Demo

Financial Planner

Modern Woodmen
Rome, GA Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/8/2025

The ideal candidate will provide personalized investment solutions to help clients achieve their long-term financial goals. This includes creating financial plans and ensuring accuracy of information.

About you

  • Entrepreneurial mindset
  • Community oriented
  • Strong communication skills

Responsibilities

  • Provide information about financial services to clients
  • Network within the community
  • Prospect and secure appointments
  • Participate in mentor-lead appointments
  • Ask for customer referrals
  • Engage in community activities
  • Benefits and Perks

  • Extensive training program
  • Medical, dental and vision insurance
  • 401(k) retirement planning with company match
  • Pension plan and life insurance benefits
  • About Us

    We have been providing financial guidance and products since 1883. Our representatives help members protect their families and futures while also contributing to the community through various programs and activities.

    Modern Woodmen of America is an equal opportunity employer.

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