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 relationship-building skills to address members' financial needs while contributing to team success. Holds or is willing to obtain necessary financial certifications to support growth and development in the local office.

Highest-signal resume keywords

SIE CertificationLife/Health LicenseLeadership SkillsTeam CollaborationRelationship Building

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

Enthusiastic AttitudeCompetitive NatureGenuine and Authentic Approach

Certifications & Qualifications

SIE CertificationLife/Health License

Industry Keywords

Financial NeedsCommunity EngagementTeam SuccessRecruitmentTraining and Development

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

SIE Certification or willingness to quickly obtain
Life/Health License or willingness to quickly obtain
Team spirited, enthusiastic, and positive attitude when facing challenges
Competitive nature
Genuine and authentic, with willingness and drive to contribute and achieve goals
Compensation is through commissions and performance-based incentives; historical annual earnings approximately $97,000–$192,000, not guaranteed

Benefits

Comp & perks

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
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