Financial Representative - Entry Level

Polk Region - Modern Woodmen of America; Chesapeake (VA); Hybrid; USD 97,000 - 192,000; Full time

Benefits offered by this job

Commission-based pay

Training & development

Flexible schedule

Dental insurance

Health insurance

Vision insurance

Life insurance

Retirement package

Referral program

Professional development assistance

Strong benefits

Job summary

Polk Region - Modern Woodmen of America seeks a Financial Representative in Chesapeake, VA. This role pays through commissions and performance-based incentives, with training and development support to help you earn.

You will address members’ financial needs, demonstrate community leadership, and have the potential to recruit, train, and develop other representatives as the team grows. Flexible work-from-home options are available.

Qualifications

• Team spirited and enthusiastic attitude with a can-do mindset.
• Competitive by nature and driven to achieve goals.
• Genuine, authentic approach to helping members and communities.

Responsibilities

• Address members' financial needs and demonstrate leadership in the community.
• Potential to recruit, train and develop other financial representatives as the team grows.

Skills

Team spirit

Enthusiastic attitude

Competitive nature

Genuine and authentic

Education

SIE Certification

Life/Health License

Job description

Benefits:

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

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

Daniel Polk - Regional Director

• Personal Background: Devoted father and husband; played professional football in the German Football League before beginning with Modern Woodmen in 2012.
• Outside Interests: Enjoys playing with his young kids, boating at the lake with his wife and friends, hunting, and playing golf.
• Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Zach Mcdowell - Managing Partner:

• Began his career with Modern Woodmen in 2015.
• Formerly was a chemical engineer for Merck and Biogen before beginning with MW.
• Personally: Loves spending time with his wife and two daughters. Enjoys golfing, fishing, and traveling.

Shaye Polk - Financial Representative:

• Started with Modern Woodmen in 2022.
• Formerly spent 16 years as an adult medicine PA and had a practice of about 700 patients/clients.
• Personally: Enjoys watching football, tailgating, playing golf, and exploring great restaurants.

Clay Lockamon - Financial Representative:

• Began his career with Modern Woodmen in 2019.
• Was a college baseball player at UNC-Wilmington before starting with MW.
• Personally: Loves being a father and spending time with his daughter. Enjoys boating, duck hunting, playing golf, and spending time with friends.

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.