Financial representative

Position Overview

Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members’ current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion in assets. Fraternalism combines business with the commitment of giving back, creating a continuous cycle of positive impact in local communities.

Key Responsibilities

• Provide financial guidance and products to help members protect their families and futures.
• Help fund member programs including social, educational, and volunteer activities that enrich lives and meet local needs.
• Build and strengthen relationships to drive membership growth and community impact.
• Be a catalyst for positive change in the community by embodying the spirit of fraternalism.

Required Qualifications

• Show integrity and character.
• Demonstrate leadership skills and a team-oriented mindset with a focus on results.
• Overcome adversity and grow by helping others.
• Exhibit a volunteer spirit and pursue self-improvement opportunities.
• Enjoy building long-term relationships while being credible, trustworthy, and honest.
• Have a passion for bettering members’ financial lives.
• Possess or have the ability to obtain an active life insurance license, FINRA Securities registration (SIE), Series 6 and/or 7 license, and Series 63 license as required by state.
• Pass a background check that includes satisfactory regulatory, criminal, and financial standing.

Benefits & Perks

• 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.