Financial Representative - Entry Level

Job Description

Job Description

Benefits:

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

The Mason District 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:

Tobin Mason is a Managing Partner who joined Modern Woodmen in 2007. Prior to that, he was an business leader, owning and operating several small businesses. Outside of work, Tobin enjoys spending time outdoors, traveling with his family, and coaching Little League baseball. His passion for people and community shines through both in and out of the office.

Lynn Walstad has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his children’s activities and helps run a family pheasant hunting business in the fall.

Adam Gress became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. He came from a background in education as a middle school teacher and high school athletic coach, driven by a passion for serving others. Adam was drawn to MWA’s fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.

Sarah May has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. Today, Sarah continues to value MWA for its income potential, benefits, and the family atmosphere it fosters. She’s passionate about her grandchildren, gardening, reading, volunteering at schools, and caring for her pets.

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.