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3 Financial Representative Jobs in Orem, UT

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Modern Woodmen of America
Orem, UT | Full Time
$103k-120k (estimate)
10 Months Ago
Modern Woodmen of America
Orem, UT | Full Time
$40k-49k (estimate)
3 Weeks Ago
D l evans bank
Orem, UT | Full Time
$31k-38k (estimate)
2 Weeks Ago
Financial Representative
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$103k-120k (estimate)
Full Time | Insurance 10 Months Ago
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Modern Woodmen of America is Hiring a Financial Representative Near Orem, UT

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

About you

· Entrepreneurial mindset

· Community oriented

· Communication skills

Responsibilities

· Work with current or new members to provide them information about the financial services their families could utilize

· Networking with individuals throughout the community

· Continuously prospecting in order to secure appointments

· Participating in mentor-lead appointments

· Asking customers for favorable introductions

· Engaging in personal observation through the community

· Participating in fraternal activities

Benefits and Perks

· Medical, dental and vision Insurance paid for

· 401(k) retirement planning with company match

· Non-contributory pension plan

· Group term life insurance benefits

· Expense-paid trips, valuable prizes, and exciting incentives

For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses! (Securities Industry Essential, Series 6, Series 63, Series 7, Series 66, Series 65)

About Us

Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.

Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

Modern Woodmen is an equal opportunity employer (EOE).

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$103k-120k (estimate)

POST DATE

08/28/2023

EXPIRATION DATE

09/10/2023

HEADQUARTERS

SABINA, OH

SIZE

200 - 500

FOUNDED

2011

CEO

JEREMY YANKEY

REVENUE

$1B - $3B

INDUSTRY

Insurance

Show more

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The job skills required for Financial Representative include Communication Skills, Financial Services, Financial Services Industry, Futures, Investments, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.

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