Financial representative

Modern Woodmen of America; Town of Florida (NY); On-site; USD 40,000 - 60,000; 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 prominent fraternal benefit society in New York is seeking entry-level Financial Representatives to assist members in achieving financial goals through tailored plans. Ideal candidates show integrity, leadership, and a passion for helping others. Comprehensive training and benefits such as medical insurance, a 401(k) plan, and paid expenses ensure a supportive work environment. Join a mission-driven team committed to making a positive impact in the community.

Qualifications

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

Responsibilities

• Create tailored financial plans for members.
• Provide financial guidance and products.
• Support members in achieving their financial goals.

Skills

Leadership skills

Team-oriented

Focus on results

Integrity and character

Building long-term relationships

Education

Active life insurance license

FINRA securities registration

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.

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.

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Finance, Sales, and Business Development

Industries

• Financial Services, Insurance, and Investment Management

Modern Woodmen is an equal opportunity employer.