Associate Financial Representative

Michigan Region - Modern Woodmen of America; Ann Arbor (MI); Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking driven individuals with a competitive spirit to join their team as Financial Representatives. This role offers the opportunity to make a meaningful impact in clients' lives while enjoying a supportive and growth-oriented environment. With a focus on professional development and community engagement, candidates will thrive in a culture that values teamwork and personal achievement. Flexible work-from-home options are available, making it an attractive opportunity for those looking to balance work and life while pursuing a rewarding career in financial services.

Benefits

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Life insurance

Qualifications

• Team-oriented and goal-driven individuals are preferred.
• Athletic or military background is a bonus.

Responsibilities

• Consult with members to assess needs and recommend solutions.
• Build and maintain client networks through referrals.

Skills

Team-oriented

Enthusiastic

Positive attitude

Self-starter

Community-focused

Coachable

Goal-driven

Education

College degree

Job description

Benefits:

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

Are you a former athlete or someone with a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Michigan Region - Modern Woodmen of America is looking to add a new Financial Representative (future Financial Representative once licensing is achieved) to our team. We are a group of driven, ambitious professionals eager to impact lives as we expand across the region.

The Michigan Region - Modern Woodmen of America is committed to excellence as a flagship region. Our fraternal difference enables us to serve our clients and communities meaningfully. We focus on creating financial security and peace of mind, ensuring growth and opportunity for those we serve, guided by fraternal values to make a positive impact on individuals and families throughout Michigan.

Watch this short video to see how sharing meaningful moments can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck

About Modern Woodmen:

Modern Woodmen is about people—created for members, owned by them. With over 700,000 members, we've been touching lives and securing futures since 1883. Our financial strength is backed by over $18 billion in assets, high-quality diversified investments, and a surplus of $2.42 billion with a solvency ratio of 116.41%, affirming our commitment to long-term stability.

Meet some of our local leaders:

• Scott McDonald – Regional Director
• Personal: Dedicated father and grandfather, values family time, especially given the long-distance visits.
• Interests: Golf, brewing beer, San Francisco 49ers fan.
• Journey: Started in 1990 after retail management; transitioned to make a greater impact.

• Andrew Beers - Managing Director
• Joined: July 2014
• Background: Graduated college, found Modern Woodmen via CareerBuilder.
• Personal: Enjoys family, pool, cottage, basketball, weightlifting, golf, exploring new activities.

• Grace Braatz-Opper - Financial Representative
• Joined: 2015
• Background: Senior in college, full-time worker, house flipper, volleyball coach.
• Personal: Traveling, pickleball, jet skiing, family, and football fan.

• Chaz King - Financial Representative
• Joined: August 2014
• Background: Former magician and hypnotist.
• Personal: Family-oriented, outdoors enthusiast, Detroit Lions fan, golf, basketball, health.

Role Responsibilities:

• Member Consultation: Assess client needs and recommend solutions.
• Customer Service: Address inquiries and resolve issues promptly.
• Networking: Build and maintain client networks through referrals and community engagement.
• Training and Development: Engage in ongoing professional growth.
• Target Achievement: Meet or exceed business goals.

Perks/Benefits:

• Strong income potential and client leads.
• Support to recruit, train, and develop a team.
• Exclusive training and development opportunities.
• Supportive environment and culture.
• Recognition and credentials.
• Growth opportunities in income and character.
• Benefits: Dental, health, vision insurance, flexible schedule, life insurance, professional development, referral program.

Qualifications:

• Team-oriented, enthusiastic, positive attitude, self-starter, community-focused, coachable.
• Bonus: Athletic or military background.
• Goal-driven, willing to obtain state insurance license.
• Preferred: College degree (not required).

If you're ready to unleash your competitive drive and change lives, join us. Flexible work-from-home options are available.