Financial Representative

Modern Woodmen of America
Sapulpa, OK, United States
Full-time

The ideal candidate must reside in the state of Oklahoma.

They 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.

30+ days ago
Related jobs
Promoted
Mason Hamilton - State Farm Agent
Tulsa, Oklahoma

As our Financial Account Representative State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Sales experience (outside sales or inside sales r...

Promoted
Karlo Financial
Tulsa, Oklahoma
Remote

At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a Remote Life Insurance Sales Representative, you will be at the forefront of helping clients make informed decisions about their fina...

Equis Financial
Tulsa, Oklahoma

Whether you are an experienced sales representative or a newbie to sales. We help protect families financially, if they have a loved one become critically ill or pass away. The opportunity to grow in our industry, both financially and professionally. ...

Oak Grove Financial
Tulsa, Oklahoma
Remote

WORK FROM YOUR HOME BASED OFFICE - SALES REPRESENTATIVE. Whether you are an experienced sales representative or a newbie to sales, we have a training platform that will show you how to be successful working from your home based office!! . We help protect families financially. The opportunity to...

Equis Financial
Tulsa, Oklahoma

Whether you are an experienced sales representative or a newbie to sales. We help protect families financially, if they have a loved one become critically ill or pass away. The opportunity to grow in our industry, both financially and professionally. ...

Oak Grove Financial
Tulsa, Oklahoma
Remote

WORK FROM YOUR HOME BASED OFFICE - SALES REPRESENTATIVE. Whether you are an experienced sales representative or a newbie to sales, we have a training platform that will show you how to be successful working from your home based office!! . We help protect families financially. The opportunity to...

Spieldenner Financial Group
Tulsa, Oklahoma

Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disabilit...

Oak Grove Financial
Tulsa, Oklahoma
Remote

Work From Home Sales Representative. Whether you are an experienced sales representative or a newbie to sales, we provide training for all our new agents. We help protect families financially if they have a loved one become critically ill or pass away. The opportunity to grow in our industry, both f...

Oak Grove Financial
Tulsa, Oklahoma
Remote

WORK FROM YOUR HOME BASED OFFICE - SALES REPRESENTATIVE. Whether you are an experienced sales representative or a newbie to sales, we have a training platform that will show you how to be successful working from your home based office!! . We help protect families financially. The opportunity to...

Oak Grove Financial
Tulsa, Oklahoma
Remote

WORK FROM YOUR HOME BASED OFFICE - SALES REPRESENTATIVE. Whether you are an experienced sales representative or a newbie to sales, we have a training platform that will show you how to be successful working from your home based office!! . We help protect families financially. The opportunity to...