Job Details

Financial Representative Associate

  2025-06-04     Modern Woodmen     Sherman,TX  
Description:

Kickstart your career in financial services with a dynamic organization that positively impacts countless families and communities annually. At Modern Woodmen of America, a fraternal financial services organization, we are dedicated to helping families navigate through life stages. Collaborating with our members nationwide, we work towards building bright futures in the communities we serve.

About the Role

As a Financial Representative at Modern Woodmen of America, you will be instrumental in empowering individuals from diverse backgrounds to achieve their financial aspirations. Your role involves creating customized financial plans that assess members' current situations, outline their future goals, and provide essential financial tools and support to help them succeed.

About Modern Woodmen of America

Modern Woodmen of America stands as one of the largest fraternal benefit societies in the nation, boasting over $18 billion in assets. Our unique approach combines business with community service, creating a perpetual cycle of positive impact.

  • Our Representatives offer financial guidance and products aimed at helping members protect their families and secure their futures.
  • Our Products support member programs that encompass social, educational, and volunteer activities, enriching the lives of our members and addressing local needs.
  • Our Programs strengthen relationships, fostering membership growth and amplifying community impact.

We take pride in the impact we make through fraternalism. It empowers Modern Woodmen, and you as a financial representative, to create a difference in your community!

In 2024, Modern Woodmen invested $17.4 million in support of fraternal programs, benefitting members in hometown communities of all sizes across the United States.

About You

  • Exhibit integrity and strong character.
  • Demonstrate leadership capabilities.
  • Collaborative and team-oriented.
  • Results-driven with a focus on success.
  • Possess resilience in overcoming challenges.
  • Aim to grow by assisting others.
  • Show a spirit of volunteerism within your community.
  • Actively seek opportunities for self-improvement.
  • Enjoy cultivating long-term relationships.
  • Be credible, trustworthy, and honest.

Education and Training

From day one, you will receive comprehensive training and educational resources at Modern Woodmen to support your career journey. Regardless of your previous experience in financial services, our hands-on workshops, mentorship from seasoned professionals, and access to industry-leading resources will equip you for success as a trusted advisor, making a positive impact on many lives.

Qualifications

  • A genuine passion for improving members' financial well-being.
  • Ability to obtain or currently possess an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license as mandated by state regulations.
  • Willingness to undergo a background check, including regulatory, criminal, and financial assessments.

Benefits and Perks

  • Paid medical and dental insurance.
  • 401(k) retirement plan with company match.
  • Noncontributory pension plan.
  • Group term life insurance.
  • Exciting incentive programs, including expense-paid trips and bonuses.

Modern Woodmen is an equal opportunity employer.


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search