Financial Representative - Entry Level

Smith Region - Modern Woodmen of America

Fate (TX)

On-site

USD 97,000 - 192,000

Full time

14 days+

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Benefits offered by this job

Starting income 97K–192K+

Exclusive training and development

Flexible schedule

Dental, health, and vision insurance

Life insurance

Retirement package

Referral program

Job summary

Modern Woodmen is seeking a Financial Representative to lead the growth of the Smith Region and serve local members with financial guidance. The role emphasizes licensing or rapid willingness to obtain appropriate credentials, leadership, and community impact.

The position offers a path to team development, training opportunities, and a culture of mutual support, with flexible work-from-home options to fit lifestyle and responsibilities.

Qualifications

Team Spirited, enthusiastic with a great attitude when facing challenges.
Competitive nature or experience as a former athlete is a bonus.
Genuine and authentic, with a drive to contribute and achieve goals.

Responsibilities

Address members’ financial needs and demonstrate leadership in the community.
Support growth of the local office and help recruit/train new financial representatives.
Develop and maintain client relationships while providing guidance and service.

Skills

Team Spirit

Athletic background

Positive attitude

Education

SIE Certification or willingness to obtain

Tools

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 Smith 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:

Tim Smith, Regional Director:

Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes.

Personal Milestone: Husband and father who loves spending time with his family.

Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.

Roque Moreira:

Role: Manager based in Dallas.

Background: Previously in management with a competitor before joining MWA in November last year.

Personal: Family-oriented LDS member with three boys, actively involved in church and community.

Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.

Jackson Hauser:

Role: Managing Partner (MP) based in Dallas.

Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role.

Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup.

Office: Leads a team of three in Dallas.

Tim Eaton:

Role: Managing Partner (MP) in Denton.

Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans.

Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.

Meghann Moon:

Role: FIC – Investment Advisor Representative, Sr. Advisor.

Background: Previously in Hospitality Sales & Management for about 17 years.

Personal: Enjoys cooking, reading, traveling, and spending time with her husband and two pets.

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.