Financial Representative - Entry Level
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AI Summary
The Financial Representative is responsible for addressing members' financial needs and demonstrating leadership within the community. Over time, the role expands to include recruiting, training, and developing other team members to ensure office growth.
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
The Polk Region of 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
Check out the varying backgrounds of some of our local leaders:
Daniel Polk - Regional Director
- Personal Background: Devoted father and husband; played professional football in the German Football League before beginning with Modern Woodmen in 2012.
- Outside Interests: Enjoys playing with his young kids, boating at the lake with his wife and friends, hunting, and playing golf.
- Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
Zach Mcdowell - Managing Partner:
- Began his career with Modern Woodmen in 2015.
- Formerly was a chemical engineer for Merck and Biogen before beginning with MW.
- Personally: Loves spending time with his wife and two daughters. Enjoys golfing, fishing, and traveling.
Shaye Polk - Financial Representative:
- Started with Modern Woodmen in 2022.
- Formerly spent 16 years as an adult medicine PA and had a practice of about 700 patients/clients.
- Personally: Enjoys watching football, tailgating, playing golf, and exploring great restaurants.
Clay Lockamon - Financial Representative:
- Began his career with Modern Woodmen in 2019.
- Was a college baseball player at UNC-Wilmington before starting with MW.
- Personally: Loves being a father and spending time with his daughter. Enjoys boating, duck hunting, playing golf, and spending time with friends.
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
Deadline: Apply soon as this position will go fast.
Flexible work from home options available.
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