Financial Representative Seeking Growth

Lee Region - Modern Woodmen of America; Winfield (AL); 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

Opportunity for advancement

Training & development

Vision insurance

Life insurance

Professional development assistance

Referral program

Job summary

Modern Woodmen of America in Alabama is seeking a Financial Representative to help grow the local office and serve members with financial guidance. This role rewards leadership, mentoring, and building a trusted client base.

The position emphasizes licensing requirements (SIE and Life/Health) with flexible, work-from-home options and a strong benefits package including retirement plans and training opportunities.

Qualifications

• Team spirited and enthusiastic attitude toward challenges.
• Bonus: experience as athlete or in team sports.

Responsibilities

• Address members’ financial needs and demonstrate leadership in the community.
• Support growth of the local office and recruit/train developing representatives.

Skills

Team oriented

Athletic mindset

Positive attitude

Job description

Benefits:

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

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.

Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids

Meet Our Regional Director:

Cameron Lee is a Regional Director with Modern Woodmen of America, where he leads advisor growth and development across Alabama. Since starting his career with Modern Woodmen in October 2008, he has been dedicated to fostering teamwork, building strong relationships, and helping families and businesses achieve financial security. Cameron is passionate about developing advisors into leaders and creating a culture of trust and collaboration. Outside of work, he enjoys deer hunting, playing music, golf, and serving in his church community, all of which reflect his love for connection, teamwork, and faith.

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:

• Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.
• 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 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

Flexible work from home options available.