What are the responsibilities and job description for the Financial Representative position at Modern Woodmen of America?
Company Description
Modern Woodmen of America is a fraternal benefit society that offers financial security through life insurance, retirement planning, and financial services. They also foster quality family life through member benefits and local fraternal activities, and support community improvement through volunteer projects. Established in 1883, the organization currently serves nearly 700,000 members and their hometowns nationwide.
Role Description
This is a full-time hybrid role for a Financial Representative located in Pueblo West, CO, with the option for some remote work. The Financial Representative will be responsible for financial planning, insurance offerings, retirement planning, and investments for members of Modern Woodmen of America. Sales experience a plus. Will train and license the right candidates with desire to achieve success. Experienced and entry level candidates are encouraged to apply.
Qualifications
- Financial Planning, Retirement Planning, and Investments skills
- Insurance knowledge and experience a plus
- Strong understanding of financial products and services
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Willing to obtain relevant certifications or licenses, such as Series 6 (or 7), 65 or 66, 63, SIE, Life Licenses in specified time frame
