Financial Representative - Entry Level

Job Description

Job Description

Benefits:

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

The Nungesser 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:

Danny Nungesser - Regional Director:

• Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia. 
• Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years.
• Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people.
• Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Kevin Callison - Managing Partner:

• Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan.
• Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in people’s lives.
• Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive.

Patrick Hanlon – Financial Representative:

• Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community.
• Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner.
• Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community.

Tricia Bethel – Financial Representative:

• Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta County’s first and largest all-female Boy Scout Troop, where her love for leadership and community shines.
• Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where she’s spent the past three years helping others build stronger financial futures. She’s especially focused on empowering and educating women in wealth building.
• Core Values: Tricia believes in service, leadership, and the power of education. She’s committed to making a lasting impact by helping clients—especially women—gain confidence and clarity in their financial lives.

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.