At Modern Woodmen of America, we have passion and purpose. We believe in what we do. And we're rewarded with excellent benefits, flexibility and friendships that last a lifetime. We are located in NW San Antonio near the hustle and bustle of the Medical Center. Modern Woodmen has been around for 140 years!
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.
In addition to helping secure our members financial futures, we are a fraternal organization that is dedicated to making an impact in local communities across the nation. Are you a team player? Do you have a service focused heart? Do you enjoy meeting new people? If so, our team could be a good fit for you!
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
Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
Qualifications:
Live in or around San Antonio, Texas
College Degree preferred.
Sales, Customer Service, Financial Advisor, Bank Teller experience a plus
No financial background required (training provided)! Just a driven attitude and willingness to learn
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.
Our Recruitment Coordinator, Erik Davila, is currently accepting applications for an Associate Financial Representative position. If you are interested in learning more about the position or Modern Woodmen, please apply to this position and we will be in contact with you soon after.