Financial Representative

Modern Woodmen of America

. Address members’ financial needs .

Posted 11/3/2026full-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-building capabilities while addressing members' financial needs. Holds or is willing to obtain necessary licenses and certifications to support regional growth and team success.

Highest-signal resume keywords

State LicensingSIE CertificationLife/Health LicenseTeam LeadershipFinancial Needs Assessment

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Team SpiritedEnthusiasticGreat AttitudeCompetitive NatureGenuine and Authentic

Certifications & Qualifications

SIE CertificationLife/Health License

Industry Keywords

Financial NeedsCommunity LeadershipTeam DevelopmentRegional GrowthFinancial Representatives

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 a growing team and help spearhead continued regional growth

Requirements

What you’ll need

Currently holds the appropriate state licensing, or is willing to obtain it quickly
SIE Certification or willingness to quickly obtain
Life/Health License or willingness to quickly obtain
Team spirited, enthusiastic, and possesses a great attitude when facing challenges
Possessing a competitive nature
Genuine and authentic, with a willingness and drive to contribute and achieve the goal at hand

Benefits

Comp & perks

Pension
401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Exclusive training/development with experienced financial services professionals
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
Life insurance
Professional development assistance
Referral program
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Collaboration with highly productive peers
Flexible work from home options available