Financial Representative - Entry Level

Pogue Region - Modern Woodmen of America; Colorado Springs (CO); On-site; USD 97,000 - 192,000; Full time

Benefits offered by this job

Starting income $97K–$192K+

Training & development

Mutual support culture

Credentials & recognition

Income growth opportunities

Benefits & retirement

Dental/Health/Vision

Flexible schedule

Life insurance

Professional development

Referral program

Job summary

The Pogue Region of Modern Woodmen is seeking a Financial Representative to drive growth in Colorado and build strong relationships with clients and the community. Ideal candidates hold the necessary state licenses or are willing to obtain them quickly and are motivated to make a meaningful impact.

This role offers flexible work-from-home options, leadership opportunities, and a path to advance within a supportive, team‑oriented culture that values development and service to members.

Qualifications

• Team-spirited and enthusiastic with a positive attitude.
• Willingness to obtain SIE and Life/Health licenses quickly.
• Desire to lead, develop others and grow the local office.

Responsibilities

• Address members' financial needs and demonstrate leadership in the community.
• Support growth of the local office; may recruit and train other representatives.

Skills

Team spirit

Enthusiastic

Positive attitude

Competitive

Education

SIE Certification

Life/Health License

Job description

Benefits:

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

The Pogue 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.

Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids

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

Jim Ed Pogue is the Regional Director with Modern Woodmen, now based in Colorado after growing up in the Quad Cities. Known for his ability to enhance and improve every situation he’s part of, Jim Ed has steadily climbed the ranks within the organization to reach a top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally.

Jacob Plowman is a Managing Partner with Modern Woodmen and has been with the organization for 1.5 years. Originally from California, Jacob moved to Colorado after college and brings energy and passion to his work in talent acquisition. Outside of the office, he enjoys skiing, hiking, and backpacking, and is passionate about connecting with others and helping new talent thrive within the organization.

Kallene Faris is a Financial Representative based in Pueblo, Colorado, and is well known for her kindness and the strong support she offers to new representatives. A true advocate for the fraternal mission of Modern Woodmen who has been with them for 15 years, Kallene is highly engaged in her local community. She enjoys gardening, spending time with her family, and volunteering both in Pueblo and at her church.

Mandi Tracey is a Managing Partner with Modern Woodmen and joined the team four months ago. She began her career in the casino industry before transitioning into the retirement sector and ultimately finding her passion in helping people improve their financial well‑being. Mandi loves the outdoors, enjoys crafting, and often travels to explore new places.

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:

• Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.
• 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 or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.

Required Active Financial Licenses:

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

Flexible work from home options available.