Financial Representative

Job Description

Financial Representative | Modern Woodmen of America

The Tone:
This is a full-time role at Modern Woodmen of America, serving communities nationwide. Modern Woodmen is a leading fraternal financial services organization committed 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. As a Financial Representative, you are integral to this mission, dedicated to helping individuals from all backgrounds achieve their financial goals. Your work directly contributes to Modern Woodmen’s unique fraternal model, which combines business with giving back. The financial products and guidance you provide help protect families and their futures, simultaneously funding vital member programs that enrich lives and meet local needs. In 2024 alone, Modern Woodmen spent $17.4 million in support of these fraternal programs, making a significant difference in hometown communities across the United States. This role allows you to be a part of a continuous cycle of positive impact, building stronger relationships and fostering greater community engagement.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Nationwide
• Mission: Empower individuals from all backgrounds to achieve their financial goals and secure their future through tailored financial guidance and support.

What You’ll Actually Do
• Plan Creation: Create and execute tailored financial plans for members.
• Financial Assessment: Illustrate members’ current financial situations.
• Goal Articulation: Outline members’ future financial aspirations.
• Resource Provision: Offer necessary financial tools and support to help members reach their goals.

The Must-Haves
• Background: A profound passion for bettering members’ financial lives, demonstrated through a strong commitment to growing personally by helping others and contributing positively to the community with a volunteer spirit. Candidates should embody integrity, character, trustworthiness, and honesty, essential for building credible, long-term relationships.
• Experience: The ability to obtain, or already hold, an an active life insurance license, FINRA Securities Industry Essentials® (SIE) registration, Series 6 and/or 7 license, and Series 63 license, as required by state. Successful candidates must also pass a background check covering regulatory, criminal, and financial standing.
• Skills: Demonstrated ability in creating and executing tailored financial plans, illustrating current financial situations, and outlining future financial aspirations. Strong leadership skills, a results-oriented and success-driven mindset, and a focus on self-improvement are crucial. The role also requires excellent relationship-building capabilities, emphasizing credibility, trustworthiness, and honesty to foster long-term member connections.