Financial Services Representative

Modern Woodmen of America; Louisiana (MO); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Hands-on training and development

Medical, dental, and vision insurance

401(k) with company match

Non-contributory pension plan

Group term life insurance

Performance incentives

Job summary

Modern Woodmen of America is seeking a Financial Representative to empower individuals and families with tailored financial solutions while building a rewarding career. In this full-time role, you’ll develop client relationships, educate communities, network, and collaborate with mentors to sharpen expertise.

We offer hands-on training, medical/dental/vision coverage, a 401(k) with company match and a non-contributory pension, plus performance incentives to recognize your impact.

Qualifications

• 1+ year experience in client-facing or customer service roles
• Strong communication skills and ability to explain complex ideas clearly
• Financial planning, retirement, or related fields experience preferred

Responsibilities

• Guide clients toward achieving long-term financial goals through tailored strategies
• Build relationships within your community through networking and outreach
• Actively prospect and develop new client opportunities
• Collaborate with 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

Skills

Entrepreneurial

Community-oriented

Strong communicator

Detail-driven

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
• Group term life insurance
• Performance incentives, travel opportunities, and exciting rewards

Position Details:

• Level: Associate
• Employment Type: Full-Time
• Industries: Financial Services | Investment Management | Insurance
• 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

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.