Associate Financial Representative

Modern Woodmen of America; Salida (CO); On-site; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Expense-paid trips

Bonuses and incentives

Job summary

A national financial services organization is seeking a Regional Field Recruiter in Salida, Colorado. In this role, you will help individuals achieve their financial goals through tailored financial plans. You'll receive thorough training and resources to succeed as a financial representative. This full-time position includes benefits like medical and dental insurance, a 401(k) plan, and bonuses.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain required licenses including life insurance and Series 6/7.
• Ability to pass a background check.

Responsibilities

• Help individuals achieve their financial goals.
• Create and execute tailored financial plans.
• Provide financial guidance and products.

Skills

Integrity

Leadership skills

Team-oriented

Results-driven

Relationship-building

Job description

Overview

Regional Field Recruiter at Modern Woodmen of America. Launch your financial services career with an organization that positively impacts thousands of families and communities each year.

About the role

Our financial representatives at Modern Woodmen of America help 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 $18 billion in assets. Fraternalism combines business with giving back to those we serve, creating 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 2024, Modern Woodmen spent $17.4 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.

Benefits and perks

• 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.

Modern Woodmen is an equal opportunity employer.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance, Business Development, and Sales

Industries

• Financial Services, Insurance, and Investment Management

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