What are the responsibilities and job description for the Financial Planner - Community Outreach position at Modern Woodmen of America?
Company Overview
Modern Woodmen of America has been a leader in securing futures with financial guidance and products since 1883. Our focus on helping people plan for their financial futures while building lasting relationships and making an impact in our local community is at the heart of our organization.
Job Description
As a financial representative, you will meet with clients to map their financial futures by providing guidance and recommendations through state-of-the-art tools. This role involves working closely with clients to understand their financial goals and develop personalized plans to achieve them.
Required Skills and Qualifications
To be successful in this role, you will need excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. You should also have a strong understanding of personal finance and be able to provide guidance and recommendations to clients.
Benefits
We offer a comprehensive benefits package, including health insurance and a retirement plan. In addition, you will have access to ongoing training and development opportunities to help you succeed in your role.
Others
This role offers a unique opportunity to make a real difference in people's lives while building a successful career. If you are passionate about helping others and have a strong commitment to customer service, we encourage you to apply.
Modern Woodmen of America has been a leader in securing futures with financial guidance and products since 1883. Our focus on helping people plan for their financial futures while building lasting relationships and making an impact in our local community is at the heart of our organization.
Job Description
As a financial representative, you will meet with clients to map their financial futures by providing guidance and recommendations through state-of-the-art tools. This role involves working closely with clients to understand their financial goals and develop personalized plans to achieve them.
Required Skills and Qualifications
To be successful in this role, you will need excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. You should also have a strong understanding of personal finance and be able to provide guidance and recommendations to clients.
Benefits
We offer a comprehensive benefits package, including health insurance and a retirement plan. In addition, you will have access to ongoing training and development opportunities to help you succeed in your role.
Others
This role offers a unique opportunity to make a real difference in people's lives while building a successful career. If you are passionate about helping others and have a strong commitment to customer service, we encourage you to apply.
