Financial representative

Modern Woodmen of America; Oklahoma City (OK); On-site; USD 60,000 - 80,000; 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 services organization is seeking a Financial Representative in Oklahoma City. This role involves providing financial guidance to members, building strong relationships, and tailoring financial plans to help families achieve their goals. Candidates should hold or be able to obtain necessary licenses, including life insurance and securities registrations. The organization offers comprehensive training and benefits including medical insurance, pension plans, and various incentives. Salary ranges from $60,000 to $80,000.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass background checks including regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members.
• Build relationships for membership growth and community impact.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven focus

Ability to build long-term relationships

Education

Active life insurance license

FINRA securities registration

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.

Key Responsibilities

• Provide financial guidance and products to help members protect their families and their futures.
• Offer products that fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs.
• Build and strengthen relationships, allowing for membership growth and greater community impact.

About you

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented.
• Results-driven focus.
• Have overcome adversity.
• Grow by helping others.
• Show volunteer spirit in the community.
• Enjoy building long-term relationships.
• Credible, trustworthy, and honest.

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.

Education & 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.

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.

Oklahoma City, OK  $60,000.00–$80,000.00