Financial Representative - Seeking Growth
About The Position
The Hill 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: Lucas Hill: Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry. Outside of Work: Avid golfer and enjoys traveling, watching Pacers games, and playing soccer. About: Grew up in a Chicago suburb, attended college south of Indy, deeply values real financial planning and education. Beau: Prior Experience: Former director of a youth soccer academy, now a Managing Partner in Greenwood. Time in Seat: 4 years as Managing Partner. Outside of Work: Enjoys golfing, traveling, and volunteering in his local community. About: Married with two children, integrates his passion for sports and community service into his personal and professional life. Kurtis: Prior Experience: Senior Financial Advisor at MWA. Time in Seat: 7 years in Wanatah, Indiana. Outside of Work: Loves outdoor activities with his wife and spending quality time with friends and family. About: Focuses on fostering strong personal and financial relationships. Amanda: Prior Experience: Former counselor, now a Financial Advisor at MWA. Time in Seat: 1 year in the financial sector. Outside of Work: Plays professional soccer for Indy Eleven. About: Originally from Cincinnati, now living in Indianapolis, dedicated to blending her skills in counseling with financial advising. 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.
Requirements
- Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
- Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
- SIE Certification or Willingness to Quickly Obtain
- Life/Health License or Willingness to Quickly Obtain
Nice To Haves
- 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.
Responsibilities
- addressing members’ financial needs
- demonstrating leadership in the community
- supporting the continued growth of the local office
- recruiting, training, and developing other financial representatives
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
