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 Boyle 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

Tim Boyle
Tim is a highly experienced financial services professional with a strong background in cross‑functional team building and strategic sales planning. His leadership experience in developing teams, guiding sales strategy, and supporting professionals at every stage of growth has led him to his role as Regional Director at Modern Woodmen. He is passionate about creating strong, collaborative teams and building meaningful, long‑lasting client relationships.

Bart Warren
Managing Partner, Bart Warren, with Modern Woodmen and has been in this role for 10 years. He began his career in the financial services industry 25 years ago, right out of college, after earning a Marketing and Sales degree from Northern Illinois University in 2000. Bart joined Modern Woodmen in 2009 and quickly moved into leadership. Outside of work, he enjoys coaching his children in travel baseball and softball. He’s been married to his wife for 22 years and is a big fan of the Chicago Cubs and Chicago Bears. In his free time, Bart also enjoys golfing, yardwork, and spending time with his two dogs and cat.

Annie LaMontagna
Annie is an Administrative Assistant at Modern Woodmen, where she's spent almost two years supporting her team through communication, event coordination, and recruiting. She graduated from Illinois State University and enjoyed creating a positive, organized experience for everyone she works with. Outside the office, she loves spending time with my family and friends, reading, and gardening.

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.