- Entrepreneurial mindset
- Community oriented
- Communication skills
- 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
- 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
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Financial Representative
5 days ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionFinancing Professional - Explore the Possibilities of a Career as a Financial Advisor. · What have you done and achieved in the past five years? Where do you plan to be in five years' time? · If you desire to take the plunge and start managing you ...
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Financial Services Representative
2 weeks ago
Charles Schwab & Co, Inc Orlando, United States OTHERYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Schwab's service team is at the heart of our firm's comm ...
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Financial Services Representative
3 weeks ago
Charles Schwab & Co, Inc Orlando, United States OTHERYour Opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Schwab's service team is at the heart of our firm's comm ...
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Financial Representative
1 week ago
The Western and Southern Life Insurance Company Maitland, United StatesExplore Your Future at Western & Southern Life · Do you enjoy meeting new people at community events? · Do you drive for results? · Are you a strong communicator and active listener? · Are you eager to serve others ethically with a desire to help create financial peace of mind? · ...
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Financial Representative
1 day ago
Western & Southern Life Maitland, United StatesOrganization : Name · ORLANDO FL · Default: Location : City · MAITLAND · Overview · The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and r ...
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Licensed Financial Services Representative
3 weeks ago
Charles Schwab & Co, Inc Orlando, United States OTHERYour Opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Schwab's service team is at the heart of our firm's comm ...
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Jose Rosario - State Farm Agent Orlando, United StatesJob Description · Job DescriptionROLE DESCRIPTION: · Jose Rosario - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Hea ...
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Entry-level Insurance Sales Agent
6 hours ago
New York Life - Orlando Office Orlando, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...
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Corporate Controller
6 hours ago
Naples Hotel Group Orlando, United StatesAs a family-owned business built on genuine relationships, the character and quality of our staff is integral to delivering the culture of service our clients expect. Members of our team serve each other, our partners, and their community with kindness and respect, while inspirin ...
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Guest Services Representative
6 hours ago
Pinnacle Hotel Management Orlando, United States**JOB SUMMARY** · Guest Service Representatives are responsible for greeting and registering guests, providing outstanding guest service during their stay, and settling the guest's account upon completion of their stay. Primary responsibilities include: registering guests, making ...
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Curriculum Resource Teacher
2 days ago
Renaissance Charter School at Chickasaw Trail Orlando, United StatesJob Description · JOB PURPOSE:Responsible for providing curriculum training and support to teachers and assisting with curriculum implementation. Conducts ongoing staff development, performs periodic classroom visitations, collects and reports quarterly student data, and monitors ...
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Client Care Associate
2 days ago
Helping Hands Veterinary Surgery & Dentistry of Florida Orlando, United States**Description** · **Position Overview**: · The Client Care Associates/CSR reports directly to the Practice Manager and works to support the efforts of the entire team by being the first and last impression our clients have when visiting our hospital. Our Client Care Associates ar ...
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Land Development Civil Team Lead
2 days ago
Bowman Consulting Group, Ltd. Orlando, United StatesShort Description: Bowman has an opportunity for a Team Lead, Civil to join our team in FL - Orlando. · At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That · - s why a career at Bowman is more than a job. It is an opport ...
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Patient Registration Representative
2 days ago
Osteopathic Family Wellness Center Orlando, United States**Patient Service Representative** · **Job Category**: Administrative Support Staff, Patient Financial Services, Patient Registration · **Exemption Classification**:Non-Exempt Full Time · **Hours: Tuesday - Saturday 8:00am - 5:00pm** · **Description**:This position works closely ...
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Amanda Chase Koenig - State Farm Agent Winter Park, United StatesJob Description · Job DescriptionROLE DESCRIPTION: · As a Financial Services Representative State Farm Agent Team Member with Amanda Chase Koenig - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of finan ...
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Online Admissions Representative
2 days ago
The Los Angeles Film School Winter Park, United States**Purpose**: · Admission Representatives are responsible for securing, retaining, and maintaining qualified applicants/enrollments for campus and online undergraduate admission to The Los Angeles Film School, operating in compliance with state and federal accreditation and instit ...
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Phoenix Technologies Belle Isle, United StatesAbout Belle Isle: · Our company represents over 100 years of experience in the production of precast concrete elements. With two production sites in Germany, we ensure close proximity to our customers and flexible production capabilities. · Our range of services includes standard ...
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Teller
1 day ago
Austin Telco Federal Credit Union Lockhart, United States: · Are you looking for job where you are helping create value to the Austin community? Are you someone that is excels with both working with money and technology, as well as working with people? Do you get excitement for helping members of the public with their future goals fina ...
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Working student
4 hours ago
SilverTech Maitland, United StatesThe owner-managed Hamburg-based real estate and investment company Becken has been active in the leading German metropolitan regions since 1978. Becken combines 46 years of dynamic development experience with the stability and financial strength of a family business. The Becken G ...
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Assistant City Manager
6 hours ago
City of Sanford Sanford, United States**Assistant City Manager** · The position performs complex professional and management work and serves as a key partner in helping the City Manager shape the City's organizational culture and implementing the City's mission and vision. · This position is primarily responsible for ...
Financial Representative - Orlando, United States - Modern Woodmen of America
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
Responsibilities
Benefits and Perks
For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses
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 (EOE).
