Financial representative

Modern Woodmen; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company/eg

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen is seeking a financial representative in San Francisco, CA, to create tailored financial plans and guide members toward their financial goals. You will illustrate current situations, outline future aspirations, and provide tools and support to help members protect their families.

The role emphasizes integrity, leadership, team collaboration, and a volunteer spirit, with opportunities to grow and impact local communities through fraternal programs.

Qualifications

• Active life insurance license and FINRA registrations required or obtainable.
• Background check including regulatory, criminal and financial standing will be passed.

Responsibilities

• Develop and execute tailored financial plans illustrating clients' current situations and future goals.
• Provide financial tools and guidance to help members protect their families and futures.
• Build long-term relationships and contribute to community impact through fraternal programs.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Volunteer spirit

Relationship building

Self-improvement

Education

Life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

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.
• Show volunteer spirit in the community.
• Look for self-improvement opportunities.
• 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.