Financial Services Representative

Modern Woodmen of America; Baton Rouge (LA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Pension plan

Travel opportunities

Performance incentives

Job summary

Modern Woodmen of America in Baton Rouge, LA, seeks a Financial Representative who is driven to help individuals and families achieve financial success while building a rewarding career. You’ll guide clients with tailored strategies and grow your practice through community engagement.

The role emphasizes client service, prospecting, and collaboration with mentors. The company offers comprehensive benefits, a clear associate level, and full-time employment, inviting self-motivated professionals

Qualifications

• 1+ year of client-facing or customer service experience.
• Strong communication skills.
• Knowledge of financial planning, retirement, or related fields.

Responsibilities

• Guide clients toward long-term financial goals with tailored strategies.
• Build community relationships through networking and outreach.
• Actively prospect and develop new client opportunities.
• Collaborate with mentors to sharpen financial skills.
• Educate families on products that protect their futures.
• Leverage referrals to grow the client base.
• Participate in community and fraternal activities locally.

Skills

Client-facing experience

Strong communication

Financial planning

Retirement planning

Job description

Financial Representative – Build Your Career While Impacting Lives

Are you driven, people-focused, and ready to take control of your future? We’re looking for a motivated individual who is passionate about helping others achieve long-term financial success while building a rewarding career of their own.

What You’ll Do?

As a Financial Representative, you’ll play a key role in empowering individuals and families with personalized financial solutions. You’ll:

• Guide clients toward achieving their long-term financial goals through tailored strategies
• Build meaningful relationships within your community through networking and outreach
• Actively prospect and develop new client opportunities
• Collaborate with experienced mentors to sharpen your expertise
• Educate families on financial products and services that protect and strengthen their future
• Leverage referrals and introductions to grow your client base
• Engage in community and fraternal activities that make a real local impact

What Makes You a Great Fit?

We’re looking for someone who is:

• Entrepreneurial – You’re self-motivated and excited to build your own business
• Community-oriented – You genuinely enjoy connecting with people and making a difference
• A strong communicator – You can explain complex ideas clearly and build trust with ease
• Detail-driven and committed to delivering accurate, high-quality financial plans

What You’ll Gain?

We invest in your success with a comprehensive rewards package:

• Hands-on training and ongoing professional development
• Medical, dental, and vision insurance (company-paid)
• 401(k) with company match + non-contributory pension plan
• Performance incentives, travel opportunities, and exciting rewards
• Level: Associate
• Employment Type: Full-Time
• Key Areas: Finance, Business Development, Sales

Preferred Qualifications :

• At least 1+ year experience in:
• Client-facing or customer service roles
• Strong communication
• Financial planning, retirement, or related fields

Ready to take the next step?

Join a company where your ambition is rewarded, your work has purpose, and your success has no limits.

About Us

Since 1883, we’ve been dedicated to helping individuals and families secure their financial futures. Our representatives do more than offer financial solutions—they build lasting relationships and strengthen communities.

By providing financial protection and guidance, our work helps fund valuable programs that support education, volunteerism, and local initiatives. Here, you’re not just building a career—you’re making a difference.