Financial Representative - Seeking Growth

Job Description

Job Description

Benefits:

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

The DeZordo 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

Meet Our Regional Director:

Travis DeZordo:
Regional Director and Financial Advisor, FIC, with Modern Woodmen, and has been in this role for 7 years. Prior to entering financial services, Travis spent several years in education as a high school teacher, instructing AP U.S. History and Human Geography, while also coaching football and tennis. These experiences shaped his leadership style and strengthened his ability to communicate, mentor, and help others reach their goals—skills that continue to guide his work today. Outside of work, Travis is most passionate about his family. He and his wife, Jessie, share a love for travel, discovering great food, and enjoying a good glass of wine, while Travis and their 11-year-old daughter, Sofia, are currently on a shared Taekwondo journey working toward their black belts. A lifelong sports fan, Travis is also a devoted supporter of the Ohio State Buckeyes.

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.