Financial Representative - Seeking Growth

Erickson Region - Modern Woodmen of America; Omaha (NE); Remote; USD 97,000 - 192,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Life insurance

Professional development assistance

Referral program

Job summary

Modern Woodmen is seeking a Financial Representative in the Erickson Region to help spearhead growth and serve local clients. This role prefers candidates with an active state license or willingness to obtain it quickly, and a passion for leadership and community impact.

You will work with a team, pursue advancement, and participate in training and development programs, with a flexible schedule and a strong benefits package that includes retirement and health coverage.

Qualifications

• Candidate must hold state licensing or be willing to obtain quickly.
• Strong desire to lead, develop others, and build a growing team.
• Outgoing and community‑minded with excellent communication skills.

Responsibilities

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

Skills

Team spirit

Competitive nature

Authenticity

Education

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 Erickson 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.

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

Sean Erickson - Regional Director

• Personal Background: Devoted father and husband; found his passion for financial services while in school.
• Outside Interests: Love watching the Nebraska Cornhusker in all sports and is a huge fan of the Denver Broncos.
• Professional Journey: Was a student going to school for computers as well as bartending before starting with Modern Woodmen.
• Vision at Modern Woodmen: Found a supportive home in a region that prioritized people, offering a judgment-free environment, and empowering families to build better lives.

Masen Needles - Managing Partner:

• Managing Partner with Modern Woodmen for 4 years.
• Masen was formerly a manager of 9-Round fitness centers in Lincoln, NE.
• Personally: Still into his fitness and makes sure he helps others out with that as well. Married and loves spending time with his family.

Ashley Davidson - Managing Partner:

• Financial Representative with Modern Woodmen for 3 years.
• Very involved with our fraternal side as well as a top producer of the company.
• Personally: Ashley plays a lot of volleyball and just loves hanging out with Family and Friends.

Michael Zadalis - Financial Representative:

• Been with Modern Woodmen for 2 years.
• Former golf professional with a background in the country club industry.
• Personally: Michael is very involved in his children's school activities and enjoys supporting them in their sports and extracurricular events.

Andrew Moser - Financial Representative:

• Financial Representative with Modern Woodmen for 2 years.
• Came to Modern Woodmen from Carvana and before that worked at the University of Nebraska-Lincoln in the event department.
• Personally: Very devoted family man, he and his wife have 2 children of their own and he just adopted the 2 children.

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.