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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)
Help Modern Woodmen members evaluate insurance needs and plan for their financial futures. Develop community relationships, support clients, and pursue business growth goals.
Сипаттама
- Assess client members’ insurance needs and recommend suitable coverage.
- Deliver responsive customer service by answering questions and resolving issues.
- Grow and manage a client-member network through referrals, networking, and community involvement.
- Complete ongoing training and professional development to strengthen industry knowledge and sales capabilities.
- Achieve or surpass business development targets.
Талаптар
- Collaborative and team-oriented approach.
- Enthusiastic attitude.
- Positive outlook.
- Self-directed and proactive work style.
- Commitment to serving the community.
- Receptive to coaching and feedback.
- Motivated by measurable goals.
- Willingness to obtain a state insurance license.
- College degree preferred but not required.
- Willingness to secure the licenses required for the role.
Артықшылықтар
- 401(k) plan.
- 401(k) matching contributions.
- Company-sponsored events.
- Dental insurance.
- Flexible scheduling.
- Health insurance.
- Opportunities for career advancement.
- Training and development programs.
- Vision insurance.
- Potential access to client-member leads.
- Specialized training and development with the financial services professional supporting you.
- A culture centered on mutual support and professional growth.
- Opportunities to earn recognized credentials and receive professional recognition.
- Ongoing opportunities to grow income and personal character.
- Comprehensive benefits and retirement package.
- Life insurance.
- Professional development assistance.
- Referral program.
- Mentorship program covering essential fundamentals for new agents.
- Continuing specialized training.
- Dedicated internal administrative support.
- Career advancement opportunities.
- Collaboration with highly productive colleagues.
- Flexible work-from-home options.