Financial Representative Position Available In Forsyth, Georgia
Tallo's Job Summary: The Financial Representative role involves delivering personalized investment solutions to help clients achieve their long-term financial goals. Responsibilities include providing information on financial services, networking, prospecting, and engaging in community activities. Benefits include extensive training, insurance, retirement planning, and incentives. Modern Woodmen of America, an equal opportunity employer, has been providing financial guidance and products since 1883 to secure futures and support communities.
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 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 Hands-on, extensive training program 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 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. 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 of America is an equal opportunity employer.