What are the responsibilities and job description for the Personal Finance Specialist - Part-Time Opportunity position at Modern Woodmen of America?
As a financial representative with Modern Woodmen of America, you'll have the opportunity to make a meaningful difference in people's lives by helping them achieve their financial goals.
We're a company built on values and principles, with a long history of serving our community through various initiatives, including fundraising events and volunteer work.
Your key responsibilities will include:
- Working closely with clients to understand their financial situations and develop tailored plans
- Providing expert guidance and support to clients throughout the planning process
- Maintaining accurate records and reporting on client progress
- Participating in community events and promoting our financial products and services
We offer a dynamic work environment, flexible scheduling, and ongoing training and professional development opportunities to help you grow in your career.
Our benefits package includes comprehensive health insurance and a retirement plan, ensuring you're well taken care of both now and in the future.
