Financial Representative: Build Futures & Community Impact

Modern Woodmen of America; Oak Creek (WI); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Paid medical and dental insurance.

401(k) with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America is seeking financial representatives to help members achieve their financial goals through tailored planning and comprehensive guidance. You will deliver financial products and services that protect families and futures while building lasting relationships within communities.

The role emphasizes integrity, leadership, teamwork, and volunteer spirit, with support through education, mentorship, and ongoing professional development.

Qualifications

• Demonstrate integrity and character.
• Demonstrate leadership and team orientation.
• Willingness to grow through community impact and volunteering.

Responsibilities

• Help individuals and families achieve financial goals by creating tailored plans.
• Provide financial guidance and products to protect families and futures.
• Build long-term relationships with members and communities.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Volunteer spirit

Relationship building

Education

Active life insurance license

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America is seeking financial representatives to help members achieve their financial goals through tailored planning and comprehensive guidance. You will deliver financial products and services that protect families and futures while building lasting relationships within communities.

The role emphasizes integrity, leadership, teamwork, and volunteer spirit, with support through education, mentorship, and ongoing professional development.