Financial Representative

Job Description

About the Job

Launch your financial services career with Modern Woodmen of America, a fraternal financial services organization dedicated to positively impacting thousands of families and communities each year. We help families throughout life and pioneer bright futures with 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 include:

• Creating and executing tailored financial plans for members.
• 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. Our unique fraternal model combines business with giving back, creating a continuous cycle of positive impact:

• Financial Guidance & Products: Representatives provide financial guidance and products to help members protect their families and their futures.
• Member Program Funding: Our products help fund member programs, including social, educational, and volunteer activities that enrich members’ lives and meet local needs.
• Relationship Building: Our programs build and strengthen relationships, leading to membership growth and greater community impact.

We are proud of the impact fraternalism makes. 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. This model allows Modern Woodmen – and you, as a financial representative – to make a significant difference in your community.

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.
• Can or have overcome adversity.
• Grow by helping others.
• Show a 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, offering 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 out, you will receive the support you need through:

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

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

Qualifications

To be considered for this role, candidates should have:

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

Benefits and Perks

Modern Woodmen of America offers a robust benefits package, including:

• 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.