Financial Representative Salary in Alabama, USA

Job Description SummaryProvides consultative financial advice and guidance to the members in regards to their investment needs. Helps accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.Job DescriptionEssential Duties and ResponsibilitiesMeets with members; assesses their needs and financial situations; gathers information regarding investments, asset allocation, savings, tax planning, retirement planning and estate planning; explains features of investment products offered; develops financial strategies, guides the member in establishing financial goals and matches goals to appropriate financial plans.Monitors members’ financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.Develops and implements work plans to achieve goals and objectives; utilizes resources effectively participates in evaluating work processes and procedures to identify opportunities for improvements; prepares and maintains a variety of records and reports.Promotes the Credit Union by participating in community involvement and special events.Company Wide ExpectationsMaintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics.Delivers friendly, caring service to internal and external members.Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures.Follow all physical and online security procedures and maintain strict confidentiality of all member information.Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services.Works scheduled hours and maintains punctuality.Performs other related duties as assigned or requested.EDUCATION/EXPERIENCETo perform this job satisfactorily, an employee must be able to carry out each essential duty competently. The requirements listed below are representative of the education, experience, skills and abilities required. An equivalent combination of education and experience may be considered.Education RequirementsRequired - 4 Year / Bachelors Degree - Business or other relevant disciplineExperience RequirementRequired - 2 Years - Progressively responsible brokerage experienceSpecial Training, Licenses and/or Certificates RequiredLife & Health InsuranceSeries 7 General SecuritiesSeries 63 and 65 or Series 66SKILLS/ABILITIESEnsure all internal and external customer service practices and processes are carried out and meet quality service standards and achieve member satisfaction.Learn and apply information, on a wide range of Credit Union products, services and regulatory compliance requirements, in order to assess member situations and develop solutions.Plan, organize and direct the day-to-day activities of the division.Provide guidance in the resolution of complex problems utilizing advanced knowledge and experience within areas of responsibility.Lead and model RISE values and Code of Ethics through daily interactions and conduct.Promote and foster excellent member service and teamwork throughout division.Communicate in a professional manner and deliver information clearly and effectively to staff. Actively listen to questions, opinions and ideas of others. Use tact and diplomacy in sensitive and confidential situations.Use correct English including spelling, grammar and punctuation.Operate computers and use business software and other standard office equipment.Understand and follow written and oral instructions.Set priorities and manage one’s own time effectively.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Physical RequirementsIntermittent standing, sitting, walking, bending and climbing.Using hands repetitively to handle, feel or operate computers and other standard office equipment.Reaching with hands and arms.Intermittent lifting and carrying up to 25 pounds.WORK ENVIRONMENTAn employee in this job will experience the following main work environments, others not listed may also be encountered on occasion;Works in general office environment in a financial services facility.Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability.We are proud to be a Drug-Free and Tobacco Free Workplace.

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 observations 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. 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 Modern Woodmen is an equal opportunity employer (EOE).

Are you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career.The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new business acquisition & existing portfolio management.The financial services representative's responsibility include responding to clients' inquiries in a professional manner, providing sound financial advice to clients to protect their assets. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.What We Offer$50k- $150k+ 1st year potential$70k Plus 1st year potential (with management experience)WEEKLY BONUSESWEEKLY PAYCompetitive sales and management bonusesIndustry leading incentives, up to 4 company sponsored vacation trips per year.Hands on training in classroom and out in the field with an experienced top managerAccelerated growth potential: sales rep to team leader within 30 days.Lifetime vesting in renewals where you are paid for past performance.Ongoing corporate sponsored sales and leadership training seminarrecblid y4qh3fkds5yp41djazv0u1mcknj0e2

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 observations 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. 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 Modern Woodmen is an equal opportunity employer (EOE).

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 observations 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. 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 Modern Woodmen is an equal opportunity employer (EOE).

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 observations 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. 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 Modern Woodmen is an equal opportunity employer (EOE).

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 observations 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. 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 Modern Woodmen is an equal opportunity employer (EOE).

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 observations 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. 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 Modern Woodmen is an equal opportunity employer (EOE).

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 observations 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. 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 Modern Woodmen is an equal opportunity employer (EOE).

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 observations 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. 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 Modern Woodmen is an equal opportunity employer (EOE).