Financial Services Representative

Employer Name: 
Modern Woodmen America
Major/Industry: 
Job Type: 
Description: 

About the job

Job description

Please note***

If you are not local to the Greensboro, Winston Salem NC area, please do not apply. This position requires heavy prospecting and if you are not local, this will be difficult to accomplish.

The ideal candidate will deliver personalized solutions to help clients work to achieve their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.


Responsibilities

  • Collecting pertinent client information to provide options that align with client's financial needs and goals
  • Networking with individuals throughout your community
  • Setting appointments with potential clients
  • Asking customers for favorable introductions
  • Participating in fraternal activities
  • Engaging in personal observation through the community

About You

  • Entrepreneurial mindset
  • Communication and organizational skills
  • Community oriented

Benefits

  • Medical, dental and vision insurance paid for
  • 401(k) retirement planning with company match
  • Pension
  • Group term life insurance benefits
  • Expense-paid trips, bonuses

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