Financial representative jobs in United States
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Modern Woodmen of America · 2 hours ago

Financial representative

Modern Woodmen of America is a fraternal financial services organization dedicated to helping families achieve their financial goals. The financial representative role involves creating tailored financial plans and providing guidance and products to support members in protecting their families and futures.

FinanceFinancial ServicesLife Insurance
Hiring Manager
Reid P.
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Responsibilities

Our representatives provide financial guidance and products to help members protect their families and their futures
Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs
Our programs build and strengthen relationships, allowing for membership growth and greater community impact

Qualification

Life insurance licenseFINRA securities registrationSeries 6 licenseSeries 7 licenseSeries 63 licenseResults drivenCharacterLeadership skillsTeam-orientedIntegrityBuilding relationships

Required

Passion for bettering members' financial lives
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing

Benefits

Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.

Company

Modern Woodmen of America

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Modern Woodmen of America is a fraternal financial services organization.

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Lyphout
President and Chief Executive Officer
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Todd Swanson
Chief Financial Officer
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Company data provided by crunchbase