Associate Financial Representative

Modern Woodmen of America; Rockwall (TX); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking organization dedicated to positively impacting families and communities. As a financial representative, you'll help individuals achieve their financial goals through tailored plans and expert guidance. With a strong commitment to integrity and community service, you'll thrive in an environment that values relationships and personal growth. Supported by comprehensive training and resources, you will be equipped to make a significant difference in the lives of others while enjoying competitive benefits and incentives. This is an exciting opportunity to launch your career in financial services and contribute to meaningful change in your community.

Benefits

Paid medical insurance

Paid dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips

Additional bonuses and incentives

Qualifications

• Passion for improving members' financial lives.
• Ability to obtain necessary financial licenses.

Responsibilities

• Provide financial guidance and products to members.
• Create tailored financial plans for individuals.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Ability to overcome adversity

Building long-term relationships

Volunteer spirit

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Modern Woodmen of America

Recruiting Coordinator at Modern Woodmen of America

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.

About the role

Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

About Modern Woodmen of America

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.

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.

We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community!

In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.

About you

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented.
• Focus on results/success driven.
• Can or have overcome adversity.
• Grow by helping others.
• Show volunteer spirit in the community.
• Enjoy building long-term relationships.
• Credible, trustworthy and honest.

Education and training

Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

Qualifications

• 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.

This is primarily a performance/sales-based position with the following additional benefits and perks:

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

Modern Woodmen is an equal opportunity employer.

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Sales, and Business Development

Industries

Insurance, Investment Management, and Financial Services