Financial representative

Modern Woodmen of America; Connecticut; On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

A fraternal financial service organization seeks a Financial Representative in Connecticut. This role focuses on providing tailored financial guidance to families, supporting member programs, and building client relationships. Ideal candidates will show integrity, leadership skills, and a commitment to enhancing the financial lives of others. Comprehensive training and benefits, including medical insurance and retirement plans, are offered. Join us to make a positive impact in your community.

Qualifications

• Passion for bettering members' financial lives.
• Ability to pass a background check, including satisfactory regulatory, criminal, and financial standing.
• Ability to pass a background check that includes regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products for families.
• Support member programs that enhance lives and meet local needs.
• Build relationships to drive membership growth.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Relationship building

Education

Life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

Join to apply for the Financial representative role 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.

• Provide financial guidance and products to help members protect their families and their futures.
• Support member programs that enrich members' lives and meet local needs.
• Build and strengthen relationships to drive membership growth and community impact.

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 is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.

About you

• Show integrity and character.
• Demonstrate leadership skills.
• Be team‑oriented.
• Focus on results and success driven.
• 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. 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.

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.