Search jobs > Alpharetta, GA > Financial representative
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
- Extensive hands-on 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 is an equal opportunity employer.
Financial Representative
Our representatives provide financial products to help members protect their families and their futures. 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. The ideal candidate...
Real Time Analyst - Lead Workforce Management Representative
Real Time Analyst - Lead Workforce Management Representative. The Lead Contact Center Process Improvement Representative is on the intraday command center team. Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal man...
Account Representative I
As an Account Representative I at Guidant Financial, your primary focus will be providing unwavering support to small business owners who utilize our 401(k) plan administration services. For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of...
Customer Service Representative
Job Title: Customer Service Representative (Banking) Job Overview: We are seeking a dedicated and customer-focused individual to join our team as a Customer Service Representative in our banking department. Proven experience in customer service, preferably in a banking or financial services environm...
Financial Representative - Sugarloaf, GA
As business owners, Financial Representatives at Northwestern Mutual. As a Financial Representative, you have the opportunity to:. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfull...
Customer Service Representative (Sr Loan Consultant)
At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vi...
Senior Sales Representative
The Senior Sales Representative role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a remote schedule, and amazing benefits. You'll be a quota-carrying team member, specifically working w/ financial services and specialty industries...
Financial Services Representative – State Farm Agent Team Member
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. Enthusiast...
Financial Services Representative - SIE (Alpharetta, GA)
Financial Services Representative - SIE (Alpharetta, GA). Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you...
Personal Financial Representative
Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Would you like to own a meaningful financial services pract...