At a Glance
- Tasks: Help individuals achieve financial goals with tailored plans and support.
- Company: Join Modern Woodmen, a leading fraternal benefit society making a positive community impact.
- Benefits: Enjoy paid medical, 401(k) matching, bonuses, and expense-paid trips.
- Other info: Comprehensive training and mentorship provided from day one.
- Why this job: Make a real difference in people's lives while growing your career.
- Qualifications: Passion for finance and ability to obtain necessary licenses.
The predicted salary is between 58500 - 71500 $ per year.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals.
They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion in assets.
Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.
- Our representatives provide financial guidance and products to help members protect their families and their futures.
- Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs.
- Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
- Show integrity and character.
- Demonstrate leadership skills.
- Team-oriented.
- Focus on results/success driven.
- Can or have overcome adversity.
- Grow by helping others.
- Show volunteer spirit in the community.
- Look for self-improvement opportunities.
- Enjoy building long-term relationships.
- Credible, trustworthy and honest.
Education and training
Modern Woodmen’s education and training programs start the first day and continue throughout your career.
Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need.
With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role.
Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
- Passion for bettering members’ financial lives.
- Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
- Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
- Paid medical and dental insurance.
- 401(k) retirement plan with company match.
- Noncontributory pension plan.
- Group term life insurance.
- Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
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Financial Representative in Ottawa employer: Modern Woodmen
At Modern Woodmen of America, we pride ourselves on being an exceptional employer that empowers our financial representatives to make a meaningful impact in their communities. With comprehensive training programs, competitive benefits including paid medical and dental insurance, and a strong focus on personal and professional growth, we foster a supportive work culture that values integrity and teamwork. Join us to not only advance your career but also to contribute to enriching the lives of our members through fraternalism and community engagement.
