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Walker Region - Modern Woodmen of America
Financial Representative - Entry Level
Entry-Level JobVerifiedNo experience needed
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$68,234 / year median in the U.S.
+5% projected growth
Job Description
Financial Representative
- Entry Level Walker Region
- Modern Woodmen of America Jacksonville, FL Job Details Full-time $61,000
- $83,000 a year 21 hours ago Benefits Health insurance Dental insurance 401(k) Work from home Vision insurance 401(k) matching Professional development assistance Opportunities for advancement Flexible schedule Life insurance Referral program Qualifications Insurance needs analysis Financial planning Insurance products customer support Financial sales Financial services customer support Referral-based lead generation Sales referrals Client inquiry handling Client relationship development Business development Customer engagement Sales development Insurance planning Meeting or exceeding sales goals Client referrals Community relationship building Insurance sales Relationship building in financial sales Entry level
Full Job Description Benefits:
401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you someone who thrives on competition, teamwork, and achieving excellence? The Walker Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Our team is made up of motivated, service-minded leaders dedicated to making a meaningful difference in the lives of our members and communities. If you're ready to take on new challenges, grow your career, and make a lasting impact, we'd love to connect with you. At the Walker Region of Modern Woodmen of America, our mission is to enhance the quality of life for our members, their families, businesses, and the communities we serve. We achieve this by combining Modern Woodmen's trusted systems, products, services, and strong tradition of fraternalism with a commitment to teamwork, integrity, and servant leadership. With the Walker Region, you'll play a vital role in representing these values, becoming the face of Modern Woodmen in your community and helping make it a household name through genuine connection and service.About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we're here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we've been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.Role Responsibilities:
Member Consultation:
Meet with client members to assess their insurance needs and recommend appropriate coverage.Customer Service:
Provide exceptional customer service, addressing client inquiries and resolving issues promptly.Networking:
Build and maintain a network of client members through referrals, networking events, and community engagement.Training and Development:
Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.Target Achievement:
Meet or exceed business development goals.Perks/Benefits:
This is a commission-based opportunity. Earnings are based on individual production and performance. Potential to earn client member leads Exclusive training/development with the financial services professional supporting you An environment and culture of mutual support and growth Attainment of prestigious credentials and recognition Consistent opportunities for growing your income and character Strong benefits and retirement package Dental, health, and vision insurance Flexible schedule Life insurance Professional development assistance Referral programQualifications:
Team-Oriented Enthusiastic Positive attitude Self-Starter Community-Focused Coachable Goal-Driven Willingness to obtain state insurance license College degree (preferred, not required) If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Flexible work from home options available.Benefits
- 401(k) Plans
- Professional Development
- Health Insurance
- Dental Insurance