Financial Representative & Community Impact Leader

Modern Woodmen; Chelan (WA); Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America seeks financial representatives who help individuals and families reach their financial goals through tailored plans and professional guidance. You will build lasting relationships, provide financial products, and support members in achieving long-term stability within their communities.

The role emphasizes integrity, leadership, and a results-driven mindset, with a focus on volunteer spirit and community engagement.

Qualifications

• Passion for improving members’ financial lives.
• Ability to obtain or hold: active life insurance license, FINRA SIE, Series 6/7 and 63 as required by state.
• Ability to pass a background check including regulatory, criminal and financial status.

Responsibilities

• Provide tailored financial guidance and products to members.
• Build long-term relationships and help members pursue their goals.
• Deliver financial plans and ongoing support through community involvement.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Volunteer spirit

Job description

Modern Woodmen of America seeks financial representatives who help individuals and families reach their financial goals through tailored plans and professional guidance. You will build lasting relationships, provide financial products, and support members in achieving long-term stability within their communities.

The role emphasizes integrity, leadership, and a results-driven mindset, with a focus on volunteer spirit and community engagement.