ASSOCIATE FINANCIAL REPRESENTATIVE
Company: Modern Woodmen of America
Location: Ephrata
Posted on: September 28, 2024
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Job Description:
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 - approaches professional
situations with persistence, hard work, adaptability, passion, and
motivation. Community oriented - has a deep appreciation and
connection to their surroundings and a desire to help those in it
thrive and succeed. Communication skills - potential candidates are
able to develop connections and relationships through proactive,
friendly, empathetic, consistent, and respectful conversations.
Experience in the Finance and Insurance industry - for candidates
interested in a career change, MWA supports obtaining industry
licensing and additional training opportunities! 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 About Us Named to Forbes' list of World's Best
Insurance Companies for 2023
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. As a result,
members 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. What Makes us Different -
Why Modern Woodmen? In terms of assets, Modern Woodmen of America
is the nation's third-largest fraternal benefit society.
Fraternalism is a unique combination of business and giving back to
the communities we serve and causes that are meaningful to both
individual employees and the company as a whole - a continuous
cycle of positive impact.
As a Fraternal organization, we exemplify our desire to make a
positive impact on the world around us by offering our members,
unwavering support in their volunteer efforts, providing access to
large networks, social events, continuous education and leadership
development, "Make an Impact" Scholarship opportunities, and "Do
Good" Grants. We want to support and invest in YOU and the things
you hold most important. 2023 MWA Community Impact statistics
Modern Woodmen is an equal opportunity employer (EOE).
Keywords: Modern Woodmen of America, Harrisburg , ASSOCIATE FINANCIAL REPRESENTATIVE, Accounting, Auditing , Ephrata, Pennsylvania
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