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Modern Woodmen of America este o organizație fraternă de servicii financiare, fondată în 1883. Deservind membri din întreaga Uniune a Statelor Unite, aceasta oferă asigurări de viață, anuități, investiții, planificare financiară, planificarea pensionării și a succesiunii, precum și beneficii pentru angajați. Organizația funcționează fără acționari și combină serviciile financiare axate pe membri cu inițiative comunitare, inclusiv granturi, programe locale și resurse educaționale.
Entry-Level Financial Advisor – Modern Woodmen of America (Hybrid)
Help Modern Woodmen members evaluate insurance needs and plan for stronger financial futures. Build community relationships, support clients, and work toward business development goals.
Descriere
- Meet with member clients to evaluate insurance needs and recommend suitable coverage
- Deliver responsive customer service by answering questions and resolving concerns promptly
- Develop and sustain a client 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
Cerințe
- Collaborative team contributor
- Enthusiastic approach to the work
- Positive and constructive attitude
- Self-directed and proactive work style
- Commitment to serving the community
- Open to coaching and feedback
- Motivated by measurable goals
- Willingness to obtain a state insurance license
- College degree preferred but not required
- Willingness to secure all licenses required for the role
Beneficii
- 401(k) plan
- 401(k) matching
- Company-sponsored events
- Dental insurance
- Flexible scheduling
- Health insurance
- Opportunities for 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 growth
- Opportunities to earn prestigious credentials and recognition
- Ongoing opportunities to increase income and develop 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 in-house administrative support
- Career advancement opportunities
- Collaboration with highly productive peers
- Flexible work-from-home options