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

Commissions & incentives

Training & development

Flexible schedule

Health insurance

Dental insurance

Vision insurance

Life insurance

Retirement package

Referral program

Professional development assistance

Work-from-home options

Job summary

The Foster Region of Modern Woodmen is actively seeking a Financial Representative to lead the continued growth of the region. This role requires the appropriate state licensing or a fast-track plan to obtain it, with a focus on meaningful community impact and leadership development.

Ideal candidates will possess the drive to lead, develop others, and play a key role in building a growing team, with a strong emphasis on client service and financial guidance.

Qualifications

• Must hold active state licenses or be willing to obtain quickly.
• Strong interpersonal and leadership capabilities.
• Motivated to build and grow a local team.

Responsibilities

• Address members’ financial needs and provide financial guidance.
• Demonstrate leadership in the community and contribute to regional growth.
• Recruit, train, and develop other financial representatives over time.

Skills

Team spirit

Enthusiastic

Attitude

Competitive

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.

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

Chad Foster - Regional Director

• Personal Background: Devoted father of two children, Braden and Collins and husband to his wife Casey; had many business endeavors growing up.


• Outside Interests: Enjoys smoking brisket or ribs while watching either the Cowboys, Mavericks, Rangers or Longhorns. He loves spending time with the family playing golf, tennis or hanging out at the pool and is active in their church!


• Professional Journey: Began his career with MWA in 2008 after graduating from college and playing football.


• Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Bennett Sperber III - Managing Partner:

• Managing Partner with Modern Woodmen since 2016.


• Prior Experience: Bennett worked in construction as a superintendent and travelled around the world pursuing a career out of professional soccer.


• Personally: Husband and a father to his two children. He enjoys watching his kids grow in their athletic journeys and while he does that, sets the example by staying fit through CrossFit, playing soccer, and the occasional golf outing.

Joshua Leung - Financial Representative:

• Financial Representative with Modern Woodmen since 2018.


• Prior Experience: Was a college student interning for another financial service firm.


• Personally: Really involved in his church/serving with my Bible study, but also loves playing music (guitar/drums/piano) and sports like basketball, surfing, and Spikeball.

Austin Beneteau - Financial Representative:

• With Modern Woodmen since 2016.


• Prior Experience: Was the general manager for a construction company located in the Coachella Valley.


• Personally: Passionate husband and father. One of their favorite things has been going to zoos which his son especially enjoys. Golf has been great therapy while also being a fantastic date activity!

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

Flexible work from home options available.