Financial Representative - Entry Level

Lonergan Region - Modern Woodmen of America; Austin (TX); Hybrid; USD 97,000 - 192,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Life insurance

Professional development assistance

Referral program

Job summary

The Lonergan Region of Modern Woodmen is seeking a Financial Representative to help spearhead growth in the region. If you hold the required state license or can obtain it quickly, you will lead client engagements, build a growing team, and create impact in the community.

This role offers strong commission earning potential, extensive training and development, and a path to leadership within a supportive, growth-oriented office environment.

Qualifications

• Team-oriented, enthusiastic attitude with a drive to contribute and achieve goals.
• Willingness to obtain required licenses quickly to serve clients.

Responsibilities

• Lead growth of the Lonergan Region within Modern Woodmen.
• Recruit, train, and develop other financial representatives.
• Engage with clients and communities to provide financial solutions.

Skills

Team Spirit

Competitive

Authentic

Education

SIE Certification or Willingness to Obtain

Life/Health License or Willingness to Obtain

Job description

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

The Lonergan Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.

Learn more about Modern Woodmen's community impact and fraternal programs at ModernWoodmen.org.

Check out the varying backgrounds of some of our local leaders:

Luke Lonergan is a Regional Director who joined Modern Woodmen in 2018. Prior to that, he worked at Apple and was fast-tracked through leadership development. He entered the business with a passion for being a leader in his community. Outside of work, Luke enjoys spending time with his four children, smoking barbecue, supporting local charities, and mentoring young professionals.

Anna McClellan is a Financial Representative who joined Modern Woodmen in 2025. She previously worked as a 4th grade elementary teacher and is deeply involved in her children’s activities, including serving as PTA leader at their school. Coming from a family of local business owners, Anna brings strong interpersonal skills and a passion for connecting with people and making an impact in her community.

Levi Matthews is a Managing Partner who joined Modern Woodmen in 2024. Before that, he worked at New York Life and spent over 20 years coaching basketball. Levi was drawn to Modern Woodmen’s strong team culture and clear pathway to leadership. As part of a growing team, he saw the opportunity to build a bright future for his family while helping others succeed.

About Modern Woodmen:

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

The Role of Financial Representative:

As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.

Perks/Benefits:

• This position is compensated through commissions and performance-based incentives. Based on historical results, representatives may earn approximately $97,000–$192,000 annually; actual earnings vary and are not guaranteed.
• Exclusive training/development with experienced financial services professionals supporting you.
• An environment and culture of mutual support and growth.
• Attainment of prestigious credentials and recognition.
• Consistent opportunities for growing your income and character.
• Strong benefits and retirement package.
• Dental, health, and vision insurance
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program

Qualifications:

• Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
• Possessing a competitive nature
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand

Required Financial Licenses:

• SIE Certification or Willingness to Quickly Obtain
• Life/Health License or Willingness to Quickly Obtain

Flexible work from home options available.