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Financial Representative with Business Development Focus

Financial Representative with Business Development Focus

Glosson Region - Modern Woodmen of AmericaBartow, FL, US
19 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Transition Your Business Development Skills into a Career in Financial Services with Glosson Region Modern Woodmen of America!

    Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, P&C, logistics, real estate, telecom / IT, industrial equipment, or media.

    • Leverage Your Client-Facing Expertise : Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
    • Build Meaningful Relationships : Just as youve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
    • See the Impact of Your Work : In business development, youve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
    • Unlock Unlimited Earning Potential : A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.
    • Meet Our Local Leaders :

      Jarrett Glosson, Regional Director :

    • Year Started with MWA : March of 2007
    • Prior to MWA : Jarrett worked in media sales for Charter Media (now Spectrum), focusing on B2B and selling airtime.
    • Passionate About : Outside of business, Jarrett is dedicated to his church and enjoys spending time with his wife, Autumn (married for 22 years), and their dog, Benson (a miniature Bernedoodle). He loves to travel, having visited 16 countries, with Italy being his favorite. Jarrett also has a strong passion for self-development and is a fan of the Tennessee Titans.
    • Christopher Schults, Financial Representative :

    • Year Started with MWA : February of 2016
    • Prior to MWA : Chris previously ran his own cabinet business and was a volunteer firefighter.
    • Passionate About : Chris is deeply involved with his church and enjoys spending time with his wife, Alicia, and their three daughters. He combines his love for golf with fraternal work to give back to his community. Chris is a Tampa Bay Buccaneers fan and enjoys working out. Born and raised in Florida, he values his family and community.
    • Lenny Cannova, Financial Representative :

    • Year Started with MWA : February of 2014
    • Prior to MWA : Lenny was a pizza shop owner before deciding to transition into the Modern Woodmen role.
    • Passionate About : Lenny enjoys spending time with his wife, Lynn, their two daughters, and their grandchildren. He is passionate about golf, boating, and working on motorized projects such as motorcycles, ATVs, and jet skis. Lenny is a member of a boat club and loves spending time on the water. He is also a Chicago Bears fan.
    • Kristina Ribali, Managing Partner :

    • Year Started with MWA : March of 2020
    • Prior to MWA : Kristina worked in non-profit and donor relations before joining Modern Woodmen.
    • Passionate About : Kristina and her husband, JD, were instrumental in starting a campus of their church and are passionate about serving their community. They are dedicated to helping children through JDs BizKidz program, which provides coaching and opportunities for kids to sell products and compete for cash prizes. Kristina loves to mentor the children involved in these events.
    • Our thriving offices are located across several locations :

    • The Regional Office can be found at 8981 Daniels Center Dr. Ste 210, Fort Myers, FL 33912.
    • Our Naples Office is located at Ste 302, 3435 10th St N, Naples, FL 34103.
    • The Punta Gorda Office is at Unit 116, 265 E Marion Ave, Punta Gorda, FL 33950.
    • Our Cape Coral Office is located at NBR 1b4, 3046 Del Prado Blvd S, Cape Coral, FL 33904.
    • About the Role :

      We are looking for passionate and driven individuals to join our team as Financial Representatives in the Glosson Region. In this role, you will :

    • Provide tailored financial solutions to meet the needs of our members
    • Build and maintain strong relationships within the community
    • Engage in community service and outreach programs
    • Support the growth and development of the local office under the guidance of our local team
    • Perks / Benefits :

    • Strong income opportunity.
    • Advancement opportunity to become a Managing Partner
    • Exclusive training / development programs locally and nationally.
    • An environment and culture of mutual support and growth.
    • Attainment of prestigious credentials and recognition.
    • Consistent opportunities for growing your income and character.
    • Strong benefits and retirement package.
    • Dental, health, and vision insurance
    • Flexible schedule
    • Life insurance
    • Reward travel
    • Professional development assistance
    • Referral program
    • Qualifications :

    • Team-Oriented
    • Enthusiastic
    • Positive attitude
    • Self-Starter
    • Community-Focused
    • Coachable
    • Athletic background (bonus)
    • Military background (bonus)
    • Goal-Driven
    • Willingness to obtain state insurance license
    • Willingness to obtain Series 6 or 7 Finra License
    • College degree (preferred, not required)
    • About Modern Woodmen of America :

      Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

      Apply today to join a supportive team where you can build your career, make a difference, and achieve your goals!

      Flexible work from home options available.

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    Financial Representative • Bartow, FL, US

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