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Sales Representative at Modern Woodmen Of America

Sales Representative

Modern Woodmen Of America Tulsa, OK Full-Time
$35,000.00 - $150,000.00 / year
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Financial Representative position with Modern Woodmen of America

Our Company…

This is an amazing opportunity to join an outstanding organization dedicated to people. Since 1883, we've been focused on securing futures with financial guidance and products. As a fraternal organization, we aren't scared to get messy. We do diaper and food drives, serve meals to those in need and honor our hometown hero’s; all to raise funds and support our community. Our team situated all over Oklahoma supports growth both professionally and personally.

Oklahoma Values and Mission Statement

In our local region covering NE Oklahoma, Central and South Oklahoma (major cities: Poteau, Sallisaw, Muskogee, McAlester, Bartlesville, Stillwater, Norman, Enid, Lawton, Oklahoma City, Moore, Chickasha, Ponca City, Shawnee, Ada, Ardmore, Tahlequah, Miami and Tulsa), we believe our ideal employee embodies and believes in the following ideals:

Devoted Team-Player : The success of the team is the most important; Senior representatives assist new ones and we encourage team-advising with clients

Relationship Minded : We manage relationships, not assets. If your clients and members become close confidants and feel the care you have for them and their family or business, they become clients for life

Valued Citizen: Our fraternalism and community-service is unmatched in the industry. Above all of this, we develop our representatives to become community pillars. Demographically and geographically, our representatives are seen as people who can be counted on and called on in times of need or leadership.

All of this culminates into our mission statement of " Impacting through Relationships"

What you can expect to do as a Financial Representative

You'll meet with clients to map out their financial futures by providing guidance and recommendations through our state of the art tools. You'll achieve sales goals and be rewarded with expense paid trips to world class destinations. You'll design your schedule so you'll be home for the moments that matter most. In addition to meeting with clients, you'll participate in fraternal activities. Trivia nights, food drives and raffle fundraisers just to name a few of the activities that you’ll take part in to raise funds for local nonprofits, individuals and families in your community. Because of all your hard-work, you'll be invited to attend training seminars and serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization.

You as a Financial Representative

You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to their problem. You believe giving is better than receiving, especially when it comes to your community. You love being inspired and your integrity drives you to do the right thing. You strive to always have a positive attitude and you have the mentality to accomplish anything you set your mind to.

What Modern Woodmen offers

Beyond a hands-on training program, a flexible schedule and joining the most amazing team here in Oklahoma, and there's more! Your amazing benefit package includes health insurance (that pays 100%!) and an awesome retirement plan (so you can enjoy the best days of your life). Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver and Switzerland—these and more await you. And lastly, you're joining an organization on a mission to provide you with the best technology in our industry.

So, the real question is, what are you waiting for? Get in touch today.

Structure financial solutions satisfying needs of clients

Making presenting financial solutions to help our members achieve their financial goals

Selling all financial products and services, assisting customers with service issues, and soliciting new business

Meet the financial needs of clients by providing quality products and excellent client service

Recommend appropriate products and services to members based on specific financial need

Provide multiple financial solutions to existing and new clients

Sell appropriate products, including life insurance, medical, dental, vision, disability income insurance, long-term care insurance, annuities, and investments

Demonstrate proficiency in cross selling services offered by the financial institution

Protecting clients' assets and helping achieve financial goals

Conducting financial solutions training and education (after you are trained)

Self education to stay on top of the newest rules and trends in the industry

Organize service projects and matching funds for chapters you run

Recommended skills

Develop Clientele
Financial Sales
Insurance Sales
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