What are the responsibilities and job description for the Financial Counselor-Evening Shift position at Modern Woodmen of America?
Job Description
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Key Responsibilities:
- Create detailed financial plans for clients.
- Cross-check work to ensure complete accuracy of information.
Community Involvement
Our representatives work with current and new members to provide them with information about the financial services their families could utilize.
They engage in personal observation through the community, building relationships that allow for membership growth and greater community impact.
Benefits
We offer a comprehensive benefits package, including:
- Medical, dental, and vision insurance paid for.
- 401(k) retirement planning with company match.
- A non-contributory pension plan.
About Us
Since 1883, we've been focused on securing futures with financial guidance and products. Our mission is to provide financial products that help members protect their families and their futures.
Our sales efforts support member benefits and social, educational, and volunteer programs that identify and meet local needs.
Career Opportunities
As a financial representative, you'll manage your own branch office and build a business to serve not only your clients but also your community.
You'll have the opportunity to develop a strong understanding of our financial products and services, as well as our company's history and mission.
