Financial Representative - Entry Level

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

The Ward Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.

Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids

Check out the varying backgrounds of some of our local leaders:

Matt Ward is the Regional Director of the Ward Region, and began his career with Modern Woodmen as an intern in 2009. After graduating in 2010, he became a financial representative and has grown within the organization ever since. Raised on a family farm and having run a lawn care business in college, Matt brings a strong work ethic and hands-on experience to leadership. Outside of work, his life centers around faith, family, and the outdoors. He especially enjoys hunting, fishing, and coaching sports with his 8-year-old son.

Mason Laws joined Modern Woodmen as a Financial Representative in November 2024. Before that, he worked as a Financial Analyst at Rabo AgriFinance, where he underwrote loans for farmland and equipment. Mason is passionate about the outdoors and stays active through hunting, fishing, hiking, kayaking, and golfing. His favorite type of hunting is duck hunting, though he also enjoys deer season. When he’s not outside, he’s spending time with friends and family.

Annette Miller has been a dedicated team member at Modern Woodmen for 27 years. She originally studied nursing and worked in home health care for eight years before transitioning to financial services. Annette is deeply committed to community service, volunteering with the Huntington’s Disease Team Walk of Hope and the Women 2 Women ministry at St. Joseph. She values time with her family and friends and finds purpose in serving others.

Allen Edwards joined MWA in 2022 after a career as a police officer, where he developed a strong passion for helping others. He is actively involved in his community and enjoys spending time with family and friends. He and his wife Aly love being outdoors, especially at the lake, and attending social events together. Allen finds fulfillment in building relationships and making a positive impact both personally and professionally.

Phillip Andrews joined Modern Woodmen in June 2021, bringing a unique background in both finance and ministry. Before transitioning to financial services, he worked as a Finance Manager at a Harley-Davidson dealership and spent over 15 years in ministry. Phillip is passionate about helping others and strengthening his community. Outside of work, he enjoys bowhunting, spending time with his wife and daughters, and living out his faith through service and purpose-driven work.

About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.

Perks/Benefits:

• Starting income ranging from $97K to $192K+, commensurate with experience and outcomes. 
• Exclusive training/development with experienced financial services professionals supporting you.
• An environment and culture of mutual support and growth.
• Attainment of prestigious credentials and recognition.
• Consistent opportunities for growing your income and character.
• Strong benefits and retirement package.
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program

Qualifications:

• Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
• Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer,  etc.) is a bonus.
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. 

Required Active Financial Licenses:

• SIE Certification or Willingness to Quickly Obtain
• Life/Health License or Willingness to Quickly Obtain

Deadline: Apply soon as this position will go fast. 

Flexible work from home options available.