Financial Representative

  • Sallisaw
  • Modern Woodmen Of America
The ideal candidate must reside in the state of Oklahoma.<br><br>They 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.<br><br><strong>About you</strong><br><ul><li>Entrepreneurial mindset</li><li>Community oriented</li><li>Communication skills</li></ul><br><strong>Responsibilities</strong><br><ul><li>Work with current or new members to provide them information about the financial services their families could utilize</li><li>Networking with individuals throughout the community</li><li>Continuously prospecting in order to secure appointments</li><li>Participating in mentor-lead appointments</li><li>Asking customers for favorable introductions</li><li>Engaging in personal observation through the community</li><li>Participating in fraternal activities</li></ul><br><strong>Benefits and Perks</strong><br><ul><li>Extensive, hands-on training program</li><li>Medical, dental and vision Insurance paid for</li><li>401(k) retirement planning with company match</li><li>Non-contributory pension plan</li><li>Group term life insurance benefits</li><li>Expense-paid trips, valuable prizes, and exciting incentives</li></ul><br><strong>About Us</strong><br><br>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.<br><br>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.<br><br>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.<br><br>Modern Woodmen is an equal opportunity employer.