Financial Representative - Entry Level

Michigan Region - Modern Woodmen of America; Kalamazoo (MI); 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

Professional development assistance

Referral program

Mutual support culture

Job summary

Modern Woodmen's Michigan Region is seeking a Financial Representative to help spearhead growth in the local office. This opportunity is ideal for someone who holds the appropriate state licenses, or is willing to obtain them quickly, and is motivated to make a meaningful impact on clients and the community.

The role offers flexible work options, extensive training and development, a commission-based earnings structure, and a path to recruit and train other representatives as the team expands.

Qualifications

• Team-spirited, enthusiastic with a can-do attitude.
• Competitive mindset and drive to achieve goals.
• Genuine, authentic with willingness to contribute and grow.

Responsibilities

• Lead community outreach and address members' financial needs.
• Potential to recruit and train other financial representatives over time.
• Support growth of the local office and team.

Skills

Team spirit

Competitive mindset

Genuine & 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
• Training & development
• Vision insurance

The Michigan 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:

Scott McDonald – Regional Director

• Personal Background: Dedicated father and grandfather; cherishes time with family, especially given the 1,000-mile distance from his kids and grandkids, making every visit special.
• Outside Interests: Enjoys playing golf and brewing beer in his free time. A passionate San Francisco 49ers fan.
• Professional Journey: Began his career with Modern Woodmen in August of 1990 after working as a store manager in retail. Transitioned into the financial services industry to make a greater impact on people’s lives.
• Core Values: Values strong personal connections and meaningful relationships, both professionally and personally.
• Vision at Modern Woodmen: Committed to fostering a supportive and people-first environment where individuals and families can build secure financial futures.

Andrew Beers - Managing Director:

• How long with MWA: Started with Modern Woodmen in July 2014.
• Prior Experience: Just graduated college and was interviewing for financial planning/analyst roles. Found Modern Woodmen on CareerBuilder.com.
• Personally: Loves spending time with family, especially at the pool or at the cottage up north on the lake. Enjoys pickup basketball, weightlifting, and golf. He also enjoys time with friends and exploring new activities and restaurants.

Grace Braatz-Opper - Financial Representative:

• How long with MWA: Started with Modern Woodmen in 2015.
• Prior Experience: Was a senior in college, working full time, flipping houses, and coaching volleyball.
• Personally: Passionate about her wonderful husband, traveling up north to Charlevoix in the summers, and traveling out of state during the winter months. Loves pickleball, jet skiing, and spending time with friends and family. Also a new football fan—Go Lions!

Chaz King - Financial Representative:

• How long with MWA: Started with Modern Woodmen in August 2014.
• Prior Experience: Worked in the entertainment business as a magician and hypnotist.
• Personally: Passionate about his wife and kids, spending time with family and friends, and music. Loves anything outdoors and considers his lake house up north his sanctuary. Big Detroit Lions fan. Enjoys playing golf and basketball, working out, and is a big health and wellness enthusiast.

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

Applications will be reviewed on a rolling basis.

Flexible work from home options available.