Financial Representative - Entry Level

West Tennessee Region - Modern Woodmen of America
Jackson, Tennessee, United States
Full Time
Remote
Trainee
USD 97,000 – 192,000
Finance & Accounting Financial Services Insurance

Posted 3 weeks ago

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Excellent 4.7

Job summary

Entry-level role in financial services focusing on client consultation, customer service, networking, training, and meeting business goals. Requires communication skills, integrity, and a passion for helping members secure their financial future.

Responsibilities

The Financial Representative will meet with members to assess insurance needs and recommend appropriate coverage. They are also responsible for building a professional network and meeting business development goals.

Qualifications

Communication Customer Service Financial Planning Insurance Needs Analysis Networking Professional Development Relationship Building Sales Training and Development

Candidates must possess a passion for financial wellness and the ability to obtain necessary state licenses, including life insurance and FINRA securities registrations. A background check covering regulatory, criminal, and financial standing is required.

English

Benefits

  • 401(k)
  • 401(k) matching
  • Bonus
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Training & development
  • Vision insurance
  • Pension plan
  • Group term life insurance

Company

West Tennessee Region - Modern Woodmen of America

West Tennessee Region - Modern Woodmen of America

linkedin
Financial Services
Location
Jackson, Tennessee, United States

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Excellent 4.7
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