Financial Representative

Westminster Chamber; Commerce City (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) matching

Bonuses

Flexible schedule

Professional development

Job summary

Modern Woodmen of America is seeking a financial representative to help clients plan for financial security through life insurance, annuities, investments and other products. You’ll build your business locally, leveraging a team and mentoring support from leadership.

The role emphasizes an entrepreneurial approach, ongoing training, and opportunities for advancement within a flexible framework and a strong benefits package.

Qualifications

• Entrepreneurial mindset and self-motivation are essential.
• Willingness to engage with potential clients and build relationships.
• Commitment to ongoing learning and professional growth.

Responsibilities

• Help clients plan for financial security using life insurance, annuities, investments and other products.
• Build and grow a Modern Woodmen business locally and through client networks.
• Participate in training and business development programs to expand market reach.

Skills

Entrepreneurial spirit

Approaching people

Desire and determination

Coachable and willing to learn

Wants to help others

Positive attitude and integrity

Job description

About the Role

People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are.

At Modern Woodmen of America, we have passion and purpose. We believe in what we do. And we’re rewarded with excellent benefits, flexibility and friendships that last a lifetime.

Your mission as a financial representative is to help your clients (Modern Woodmen members) plan for their financial security through life insurance, annuities, investments and other financial products. ? This career is great for those who …

Who We’re Looking For

• Have an entrepreneurial spirit.
• Are comfortable approaching people.
• Have desire and determination.
• Have coachable and willing to learn.
• Want to help others.
• Have a positive attitude, good character and integrity.

Why You’ll Enjoy this Role

• An excellent benefits package, including medical and dental insurance and a matching 401(k) plan.
• Unlimited income potential.
• Expense-paid trips, bonuses and other incentives.
• Aflexible schedule that lets you maintain a great work-life balance.
• Opportunities for professional development and advancement.

Why financial services?

At Modern Woodmen, you’ll find yourself in a career that’s in high demand. A career in the financial services industry consistently ranks among the best business careers in the U.S.

Q&A

Will I be all on my own? Nope. You can work as part of a team of professional financial representatives, get advice from a mentor in the business, and receive support from a managing partner and/or regional director.

What if I don’t know much about financial services? We’ll teach you. Modern Woodmen provides in-depth training to meet your members’ needs today and tomorrow and to expand your market in the future.

Will I receive financial help getting started? Yes. Through Modern Woodmen’s business development program, you can earn cash up front to help get your business up and running.

Will I have access to products people need? You bet! Through Modern Woodmen and its subsidiaries, you’ll have all the tools you need to meet the financial needs of families and small businesses. We offer an extensive portfolio of products that are high-quality and highly competitive.

Additional Information

Start benefiting from your Chamber membership today. Sign up today and get your business more exposure. Connect and grow your business with the Chamber.

At present, we are by appointment only. Call or Email to book a time.