Finance Jobs in Port Charlotte, FL

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16d ago

Financial Representative - Seeking Growth

Modern Woodmen of America Port Charlotte, FL

Port Charlotte, FL

16d ago

$97k - $192k/yr Full time Advisor Business Development Client Relations

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Job Description

This Financial Representative role in Port Charlotte, FL, with Modern Woodmen of America (Glosson Region) focuses on addressing members' financial needs, demonstrating community leadership, and helping grow the local office, with licensing required or willingness to obtain quickly.

Responsibilities

Identify and address members' financial needs with clear and suitable solutions.
Demonstrate leadership within the local community and represent the organization professionally.
Support the ongoing growth and development of the local office.
Over time, recruit, train, and mentor additional financial representatives.

Requirements

Team oriented, enthusiastic, and maintains a strong positive attitude when facing challenges.
Competitive nature or background as an athlete is a bonus (examples include basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, golf, tennis, pickleball, coaching, athletic training, fitness training, etc.).
Genuine, authentic, with the drive to contribute and achieve set goals.

Benefits

Starting income ranging from $97,000 to $192,000+ per year, commensurate with experience and outcomes.
401(k) plan with matching contributions.
Performance-based bonuses and opportunities for advancement.
Company parties within a collaborative team environment.
Dental, health, and vision insurance coverage.
Flexible schedule to support work-life balance.
Life insurance coverage.
Strong retirement package and comprehensive benefits.
Professional development and exclusive training with experienced financial services professionals.
Referral program to recognize and reward introductions that contribute to growth.
An environment and culture of mutual support and personal growth.
Attainment of prestigious credentials and ongoing recognition.
Consistent opportunities to grow both income and professional character.
Dedicated support for training and development as you progress in your career.

Qualifications

Team spirited, enthusiastic, and maintains a positive attitude when facing challenges.
Competitive nature or prior athlete experience is a bonus (examples include basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, golf, tennis, pickleball, coaching, athletic training, fitness training, etc.).
Genuine and authentic, with a drive to contribute and achieve goals.

Required Active Financial Licenses

SIE certification or willingness to obtain quickly.
Life and Health license or willingness to obtain quickly.

Deadline: Apply soon, as this position will go fast.

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