Financial Representative - Entry Level

Marsh Region - Modern Woodmen of America; Hernando (MS); Hybrid; USD 97,000 - 192,000; Full time

Benefits offered by this job

Starting income 97K–192K+

Training & development

Mutual support culture

Credential recognition

Income growth opportunities

Retirement package

Health insurance

Flexible schedule

Life insurance

Professional development

Referral program

Work-from-home options

Job summary

The Marsh Region of Modern Woodmen is seeking a Financial Representative to help spearhead regional growth. Ideal candidates hold the required state license or are willing to obtain it quickly, and are motivated to make a meaningful impact on clients and the community.

As a Financial Representative, you will lead efforts, recruit, train, and develop other representatives over time, building a growing team while delivering financial solutions and community service.

Qualifications

• SIE Certification or willingness to obtain quickly.
• Life/Health license or willingness to obtain quickly.
• Team-spirited with a positive attitude and drive to contribute.

Responsibilities

• Lead regional growth and community outreach as a Financial Representative.
• Recruit, train, and develop other financial representatives over time.
• Provide financial solutions and fiduciary guidance to members.

Skills

Team Spirit

Athletic background

Job description

The Marsh 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:

Jonathan Marsh - Regional Director

• Personal Background: Father of two children and married for 25 years.
• Outside Interests: Enjoys both golf and bass fishing, is very passionate about family.
• Professional Journey: Began his career with Modern Woodmen in 2007; started his career as a UPS driver.
• 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.

Jim Brown - Financial Representative:

• Managing Partner with Modern Woodmen since 2009.
• Jim formerly worked for AFR Radio.
• Personally: Passionate about running, has a wife Candace and 4 kids; his boys hold most of the MS Cross Country State Records.

Brandon Palmer - Financial Representative:

• Began working for Modern Woodmen in 2021.
• Brandon formerly worked for an insurance agency before making the transition to Modern Woodmen.
• Personally: Serves as a youth pastor at his church; has a wife Casey, two daughters and an adopted son.

Steven Eaton - Managing Partner:

• Began working for Modern Woodmen in 2010.
• Was a general contractor before coming to Modern Woodmen.
• Personally: Passionate about anything and everything baseball. Has a wife Jessica, and two sons. The oldest son is entering their business, the youngest son is playing baseball at Pearl River.

Ron Bradley - Managing Partner:

• Started at Modern Woodmen in 2007.
• Formerly was a business owner of his own lawn and spraying business.
• Personally: Married with 3 children. Loves all types of outdoor activities and is really big into travel baseball.

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.