FINANCIAL REPRESENTATIVE

Company: Modern Woodmen
Location: Sugar Land
Posted on: November 11, 2024

Job Description:

About the role We are seeking a dedicated financial representative to help individuals achieve their financial goals. The ideal candidate will create and execute tailored financial plans to support our members. As a financial representative, you will be responsible for providing the necessary financial tools and support to help our members reach their goals. About the company We are one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Our representatives provide financial guidance and products to help members protect their families and their futures. About you

• Show integrity and character
• Demonstrate leadership skills
• Team-oriented
• Focus on results/success driven
• Grow by helping others
• Show volunteer spirit in the community
• Look for self-improvement opportunities Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications
  • Passion for bettering members' financial lives
  • Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials -/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state
  • Ability to pass a background check Benefits and perks
    • Paid medical and dental insurance
    • 401(k) retirement plan with company match
    • Noncontributory pension plan
    • Group term life insurance
    • Expense-paid trips, bonuses and other incentives Modern Woodmen is an equal opportunity employer

Keywords: Modern Woodmen, Houston , FINANCIAL REPRESENTATIVE, Accounting, Auditing , Sugar Land, Texas