Financial Representative - Seeking Growth

Wisconsin Region - Modern Woodmen of America; Milwaukee (WI); Remote; 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

Opportunity for advancement

Training & development

Vision insurance

Job summary

Wisconsin Region of Modern Woodmen of America is seeking a Financial Representative to grow and serve our member base. You will address financial needs, demonstrate leadership in the community, and help expand the local office by recruiting, training, and developing other representatives.

Flexible work options support work-life balance and ongoing professional development opportunities. Join a member-owned fraternal financial services organization with a long history and strong community focus.

Qualifications

• Team-spirited, enthusiastic, and a positive attitude when facing challenges.
• Competitive by nature.
• Genuine and authentic, with a willingness and drive to contribute and achieve goals.

Responsibilities

• Address members’ financial needs and demonstrate leadership in the community.
• Support the growth of the local office by recruiting, training and developing other financial representatives.

Skills

Team spirit

Enthusiasm

Positive attitude

Competitive nature

Job description

Benefits:

• 401(k)


• 401(k) matching


• Company parties


• Dental insurance


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance

The Wisconsin 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.

Meet Our Regional Director:

Danny Frey II is Regional Director for Modern Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community involvement. With nearly 19 years in the industry, Danny brings a blend of experience, leadership, and dedication to Modern Woodmen’s mission of making lives better through service and fraternalism. Before joining the organization in 2007, he owned and operated his own bar and grill, which fueled his passion for building relationships and leading with purpose. Outside of work, Danny enjoys supporting his kids’ sports and spending time working on cars.

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.