What are the responsibilities and job description for the Financial Planning Specialist position at Modern Woodmen of America?
Company Overview
Modern Woodmen of America has been a trusted partner in securing futures with financial guidance and products since 1883. Our representatives provide financial services to help members protect their families and their futures.
Our Mission
We strive to deliver exceptional value to our members by providing personalized investment solutions, community-oriented services, and comprehensive training programs. Our goal is to empower individuals to achieve their long-term financial goals and build strong relationships within their communities.
Job Description
As a Financial Counselor-Evening Shift, you will work closely with current or new members to provide them with information about the financial services their families could utilize. You will engage in personal observation through the community, network with individuals, and collaborate with colleagues to ensure complete accuracy of information. Your expertise will be instrumental in delivering personalized investment solutions that help clients work toward their long-term financial objectives.
Required Skills and Qualifications
To succeed in this role, you should be comfortable creating financial plans, have excellent communication skills, and be able to work independently in a fast-paced environment. You must also be willing to participate in extensive hands-on training programs to enhance your knowledge and skills.
Benefits
As a valued member of our team, you will enjoy a comprehensive benefits package, including medical, dental, and vision insurance paid for, 401(k) retirement planning with company match, and a non-contributory pension plan. These benefits demonstrate our commitment to supporting your overall well-being and helping you achieve your long-term financial goals.
Community Impact
By working with Modern Woodmen of America, you will have the opportunity to make a meaningful impact on your community. Our representatives are 'hometown' professionals who manage their own branch offices and build a business to serve not only their clients but also their communities.
Modern Woodmen of America has been a trusted partner in securing futures with financial guidance and products since 1883. Our representatives provide financial services to help members protect their families and their futures.
Our Mission
We strive to deliver exceptional value to our members by providing personalized investment solutions, community-oriented services, and comprehensive training programs. Our goal is to empower individuals to achieve their long-term financial goals and build strong relationships within their communities.
Job Description
As a Financial Counselor-Evening Shift, you will work closely with current or new members to provide them with information about the financial services their families could utilize. You will engage in personal observation through the community, network with individuals, and collaborate with colleagues to ensure complete accuracy of information. Your expertise will be instrumental in delivering personalized investment solutions that help clients work toward their long-term financial objectives.
Required Skills and Qualifications
To succeed in this role, you should be comfortable creating financial plans, have excellent communication skills, and be able to work independently in a fast-paced environment. You must also be willing to participate in extensive hands-on training programs to enhance your knowledge and skills.
Benefits
As a valued member of our team, you will enjoy a comprehensive benefits package, including medical, dental, and vision insurance paid for, 401(k) retirement planning with company match, and a non-contributory pension plan. These benefits demonstrate our commitment to supporting your overall well-being and helping you achieve your long-term financial goals.
Community Impact
By working with Modern Woodmen of America, you will have the opportunity to make a meaningful impact on your community. Our representatives are 'hometown' professionals who manage their own branch offices and build a business to serve not only their clients but also their communities.
