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Financial Representative - Entry Level

$97k - $192k

Slone Region - Modern Woodmen of America

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 Slone 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:

Jeremy Slone, Regional Director:
  • Jeremy transitioned to Modern Woodmen after 15 years at AT&T, looking for growth and fulfillment in his career. Now the Regional Director for West Virginia, hes grateful for the opportunities to lead and grow within the company. His goal is to develop 18 leaders over the next four years, empowering representatives to enhance their lives and make a meaningful impact.
  • Outside of work, Jeremy is a dedicated family man, married for over a decade with four children and a fifth on the way. He enjoys coaching basketball, hunting, fishing, and spending quality time with his family, always quick to credit his wife for working harder than he does!
Taylor Smith, Managing Partner:
  • Taylor joined Modern Woodmen with 10 years of experience in the financial services and insurance industry. As the Managing Partner in Morgantown, West Virginia, she focuses on driving growth and building a strong, purpose-driven team. Shes passionate about developing people and loves connecting with motivated individuals who want to do meaningful work while growing both personally and professionally.
  • Outside of work, Taylor is a proud mom of three kids under the age of five, which keeps life moving at a fast pace. Together, they stay active and enjoy traveling, attending church, and spending quality time with family and friends.
John Chafin, Managing Director:
  • Been with the organization for 5 years.
  • John was previously working in the coal industry.
  • Outside of work John enjoys spending time with his family, being involved in church, working out, listening to podcasts/finding ways to be better in his career and in life, and he loves being outdoors.
Michael Pennington, Meet District Agent:
  • Been with the organization for 4 years.
  • Prior was a lab technician at ARH.
  • Outside of work Michael loves spending time with his wife and 3 year old. He cherishes attending and preaching at local area churches and giving back to and participating in community events.
About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were 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, weve 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.

Vacancy posted 8 days ago
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