Financial Representative

Job Description

About the Job: Financial Representative at Modern Woodmen of America

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.

About the Role

As a Financial Representative at Modern Woodmen of America, you will be dedicated to helping individuals from all backgrounds achieve their financial goals. Your responsibilities will include:

• Creating and executing tailored financial plans.
• Illustrating members’ current financial situations.
• Outlining members’ future financial aspirations.
• Offering the necessary financial tools and support to help members reach their goals.

About Modern Woodmen of America

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion in assets. We operate on a unique model of fraternalism, which combines business with giving back to those we serve, creating a continuous cycle of positive impact. This model means:

• Our representatives provide financial guidance and products to help members protect their families and their futures.
• Our products help fund member programs, including social, educational, and volunteer activities that enrich members’ lives and meet local needs.
• Our programs build and strengthen relationships, allowing for membership growth and greater community impact.

We are proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.

About You

We are looking for individuals who embody the following qualities:

• Show integrity and character.
• Demonstrate leadership skills.
• Are team-oriented.
• Focus on results and are success-driven.
• Have the ability to or have already overcome adversity.
• Grow by helping others.
• Show volunteer spirit in the community.
• Look for self-improvement opportunities.
• Enjoy building long-term relationships.
• Are credible, trustworthy, and honest.

Education and Training

Modern Woodmen is committed to your success. Our comprehensive education and training programs begin on your first day and continue throughout your career. Whether you have extensive experience in financial services or are just starting, you will receive robust support, including:

• Hands-on workshops.
• Mentorship from seasoned professionals.
• Access to the latest industry resources.

Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

Qualifications

To be successful in this role, you should possess the following qualifications:

• A passion for bettering members’ financial lives.
• Ability to obtain or already hold:
  • An active life insurance license.
  • FINRA securities registration (Securities Industry Essentials®/SIE).
  • Series 6 and/or 7 license.
  • Series 63 license (as required by state).
• Ability to pass a background check that includes satisfactory regulatory, criminal, and financial standing.

Benefits and Perks

Modern Woodmen of America offers a comprehensive benefits package to support your well-being and financial future:

• Paid medical and dental insurance.
• 401(k) retirement plan with company match.
• Noncontributory pension plan.
• Group term life insurance.
• Expense-paid trips, bonuses, and other incentives.

Modern Woodmen is an equal opportunity employer.