Financial Representative

Spokanevalleychamber; Spokane (WA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) match

Pension plan

Life insurance

Trips & incentives

Job summary

Modern Woodmen of America is seeking a financial representative to help members achieve their financial goals through tailored plans and personalized guidance.

You will build relationships in the Spokane area, provide financial products, and support community initiatives while upholding integrity and licensing compliance.

Collaborate with local organizations, conduct risk assessments, and educate members on retirement, college funding, and protection strategies.

Qualifications

• Active life insurance license and FINRA registrations as required by state.
• Series 6 and/or 7 license and Series 63 license.
• Must pass background check including regulatory, criminal and financial standing.

Skills

Integrity

Leadership

Teamwork

Results-driven

Resilience

Helping others

Volunteer spirit

Relationship building

Trustworthy

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

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.

• 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 and 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.

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.