Financial representative

Modern Woodmen; Oregon (WI); On-site; USD 45,000 - 75,000; Full time

Job summary

Modern Woodmen of America is seeking financial representatives to help individuals develop tailored financial plans that illustrate current situations, outline future aspirations, and offer the tools and support needed to reach those goals.

You will work with members from diverse backgrounds to protect families, fund fraternal programs, and strengthen communities through trusted guidance, integrity, leadership, and teamwork.

Qualifications

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented.
• Focus on results/success driven.
• Can or have overcome adversity.
• Grow by helping others.

Skills

Integrity

Leadership

Teamwork

Results-driven

Resilience

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.