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. Holds or is willing to obtain necessary state licenses and certifications to support financial services.

Highest-signal resume keywords

State LicensingSIE CertificationLife/Health LicenseTeam DevelopmentFinancial 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

LeadershipTeam SpiritEnthusiasmAuthenticityCompetitive Nature

Certifications & Qualifications

SIE CertificationLife/Health License

Industry Keywords

Financial ServicesTeam SuccessCommunity LeadershipRecruitmentTraining

About the role

Key responsibilities & impact

Address members’ financial needs
Demonstrate leadership in the community
Support the continued growth of the local office
Recruit, train, and develop other financial representatives over time
Contribute to the overall success of the team

Requirements

What you’ll need

Currently holds the appropriate state licensing, or is willing to obtain it quickly
Active SIE Certification or willingness to quickly obtain
Life/Health License or willingness to quickly obtain
Team spirited, enthusiastic, and possessing a great attitude when facing challenges
Genuine and authentic, with willingness and drive to contribute and achieve goals
Competitive nature or experience as a former athlete is a bonus

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
Environment and culture of mutual support and growth
Prestigious credentials and recognition
Opportunities for growing income and character
Strong benefits and retirement package
Life insurance
Professional development assistance
Referral program
Flexible work from home options
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Collaboration with highly productive peers