Financial Planner & Community Impact Leader

Modern Woodmen; Florida; On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) retirement plan with company 
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Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America is recruiting financial representatives in the United States to help individuals achieve their financial goals through tailored plans and guidance.

The role emphasizes integrity, leadership, and relationship-building, with education and training to support licensing (life insurance, FINRA SIE, Series 6/7, 63) and ongoing professional growth, plus strong community involvement.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA securities registration (SIE), Series 6/7, and Series 63 as required by state.
• Ability to pass a background check including regulatory, criminal and financial standing.

Responsibilities

• Develop and implement tailored financial plans for members.
• Provide financial guidance and products to protect families and futures.
• Build and maintain long-term relationships with members.

Skills

Integrity

Leadership

Team oriented

Results driven

Community focus

Relationship building

Education

Active life insurance license

FINRA SIE registration

Series 6/7 license

Series 63 license

Tools

Background check clearance

Job description

Modern Woodmen of America is recruiting financial representatives in the United States to help individuals achieve their financial goals through tailored plans and guidance.

The role emphasizes integrity, leadership, and relationship-building, with education and training to support licensing (life insurance, FINRA SIE, Series 6/7, 63) and ongoing professional growth, plus strong community involvement.