Financial representative

Modern Woodmen; Washington; On-site; USD 50,000 - 85,000; Full time

Job summary

Modern Woodmen of America seeks financial representatives to help individuals across backgrounds achieve their financial goals. You will design and execute tailored financial plans reflecting current situations and future aspirations, using our tools and support.

As part of a fraternal organization with a strong community focus, you’ll work to protect families and futures, contributing to programs that enrich member lives and local communities.

Qualifications

• Demonstrate integrity and character.
• Proven leadership and team collaboration skills.
• Results-driven with a focus on outcomes.

Responsibilities

• Create and execute tailored financial plans for individuals.
• Illustrate members' current situations and future goals.
• Provide financial tools and support to help reach objectives.

Skills

Integrity

Leadership

Teamwork

Results-oriented

Resilience

Growth mindset

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.