Financial Representative

Posted 3 days ago

modern woodmen of americaEast Dublin (GA)

SENIORITY

Junior

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About the role

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
About you: Entrepreneurial mindset Community oriented Communication skills
Responsibilities: Work with current or new members to provide them information about the financial services their families could utilize Networking with individuals throughout the community Continuously prospecting in order to secure appointments Participating in mentor-lead appointments Asking customers for favorable introductions Engaging in personal observation through the community Participating in fraternal activities
Benefits and Perks: Extensive hands-on training program Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives
About Us: Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen is an equal opportunity employer.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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