Financial Representative - Entry Level

Mason District - Modern Woodmen of America

Rapid City (SD)

Hybrid

USD 97,000 - 192,000

Full time

5 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

401(k)

401(k) matching

Company parties

Dental insurance

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Flexible schedule

Life insurance

Professional development assistance

Referral program

Job summary

The Mason District of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region and lead local initiatives. 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

Qualifications

SIE certification or willingness to obtain quickly
Life/Health license or willingness to obtain quickly
Some leadership or mentoring experience is a plus

Responsibilities

Address members' financial needs and provide guidance
Demonstrate leadership in the community and support local office growth
Potentially recruit, train and develop other financial representatives over time

Skills

Team spirit

Enthusiastic

Attitude

Competitive

Genuine

Drive

Job description

Benefits:

401(k)
401(k) matching
Company parties
Dental insurance
Health insurance
Opportunity for advancement
Training & development
Vision insurance

The Mason District 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.

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

Tobin Mason

is a Managing Partner who joined Modern Woodmen in 2007. Prior to that, he was an business leader, owning and operating several small businesses. Outside of work, Tobin enjoys spending time outdoors, traveling with his family, and coaching Little League baseball. His passion for people and community shines through both in and out of the office.

Lynn Walstad

has been a Financial Advisor with Modern Woodmen since 2008, starting his career at age 30. Before joining MWA, he worked in commercial window construction, traveling across a four-state area and spending most of his days outdoors. A proud father of five, Lynn stays busy with his children’s activities and helps run a family pheasant hunting business in the fall.

Adam Gress

became a Financial Advisor with Modern Woodmen in 2024 at the age of 41. He came from a background in education as a middle school teacher and high school athletic coach, driven by a passion for serving others. Adam was drawn to MWA’s fraternal mission and its impact on communities. Outside the office, he runs a wrestling academy in Northwest Iowa and stays active with his three kids through sports, club activities, and church involvement.

Sarah May

has been a Financial Advisor with Modern Woodmen since 2006, starting at the age of 28. She was drawn to the organization for its flexibility, which allowed her to thrive as a single mom while building a rewarding career. Today, Sarah continues to value MWA for its income potential, benefits, and the family atmosphere it fosters. She’s passionate about her grandchildren, gardening, reading, volunteering at schools, and caring for her 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:

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: