Financial Representative - Seeking Former Educators/Coaches
Benefits:
401(k)
401(k) matching
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Teaching/Coaching Expertise to Financial Services – A Pathway to Leadership with the Ward Region - Modern Woodmen of America!
Are you an educator or coach interested in exploring a new career path? The Ward Region of Modern Woodmen of America invites professionals from the education and coaching fields to consider how their communication skills, mentorship experience, and passion for helping others can align with a career in financial services as a Financial Representative. This role offers fresh opportunities for personal growth, increased income potential, and long-term professional impact. Here’s why many former educators and coaches have found success in making this meaningful transition:
Strong Interpersonal and Communication Skills: Educators and coaches are natural communicators who excel at breaking down complex topics—an essential skill for guiding clients through financial decisions with clarity and confidence.
Commitment to Helping Others Succeed: Just as they’ve supported students or athletes in reaching their potential, they thrive in financial services by helping clients set, pursue, and achieve meaningful financial goals.
Discipline and Goal Orientation: Coaching and teaching require planning, consistency, and tracking progress—all transferable skills that align perfectly with the structured approach needed for financial planning and long-term client relationships.
Trust and Relationship Building: Coaches and educators often serve as trusted mentors; that ability to build rapport and earn trust is invaluable in fostering lifelong client relationships in financial services.
Meet Our Local Leaders:
Matt Ward is the Regional Director of the Ward Region, and began his career with Modern Woodmen as an intern in 2009. After graduating in 2010, he became a financial representative and has grown within the organization ever since. Raised on a family farm and having run a lawn care business in college, Matt brings a strong work ethic and hands-on experience to leadership. Outside of work, his life centers around faith, family, and the outdoors. He especially enjoys hunting, fishing, and coaching sports with his 8-year-old son.
Mason Laws joined Modern Woodmen as a Financial Representative in November 2024. Before that, he worked as a Financial Analyst at Rabo AgriFinance, where he underwrote loans for farmland and equipment. Mason is passionate about the outdoors and stays active through hunting, fishing, hiking, kayaking, and golfing. His favorite type of hunting is duck hunting, though he also enjoys deer season. When he’s not outside, he’s spending time with friends and family.
Annette Miller has been a dedicated team member at Modern Woodmen for 27 years. She originally studied nursing and worked in home health care for eight years before transitioning to financial services. Annette is deeply committed to community service, volunteering with the Huntington’s Disease Team Walk of Hope and the Women 2 Women ministry at St. Joseph. She values time with her family and friends and finds purpose in serving others.
Allen Edwards joined MWA in 2022 after a career as a police officer, where he developed a strong passion for helping others. He is actively involved in his community and enjoys spending time with family and friends. He and his wife Aly love being outdoors, especially at the lake, and attending social events together. Allen finds fulfillment in building relationships and making a positive impact both personally and professionally.
Phillip Andrews joined Modern Woodmen in June 2021, bringing a unique background in both finance and ministry. Before transitioning to financial services, he worked as a Finance Manager at a Harley-Davidson dealership and spent over 15 years in ministry. Phillip is passionate about helping others and strengthening his community. Outside of work, he enjoys bowhunting, spending time with his wife and daughters, and living out his faith through service and purpose-driven work.
About Modern Woodmen of America:
Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.
Benefits:
Competitive compensation range
Opportunity for personal and professional growth
Fraternal programs and activities to enhance quality family life
Involvement in local volunteer projects and community impact
Supportive and open communication culture
Target Achievement: Meet or exceed business development goals
Qualifications:
Team-Oriented
Enthusiastic
Positive attitude
Self-Starter
Community-Focused
Coachable
Athletic background (bonus)
Military background (bonus)
Goal-Driven
Willingness to obtain state insurance license
College degree (preferred, not required)
Role Responsibilities:
Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
Deadline: Apply soon as this position will go fast.
Flexible work from home options available.