What are the responsibilities and job description for the Financial Services Representative Position position at Modern Woodmen of America?
About Modern Woodmen
Modern Woodmen of America is a fraternal benefit society that has been serving the community for over 140 years. Our mission is to provide financial security and peace of mind to our members, while also promoting a sense of belonging and camaraderie through our social and philanthropic activities. As a member of our team, you will be part of a dynamic and supportive organization that values collaboration, innovation, and customer satisfaction.
Job Responsibilities
Your primary responsibility will be to work with clients to understand their financial goals and objectives, and to develop personalized plans to help them achieve those goals. You will also be responsible for building relationships with current and potential clients, identifying new business opportunities, and contributing to the growth and success of the company.
Key Performance Indicators
Success in this role will be measured by your ability to meet or exceed sales targets, build strong relationships with clients, and contribute to the overall growth and profitability of the company. You will be held accountable for your performance and will receive regular feedback and coaching to ensure your continued success.
