Financial representative

Modern Woodmen; Idaho; On-site; USD 60,000 - 90,000; Full time

Job summary

Modern Woodmen of America seeks financial representatives to help individuals achieve their financial goals through tailored plans and supportive tools.

The role focuses on guiding members, building plans, and contributing to community programs consistent with the fraternal mission.

Qualifications

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented and collaborative.
• Growth mindset: grow by helping others.

Responsibilities

• Create tailored financial plans illustrating current and future goals.
• Offer financial tools and support to help members reach goals.

Skills

Integrity

Leadership

Teamwork

Results-driven

Job description

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 $18 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 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.