Financial representative

Modern Woodmen of America

Missouri

On-site

USD 40,000 - 60,000

Full time

14 days+

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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, bonuses and other incentives

Job summary

A leading financial services organization in Missouri is seeking a Financial Representative to provide guidance and support to members. As a representative, you will create tailored financial plans and help individuals protect their families and futures. The role requires integrity, leadership, and a passion for improving financial lives. Excellent benefits and training programs are offered. This is a full-time entry-level position with significant community impact.

Qualifications

Passion for bettering members’ financial lives.
Ability to obtain or already hold an active life insurance license.
Ability to pass a background check including regulatory and criminal standing.

Responsibilities

Create and execute tailored financial plans for members.
Provide financial guidance and products to help members.
Support members in achieving their financial goals.

Skills

Integrity

Leadership skills

Team-oriented

Results-driven

Building long-term relationships

Trustworthiness

Job description

Financial Representative

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 $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.

Representatives provide financial guidance and products to help members protect their families and futures.
Products fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs.
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 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.
Results‑driven.
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 will 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 Series 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