Financial Representative

Job Description

About the Job

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

About the Role: Financial Representative

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, boasting over $18 billion in assets. Fraternalism is a unique model that combines business with giving back, creating a continuous cycle of positive impact:

• 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, fostering membership growth and greater community impact.

We are proud of the significant impact fraternalism makes. This model empowers Modern Woodmen—and you, as a Modern Woodmen financial representative—to make a tangible difference in your community. In 2024, Modern Woodmen invested $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:

• Integrity and Character: Possess strong ethical principles.
• Leadership Skills: Demonstrate the ability to guide and inspire others.
• Team-Oriented: Thrive in a collaborative environment.
• Results/Success Driven: Motivated by achieving goals and delivering positive outcomes.
• Resilient: Capable of overcoming adversity.
• Growth Mindset: Find fulfillment in helping others grow and succeed.
• Volunteer Spirit: Actively participate in community service.
• Self-Improvement: Continuously seek opportunities for personal and professional development.
• Relationship Builder: Enjoy fostering long-term connections.
• Credible & Trustworthy: Known for honesty and reliability.

Education and Training

Modern Woodmen is committed to your success through comprehensive education and training programs that begin on your first day and continue throughout your career. Whether you have extensive financial services experience 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 ensure you are well-equipped to succeed as a trusted professional who can positively impact many lives.

Qualifications

To qualify for this role, candidates should possess:

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

Benefits and Perks

Modern Woodmen of America offers a comprehensive benefits package designed 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.