Remote Financial Representative – Growth & Training

Foster Region - Modern Woodmen of America; Laguna Hills (CA); 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 invites a motivated Financial Representative to help lead growth in the local office. You will address members’ financial needs, demonstrate leadership in the community, and support team development while delivering value to clients.

Flexible work options available; licensing required or quickly obtainable (SIE/Life/Health). The role offers commissions, strong benefits, and opportunities to advance through training and credentials.

Qualifications

• Team-spirited, with a positive attitude toward challenges.
• Willingness to quickly obtain required securities licenses (SIE/Life/Health).
• Strong communication and leadership abilities.
• Experience in financial services is a plus.

Responsibilities

• Address members’ financial needs and demonstrate community leadership.
• Support the growth of the local office and field teams.
• Potential to recruit, train, and develop other financial representatives.
• Collaborate with leadership to expand the regional team.

Skills

Team spirit

Enthusiastic

Competitive nature

Genuine and authentic

Education

SIE Certification

Life/Health License

Job description

Modern Woodmen invites a motivated Financial Representative to help lead growth in the local office. You will address members’ financial needs, demonstrate leadership in the community, and support team development while delivering value to clients.

Flexible work options available; licensing required or quickly obtainable (SIE/Life/Health). The role offers commissions, strong benefits, and opportunities to advance through training and credentials.