Financial Representative

Modern Woodmen of America

. Address members’ financial needs .

Posted 10/3/2026full-timeUnited StatesMid-LevelSenior💰 $97,000 - $192,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and team development skills while addressing members' financial needs and contributing to community growth. Holds or is willing to obtain necessary financial certifications and licenses to effectively support clients.

Highest-signal resume keywords

SIE CertificationLife/Health LicenseTeam DevelopmentCommunity EngagementRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Team SpiritedEnthusiasticCompetitive NatureGenuine and AuthenticMotivated

Certifications & Qualifications

SIE CertificationLife/Health License

Industry Keywords

Financial NeedsLocal CommunityTeam SuccessRecruitingTraining

About the role

Key responsibilities & impact

Address members’ financial needs
Demonstrate leadership in the community
Support the continued growth of the local office
Over time, recruit, train, and develop other financial representatives
Contribute to the overall success of the team
Build relationships with members, families, and local communities

Requirements

What you’ll need

Team spirited, enthusiastic, and possesses a great attitude when facing challenges
Competitive nature
Genuine and authentic, with a willingness and drive to contribute and achieve the goal at hand
SIE Certification or willingness to quickly obtain
Life/Health License or willingness to quickly obtain
Motivated to make a meaningful impact on clients and the local community
Appropriate state licensing, or willingness to obtain it quickly
Ability and motivation to lead, develop others, and help build a growing team

Benefits

Comp & perks

401(k)
401(k) matching
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Exclusive training/development with experienced financial services professionals
Prestigious credentials and recognition
Life insurance
Professional development assistance
Referral program
Strong benefits and retirement package
Dedicated in-house administrative support
Mentorship program
Ongoing specialized training
Career advancement opportunities
Collaboration with highly productive peers
Flexible work from home options available