Associate Financial Representative - Burlington, United States - Modern Woodmen of America

Modern Woodmen of America Burlington, United States

1 week ago

Accounting / Finance

Description

The ideal candidate 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 – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.
Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.
Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities

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

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

Named to Forbes' list of World's Best Insurance Companies for 2023
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. As a result, members 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 (EOE).

What Makes us Different – Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society.
Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.
As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, "Make an Impact" Scholarship opportunities, and "Do Good" Grants.

We want to support and invest in YOU and the things you hold most important.

2022 MWA Community Impact statistics

Approximately 2,200 local chapters and 500 youth service clubs nationwide
$46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
$17.8 million in support of members and their communities in 2022

2022 Iowa Fraternal Statistics

$2,191,711 annual fraternal contributions

Restaurant General Manager

5 days ago

Taco Bell Burlington, United States

Restaurant General Manager · Burlington, IA · As a General Manager your mission is to reinforce the Border Foods CORE values, to include Accountability, Integrity, Family, Excellence, Teamwork, and Empowerment. · At Border Foods, we will unlock the full potential of our employees ...
Cook

5 days ago

The Salvation Army Central Territory Burlington, United States

Job Description · **The schedule for this position will be Monday-Friday 8am-1pm** · Starting pay is $10.00 per hour. · The Salvation Army Mission: The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the ...
Data Governance Manager

1 week ago

Magellan Health Burlington, United States

Looking for a Data Governance Project Manager to build up and run our Enterprise Data Governance Program. · Promotes a positive security culture for the organization by protecting the confidentiality, integrity, and availability of data and assets while assisting the company to s ...
Facility Management

2 weeks ago

Aurora Solutions Montrose, IL, United States Freelance

Facility Manager (m/f/d) - Residential Care · We are currently seeking a Facility Manager (m/f/d) for a senior care provider in the Montrose, IL area. This position is responsible for managing the operations of a residential care facility with flexible working hours. · We are loo ...
Application specialist

3 days ago

Southeastern Community College West Burlington, United States

Full job description · The ERP Application Specialist will work closely with end users to provide technical assistance with business processes, reporting and training. In addition, this position is responsible for federal/state regulatory reporting, Web based programming, data s ...
Application specialist

5 days ago

Southeastern Community College West Burlington, United States

Full job description The ERP Application Specialist will work closely with end users to provide technical assistance with business processes, reporting and training. In addition, this position is responsible for federal/state regulatory reporting, Web based programming, data secu ...
Patient Access Representative I

5 days ago

West Tennessee Healthcare Martin, United States

Category: · Admin Support · City: · Martin · State: · Tennessee · Shift: · 8 - Day (United States of America) · Job Description Summary: · This position is responsible for completing the financial clearance process within Patient Access Services and creating the first im ...
Personal Care Assistant

3 days ago

Geisinger Health System Jermyn, United States

Job Title: Personal Care Assistant - LIFE Geisinger · Location: Scranton, Pennsylvania · Job Category: Patient Support, Nursing and Nursing Support · Schedule: Days · Work Type: Full time · Department: LIFE Geisinger Scranton Home Care Team · Date Posted: 03/25/2024 · Job ...
Teller

2 days ago

Two Rivers Police Department Fort Madison, United States

COMPANY OVERVIEW · Two Rivers Financial Group, Inc., through our wholly owned subsidiaries of Two Rivers Bank & Trust and Lee County Bank, offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Bettendorf, Burlington, Coralville, ...
Branch Manager

1 week ago

Two Rivers Police Department Fort Madison, United States

COMPANY OVERVIEW: · Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust and Lee County Bank, offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Bettendorf, Burlington, Coralville, ...
Manager - Finance

2 days ago

Great River Health Mount Pleasant, United States

The Manager Finance leads all aspects of financial operations of the Soldiers' & Sailor's and HCHCI in order to meet all financial and strategic goals. The Manger Finance develops the budget, financial reports, banking, county tax budget, regulatory reporting, oversight of Henry ...
Restaurant General Manager

5 days ago

Taco Bell Monmouth, United States

Restaurant General Manager · Monmouth, IL · As a General Manager your mission is to reinforce the Border Foods CORE values, to include Accountability, Integrity, Family, Excellence, Teamwork, and Empowerment. · At Border Foods, we will unlock the full potential of our employees a ...
AVP, Development Operations

10 hours ago

CBC Federal Credit Union Oxnard, United States

Job Description · Job DescriptionPRIMARY: To provide leadership, coaching and guidance to the Information Technology Development Operations team in order that they perform at the highest level and achieve the success that is needed in executing the credit union's business plan. T ...
Director of Planned Giving/Trust Services

5 days ago

It Is Written Tennessee, United States

Position Description · Adventist Media Center - It Is Written · Position Title: · Planned Giving & Trust Services Director · Internal Title: · Department Director · Job Classification: · Exempt - Regular Full Time · Accountable to : Manager/Treasurer · Position Summary: ...
Associate Director Patient Reported Outcomes 2 Positions

5 days ago

Johnson & Johnson Raritan, United States

Janssen Global Services, LLC, a member of Johnson & Johnson's Family of Companies, is recruiting for an Associate Director, Patient Reported Outcomes (PRO) to be located in Raritan, NJ or Horsham, PA. (2 positions) · At the Janssen Pharmaceutical Companies of Johnson & Johnson, ...
Design Engineering Manager

5 days ago

Powerex - Iwata Air Technology, Inc. Tennessee, United States

The primary responsibility of this position will be to lead the engineering functions for the Industrial business unit at Powerex. This role will require gaining an in-depth understanding of the function and application of Powerex products in order to provide excellent support fo ...
Products Representative

3 days ago

Jess Sutcliffe - State Farm Agent Fort Madison, United States

Job Description · Job DescriptionBenefits:Bonus based on performance · Competitive salary · Opportunity for advancement · Paid time off · Profit sharing · Wellness resources · Position Overview · Are you outgoing and customer-focused? Do you enjoy working with the public? If you ...
Career Foundation Program

1 week ago

Smithfield Foods Monmouth, IL, United States

A great job-and a great future-awaits you at Smithfield Foods. We're an $18 billion U.S. food company with nearly 60,000 employees worldwide. We're looking for motivated people who want to join our team and grow lasting and meaningful careers with us. Join our family today. Apply ...
power quality and control engineer

2 days ago

Baker Group Ankeny, United States

Job Description · Job DescriptionPURPOSE · Create and develop relationships supportive of the Baker Group mission statement with employees, internal and external customers. Additionally, provide opportunities to increase business unit revenues by marketing and cross selling produ ...
Insurance Account Representative

13 hours ago

Jess Sutcliffe - State Farm Agent Fort Madison, United States

Job Description · Job DescriptionPosition Overview · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping ...