Financial Representative Seeking Growth

Foster Region - Modern Woodmen of America; Laguna Hills (CA); Hybrid; USD 97,000 - 192,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Health insurance

Life insurance

Professional development assistance

Vision insurance

Referral program

Job summary

Foster Region - Modern Woodmen of America in Laguna Hills is seeking a Financial Representative to address financial needs, demonstrate leadership, and support local office growth. The ideal candidate will hold the necessary licenses or be willing to obtain them. This position offers competitive income ranging from $97K to $192K+, benefits including health and dental insurance, and opportunities for professional development. Flexible work options are available, making it a great opportunity for motivated individuals.

Qualifications

• Strong desire to lead and develop others.
• Motivation to make a meaningful impact on clients.
• Willingness to quickly obtain required financial licenses.

Responsibilities

• Address members’ financial needs and demonstrate leadership.
• Support the growth of the local office and team.
• Recruit, train, and develop other financial representatives.

Skills

Team Spirited

Enthusiastic

Great Attitude

Competitive Nature

Genuine and Authentic

Education

SIE Certification

Life/Health License

Job description

Benefits

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

The Foster 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.

Role Overview

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 and Compensation

• Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.
• Exclusive training/development with experienced financial services professionals.
• 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

• 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.
• Deadline: Apply soon as this position will go fast.

Flexible work from home options available.