member network through referrals, networking events, and community involvement
- Complete ongoing training and professional development to keep pace with industry changes and strengthen sales capabilities
- Achieve or surpass business development targets
- Help individuals and communities through financial services and philanthropic efforts
Талаптар
- Collaborative team player
- Enthusiastic approach
- Positive outlook
- Self-directed and proactive
- Committed to the community
- Open to coaching
- Driven to achieve goals
- Prepared to obtain a state insurance license
- College degree preferred but not required
- Prepared to secure all licenses required for the role
Артықшылықтар
- 401(k) plan
- 401(k) employer matching
- Company-sponsored events
- Dental insurance
- Flexible scheduling
- Health insurance
- Opportunities for career advancement
- Training and development
- Vision insurance
- Potential access to client-member leads
- Exclusive training and development with the supporting financial services professional
- Culture centered on mutual support and professional growth
- Opportunities to earn respected credentials and recognition
- Ongoing potential to increase income and develop professionally
- Comprehensive benefits and retirement package
- Life insurance
- Professional development support
- Referral program
- Mentorship program covering essential fundamentals for new agents
- Continuing specialized training
- Dedicated in-house administrative support
- Career advancement opportunities
- Collaboration with high-performing peers