What are the responsibilities and job description for the Associate Financial Representative position at Modern Woodmen of America?
Modern Woodmen of America is a member-owned fraternal benefit society dedicated to providing financial security, member benefits, and fostering positive community impact. Founded in 1883, we specialize in life insurance, retirement planning, and financial services while promoting quality family life through member activities. Our 1,000 representatives serve nearly 700,000 members across the United States, working to make a meaningful local impact. Modern Woodmen combines financial expertise with a mission-driven purpose to improve the lives of members and their communities.
This is a full-time, on-site role located in Fort Scott, KS, for an Associate Financial Representative. The responsibilities include assisting clients in building personalized financial plans, offering guidance on insurance and investment options, managing retirement planning, and supporting overall financial decision-making. The role involves maintaining excellent client relationships and providing ongoing financial education to help clients achieve their goals.
- Knowledge in Financial Planning and Retirement Planning
- Understanding of Insurance and fundamental expertise in Finance
- Proficiency in Investments and related financial products
- Strong interpersonal and communication skills with client-focused service
- Capability to analyze financial needs and recommend suitable solutions
- Bachelor's degree in Finance, Business, Economics, or a related field preferred
- Relevant certifications or licensures such as Series 6/7, Series 63, or equivalent, are a plus
- Motivation to work in a mission-driven organization with a focus on community impact