7 Financial Services Representative Jobs in Venice, FL
Modern Woodmen of America is Hiring a Financial Services Representative Near Venice, FL
READ THE ENTIRE DESCRIPTION BEFORE APPLYING!
The ideal candidate we make an offer to join our team will engage in the community and their natural market to qualify and obtain clients. You will deliver personalized investment and insurance solutions to help clients work toward their short-term and long-term financial goals. Helping your clients create financial plans and cross-checking work to ensure complete accuracy of information with your clients. We will coach and mentor you on how to build a financial practice organically through community involvement and relationships, so it benefits you the most long-term, versus cold calling with uncertainty. Everyone we consider for interviewing, is required to complete our career profile within 48 hours of applying, which we'll send by email. Hiring the right individuals is very important to us. We will not just hire anybody with a pulse. We believe in loyalty, integrity, positive attitude, teamwork, and commitment. Keep in mind, this is a performance-based career. Compensation includes a draw program, advanced commissions, Business Development Allowance Bonus, Monthly Incentive Bonus, Business Builder Bonus, renewals and residual income on all business with clients.
Our core values are loyalty, integrity, positive attitude, teamwork, and commitment. The candidate we're looking for will resemble these characteristics.
Visit our career site to learn more.
www.mwacareers.org
Characteristics we look for in our candidates:
- Entrepreneurial mindset
- Confidence and tenacious
- Community oriented
- Hungry for growth and success
- Communication skills
- Coachable
- Positive Attitude
- No fear to objection or rejection
Your Responsibilities:
- Work with new clients to educate and provide information to help them plan for a more secure financial future.
- Networking in the community - BNI, Chambers, Community Events.
- Continuous prospecting to secure new appointments.
- Gathering referrals through favorable introductions.
- Participating in fraternal activities.
- Continuous learning of the business - products, cases, prospecting.
Benefits and Perks:
- Medical, dental and life Insurance - Company pays 100% premiums
- Long term Disability Income Insurance
- Vision Insurance
- HSA
- 401(k) with company match.
- Non-contributory pension plan.
- 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.
Job Summary
Full Time
$46k-57k (estimate)
05/01/2024
05/16/2024
SABINA, OH
200 - 500
2011
JEREMY YANKEY
$1B - $3B
Insurance
Related Companies
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
