Financial Representative - Seeking Growth

Wisconsin Region - Modern Woodmen of America

Financial Representative - Seeking Growth

Milwaukee, WI
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    The Wisconsin Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.

    Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids

    Meet Our Regional Director:

    Danny Frey II is Regional Director for Modern Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community involvement. With nearly 19 years in the industry, Danny brings a blend of experience, leadership, and dedication to Modern Woodmen’s mission of making lives better through service and fraternalism. Before joining the organization in 2007, he owned and operated his own bar and grill, which fueled his passion for building relationships and leading with purpose. Outside of work, Danny enjoys supporting his kids’ sports and spending time working on cars.

    About Modern Woodmen:

    Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

    The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.

    Perks/Benefits:

    Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.

    Exclusive training/development with experienced financial services professionals supporting you.

    An 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.

    Dental, health, and vision insurance

    Flexible schedule

    Life insurance

    Professional development assistance

    Referral program

    Qualifications:

    Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges

    Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.

    Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.

    Required Active Financial Licenses:

    SIE Certification or Willingness to Quickly Obtain

    Life/Health License or Willingness to Quickly Obtain

    Deadline: Apply soon as this position will go fast.

    Flexible work from home options available.