What are the responsibilities and job description for the Senior Financial Representative position at Mallett Region - Modern Woodmen of America?
Benefits :
- Advanced Financial Products Access
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
About Modern Woodmen : Modern Woodmen of America (MWA for short) is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Discover Modern Woodmen's impact in Your community, follow this link : https : / / www.modernwoodmen.org / about-us / community-impact /
Follow this link to learn more about our Region : https : / / reps.modernwoodmen.org / mallett /
Meet the Heartbeat of Our Region, Our People :
Gregory D. Mallett, Regional Director / Investment Advisor Representative
Valerie Welker, Financial Representative
Bryant Brown, Managing Partner & Investment Advisor
Layton, Managing Partner & Investment Advisor
Carson Wooster, Financial Representative & Investment Advisor
Role Overview : As an Investment Representative with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement. This role is ideal for individuals with a passion for providing personalized financial solutions and building strong client relationships.
Key Responsibilities :
Provide tailored financial solutions to meet the unique needs of our members.
Conduct thorough financial assessments to understand client needs and goals.
Actively participate in community service and outreach programs.
Stay updated on industry trends, products, and regulatory changes.
Contribute to the growth and success of the local office.
Perks / Benefits : Starting income is commensurate with experience and includes exclusive training and development with financial services professionals. Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character. Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.
Qualifications :
Active Licenses / Certifications :
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.
Flexible work from home options available.
Salary : $105,700 - $167,200
