Associate Financial Representative

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

Job summary

Join a dynamic organization that empowers individuals to achieve their financial dreams! As a financial representative, you'll provide essential guidance and support, helping families navigate their financial journeys. With a focus on integrity and community impact, this role offers you the chance to make a real difference in people's lives. You'll receive comprehensive training and mentorship, ensuring you're equipped to succeed in a rewarding career. Enjoy a supportive environment where your contributions are valued, and be part of a mission-driven team dedicated to enriching the lives of members across the nation. This is your opportunity to thrive in a fulfilling career while positively impacting your community.

Benefits

Paid medical and 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 bettering members' financial lives.
• Ability to obtain necessary licenses as required by state.

Responsibilities

• Provide financial guidance and products to members.
• Create tailored financial plans to achieve members' goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Overcoming 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