Financial Representative - Seeking Growth

Laguna Hills, CA (Remote)

$97K/yr – $192K/yrMid LevelFull time

Posted 4 days ago

Job Summary

Lead a Financial Representative role focused on solving members' financial needs and guiding community growth, with potential to recruit and develop the team across expanding responsibilities.

  • Own member financial solutions and community leadership
  • Grow and develop the local office team over time
  • Navigate licenses and attitude requirements to achieve goals

Job Description

Responsibilities

  • As a Financial Representative, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
  • Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.

Requirements

  • SIE Certification or Willingness to Quickly Obtain
  • Life/Health License or Willingness to Quickly Obtain
  • Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
  • Possessing a competitive nature
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand

Benefits

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Life insurance

Salaries

Posted range

$97K/yr – $192K/yr

Taken straight from the job posting.

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Financial Representative - Seeking Growth

Foster Region - Modern Woodmen of America · Laguna Hills, CA · Remote