What are the responsibilities and job description for the Financial Representative position at Modern Woodmen of America?
Company Description
Modern Woodmen of America is a fraternal benefit society, owned and operated by its members. We offer a blend of financial services, member benefits, and community impact initiatives. Since 1883, Modern Woodmen has provided financial security through life insurance, retirement planning, and financial services. We also foster quality family life through member benefits and local fraternal activities. Our 1,000 representatives currently serve nearly 700,000 members nationwide, supporting community improvement through local volunteer projects.
Role Description
This is a full-time role for a Financial Representative, located in Kansas City, MO. The Financial Representative will be responsible for providing financial planning, life insurance solutions, and retirement planning services to clients. Their day-to-day tasks include building and maintaining client relationships, analyzing financial information, recommending financial strategies, and meeting with clients to discuss their financial goals.
Qualifications
- Strong understanding of financial planning, retirement planning, and life insurance solutions
- Ability to build and maintain client relationships
- Excellent communication and interpersonal skills
- Proficiency in financial analysis and planning
- Must be self-motivated with strong organizational and time management skills
- Bachelor's degree in Finance, Accounting, Business, or related field preferred
- Relevant certifications such as CFP or similar are a plus
