Financial Representative

Repost Job Date: 2/1/2025 6:08:05 PM
Location: Santa Barbara, CA, 93109
Salary: $40000 - $120000/year
Experience: 1 Year(s)

Modern Woodmen of America, California Region is looking to expand our team of Financial Representative's. As a Financial Representative you will help clients achieve their financial goal by creating a tailored written financial plan including but not limited to financial protection, life insurance, security investments, retirement planning, retirement distribution, estate planning, business planning and or employee benefits.

You will meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You will help achieve sales goals and be rewarded with expense-paid trips. You will design your business work schedule, so you can be home for the moments that matter most. In addition, you can host and take part in fraternal community events. Trivia nights, food drives and fundraisers are just a sampling of the fraternal events you can be a part of to raise funds for nonprofits, individuals and families in our community. You can also expect to be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization.

#GPTWcertified Check out what our employees say makes working here so great: https://www.greatplacetowork.com/certified-company/7047280

What Modern Woodmen offers

Beyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing full-time benefits package includes:

• Company-paid retirement plan
• Matching 401(k) Plan
• Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents' premiums.
• Group Term Life Insurance
• Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance
• Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you are joining an organization on a mission to provide you with the best technology in our industry.

What we need:

• Bachelor's degree or working towards obtaining a BA/BS.
• Ability to communicate & network effectively with different audiences.
• Community oriented.
• Target driven mindset.
• Strong diligence and adhere to confidentiality

Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees .

PM24