Financial Representative
📋 Role Overview & Responsibilities
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· 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
For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses!
About UsSince 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 (EOE).
Frequently Asked Questions
How do I apply for the Financial Representative position at Modern Woodmen of America? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Modern Woodmen of America without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Frisco, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud →