Financial representative

Modern Woodmen of America; Missouri; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan

Noncontributory pension plan

Group term life insurance

Expense-paid trips

Job summary

A leading fraternal benefit society is looking for a Financial Representative dedicated to helping individuals from all backgrounds achieve their financial goals. You will create tailored financial plans and provide guidance, ensuring members can protect their families and futures. This entry-level full-time position offers comprehensive training and the opportunity to positively impact lives while growing your career in the financial services industry.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain an active life insurance license.
• Ability to pass a background check.

Responsibilities

• Help individuals achieve financial goals.
• Create tailored financial plans.
• Provide financial guidance and products.

Skills

Leadership skills

Team-oriented

Results-driven

Integrity and character

Job description

Join to apply for the Financial representative role at Modern Woodmen of America

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.

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.
• 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’ll be well‑equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

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.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance, Sales, and Business Development

Industries

Financial Services, Insurance, and Investment Management