Financial Representative - Plan Futures, Protect Families

Modern Woodmen; Kenosha (WI); Hybrid; USD 40,000 - 75,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company-mp

Noncontributory pension plan

Group term life insurance

Expense‑paid trips, bonuses and other;

Job summary

Modern Woodmen of America seeks dedicated financial representatives to help individuals from diverse backgrounds achieve their financial goals. You will craft tailored plans that show members’ current situations, future ambitions, and the tools needed to reach them.

We value integrity, leadership, and a team-oriented, results-driven approach to serving communities. Roles emphasize building long-term relationships and contributing to fraternal programs.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families and futures.
• Create and execute tailored financial plans illustrating members' current situations and future goals.
• Build long-term relationships and participate in community initiatives.

Skills

Integrity & character

Leadership

Team-oriented

Results-driven

Overcome adversity

Volunteer spirit

Self-improvement

Relationship-building

Trustworthy & credible

Education

Active life insurance license

FINRA SIE registration

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America seeks dedicated financial representatives to help individuals from diverse backgrounds achieve their financial goals. You will craft tailored plans that show members’ current situations, future ambitions, and the tools needed to reach them.

We value integrity, leadership, and a team-oriented, results-driven approach to serving communities. Roles emphasize building long-term relationships and contributing to fraternal programs.