Financial Representative - Seeking Growth

Anderson Region - Modern Woodmen of America; Lehi (UT); Hybrid; USD 97,000 - 192,000; Full time

Benefits offered by this job

Commissions and performance-based pay

Extensive training & development

Strong benefits and retirement package

Dental insurance

Health insurance

Vision insurance

Flexible schedule

Life insurance

Professional development assistance

Referral program

Company parties

Training & development programs

Job summary

Anderson Region - Modern Woodmen of America is seeking a Financial Representative to lead client service and community engagement in Lehi, Utah. The role emphasizes developing people, expanding the regional office, and delivering tailored financial solutions for members.

Flexible work-from-home options are available. Training and advancement opportunities are highlighted, with a strong focus on building a growing, supportive team and pursuing professional credentials.

Qualifications

• Team spirit and a positive attitude to meet challenges.
• Competitive by nature.
• Genuine and authentic with drive to contribute and achieve goals.

Responsibilities

• Address members’ financial needs with leadership in the community.
• Support the continued growth of the local office.
• Recruit, train, and develop other financial representatives.
• Contribute to the overall success of the team.

Skills

Team Spirit

Enthusiastic

Competitive Nature

Tools

SIE Certification

Life/Health License

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 Anderson 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:

Ryan Anderson - Regional Director

• Personal Background: Devoted husband and father of two children.
• Outside Interests: Enjoys spending time with his wife and two kids, as well as watching Fighting Illini sports.
• Professional Journey: Graduated from the University of Illinois and immediately began a career with MWA in 2007.
• Vision at Modern Woodmen: Found a supportive career home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Jon Ostler - Managing Partner:

• Began his career with Modern Woodmen in 2013.
• Jon was formerly in manufacturing in the heat sensor and alarm industry before beginning with MWA.
• Personally: Jon enjoys spending time with his wife, five kids, and two grandkids. He also loves ATV riding, fishing, camping, and cheering for the Kansas City Chiefs, inspired by Coach Andy Reid's leadership and alignment with LDS values.

Terry Downs - Financial Representative:

• Started with Modern Woodmen in 2004.
• Had a very successful career as a top salesman at a local phone store before starting with MWA.
• Personally: Very passionate and committed to career growth and wanting to help the younger generation grow in their career and prosper financially.

Doug Hunt - Financial Representative:

• Began with Modern Woodmen in 2009.
• Doug was formerly a high school teacher and coached. Also ran his own tree service business.
• Personally: Very passionate about spending time with his family and working with his kids to help them get ahead. Enjoys running, biking, fishing, and watching college sports.

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.