Search jobs > Phoenix, AZ > Financial representative

Associate Financial Representative

Modern Woodmen of America
Phoenix, AZ, United States
Full-time

Overview

The Modern Woodmen Phoenix Office is seeking a motivated and driven individual to join our team as an Associate Financial Representative.

This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative.

The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice.

The ideal candidate

Entrepreneurial mindset approaches professional situations with persistence, hard work, adaptability, passion, and motivation.

Community oriented has a passion for giving back to the local community and developing connections.

Communication skills is able to develop connections and relationships through proactive conversations and prospecting.

Experience in the Finance and Insurance industry for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities!

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.

Engage in continuous educational opportunities.

Benefits and Perks

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

Named to Forbes’ list of World’s Best Insurance Companies for 2023

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.

As a result, members 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.

What Makes us Different Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society.

Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.

As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education, and leadership development, Make an Impact Scholarship opportunities, and Do Good Grants.

We want to support and invest in YOU and the things you hold most important.

2023 MWA Community Impact statistics

  • Approximately 2,200 local chapters and 500 youth service clubs nationwide
  • $46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
  • 250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
  • $18.2 million in support of members and their communities in 2023.

Modern Woodmen is an equal opportunity employer (EOE).

30+ days ago
Related jobs
Promoted
Modern Woodmen of America
Phoenix, Arizona

Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. Our representatives provide financial products to help members protect their families and their futures. Our fin...

LPL Financial
Tempe, Arizona

The advisor will help individuals examine their immediate and long term investment needs, and help design solutions that best meet their individual financial goals. Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities. Support oth...

Modern Woodmen of America
Phoenix, Arizona

Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. Our representatives provide financial products to help members protect their families and their futures. Our fin...

Promoted
Heartland Financial USA Inc
Chandler, Arizona

The Wealth Advisor serves as a trusted advisor to high net worth clients and businesses with a primary focus on building and growing wealth management relationships. A successful Wealth Advisor is able leverage their experience in planning and investments with the resources of HTLF Wealth Management...

Promoted
Ivy Exec
Phoenix, Arizona

Accountant, Accounting Clerk, Accounts Payable Specialist, Accounts Payable Administrator, Accounts Payable Manager, Billing and Collections Analyst, Billing and Collections Coordinator, Billing and Collections Manager, Bookkeeper, Chief Financial Officer, Controller, Comptroller, Credit Analyst, Fi...

Promoted
Victory Financial Services
Phoenix, Arizona

Job Description: We are seeking a motivated and dedicated individual to join our team as a Life Insurance Sales Representative. The successful candidate will have a strong desire to help clients make informed decisions about their financial future, primarily through the sale of life insurance polici...

Promoted
Momentum Financial Services Group
Mesa, Arizona

As a Financial Service Representative, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. Momentum Financial Services Group is a top financial services provider in North America...

Promoted
Medallion Insurance Company
Chandler, Arizona

Close sales and achieve monthly and annual sales targets while collaborating with the team to reach agency sales goals. As a Bilingual Insurance Sales Representative, you will play a crucial role in expanding our Hispanic customer base and delivering exceptional service to clients. Achieve sales goa...

Promoted
Caring.com
Phoenix, Arizona

The Inside Sales plays a crucial role in assisting families with finding suitable senior living options. The Inside Sales' focus is on guiding families through a challenging process, addressing concerns, and ensuring a seamless, empathetic, and supportive experience. As an Inside Sales at Caring...

Promoted
Russell Tobin
Tempe, Arizona

Experience in a fast paced, customer-oriented environment, such as call center operations, administrative support, customer service, retail, hospitality, staffing, recruiting, human resources or other related field. Over-achiever success in customer obsession, learning fast, problem solving, and col...