Financial Representative - Seeking Growth

Mays Region - Modern Woodmen of America; Charlotte (NC); Remote; USD 97,000 - 192,000; Full time

Benefits offered by this job

Commissions & incentives

Training & development

Flexible schedule

Health, dental, vision insurance

Retirement benefits

Career advancement

Job summary

Modern Woodmen of America’s Mays Region seeks a Financial Representative to help drive growth and serve members in the Carolinas. You’ll leverage your licensing and leadership skills to build relationships, address client needs, and contribute to a growing local office.

This role offers commission-based pay with strong earning potential, plus training, advancement opportunities, and a flexible work schedule.

Qualifications

• Must have SIE certification or willingness to obtain quickly.
• Life/Health license or willingness to obtain quickly.
• Ability to lead, recruit, and develop others within the team.
• Desire to impact clients and the community in a meaningful way.

Responsibilities

• Address members’ financial needs and provide guidance.
• Demonstrate leadership in the community and support office growth.
• Potentially recruit, train, and mentor other financial representatives over time.
• Contribute to building a strong, collaborative regional team.

Skills

Team spirit

Enthusiasm

Competitive nature

People skills

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

The Mays 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.

About Keith Mays - Regional Director of The Carolinas:

Keith considers himself the luckiest man alive, blessed with a beautiful family of four children, including a 12-year-old son and 10-year-old triplet girls. Married to his wonderful wife and best friend, Jean, Keith's life revolves around family and a shared love for outdoor activities such as hiking, skiing, kayaking, camping, and golf. The majority of their time is devoted to supporting their children's sports and activities, emphasizing the importance of family bonds.

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.