Financial Representative
📋 Role Overview & Responsibilities
Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits.
Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too.
About youEntrepreneurial mindsetCommunity orientedCommunication skills
ResponsibilitiesWork with current or new members to provide them information about the financial services their families could utilizeNetworking with individuals throughout the communityContinuously prospecting in order to secure appointmentsParticipating in mentor-lead appointmentsAsking customers for favorable introductionsEngaging in personal observation through the communityParticipating in fraternal activities
What Modern Woodmen offersBeyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes:Company-paid pension planMatching 401(k) PlanMedical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents’ premiums.Group Term Life Insurance
Modern Woodmen is an equal-opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees.
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 Charlotte, NC with potential relocation and sponsorship assistance depending on candidate qualifications.
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