Financial Representative - Entry Level
Lonergan Region - Modern Woodmen of America · Austin, TX, US
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About the Role
As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.
Responsibilities
- Address members’ financial needs
- Demonstrate leadership in the community
- Support the continued growth of the local office
- Recruit, train, and develop other financial representatives
Requirements
- Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
- Possessing a competitive nature
- Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand
- SIE Certification or Willingness to Quickly Obtain
- Life/Health License or Willingness to Quickly Obtain
Skills
- Leadership
- Interpersonal skills
- Community involvement
Location
- Remote
Work Type
- Flexible schedule
Salary/Compensations
- $97,000–$192,000 annually
Benefits
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Commissions and performance-based incentives
- Exclusive training/development with experienced financial services professionals
- An environment and culture of mutual support and growth
- Attainment of prestigious credentials and recognition
- Consistent opportunities for growing your income and character
- Strong benefits and retirement package
- Life insurance
- Professional development assistance
- Referral program
About the Company
- Modern Woodmen is a member-owned fraternal financial services organization.
- Founded in 1883, Modern Woodmen has over 700,000 members.
- The organization has a financial strength anchored in a robust asset base of $17.14 billion.
- Modern Woodmen focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA.
- The organization has a surplus of $2.42 billion and a solvency ratio of 116.41%.