Licensed Financial Professional

Koerselman Region - Modern Woodmen of America

Licensed Financial Professional

Bismarck, ND +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    Retirement

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Are you a licensed financial professional seeking a meaningful career where you can grow, lead, and give back? At the Koerselman Region - Modern Woodmen of America, we offer a mission-driven opportunity to support families in their financial journeys—while staying rooted in your community.

    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.

    Follow this link to learn more about the path to leadership at Modern Woodmen of America: https://www.modernwoodmen.org/careers/leadership-and-advancement/

    Position Overview: As a Financial Professional at Modern Woodmen, you play a vital role in addressing members' financial needs, demonstrating leadership in the community, and driving the growth of the local office. Our Region provides an exciting opportunity to make a significant impact on the financial well-being of individuals and families in the local communities we serve.

    Check out the varying backgrounds of some of our local leaders:

    Patrice McCann-Koerselman - Regional Director:

    Started with MWA: January 1996

    Before MWA: Sold furniture.

    Personally: Enjoys spending time with family and friends, relaxing at the lake or in my pool, gardening, and biking. Her favorite sports team is the Washington Commanders.

    Jessica Koerselman - Financial Representative:

    Started with MWA: January 2025

    Before MWA: Worked for American Family Insurance as a sales and service representative, selling home, auto, and life insurance while assisting clients in person and over the phone.

    Personally: Loves spending time with family and friends, especially at the lake during the summer. She also enjoys playing golf and pickleball. Cheers on the Minnesota Vikings during football season and loves traveling as much as possible—with a goal to visit all 50 states!

    Andrew Koerselman - Financial Representative:

    Started with MWA: Fall 2024 (full-time January 2025)

    Before MWA: Worked as a teller at a credit union.

    Personally: Passionate about spending time with family (mom, dad, and sister) and friends. Enjoys fishing at the lake, being outdoors, and cheering on his favorite teams—the Minnesota Vikings, Minnesota Wild, Minnesota Timberwolves, and the New York Yankees.

    Key Responsibilities:

    Serve members' financial needs by providing tailored financial solutions.

    Exemplify leadership in the community through active involvement and engagement.

    Drive the growth of the local office by recruiting, training, and developing financial representatives.

    Build and nurture a high-performing team to contribute to the success of Modern Woodmen.

    Qualifications:

    Life License (required or willingness to quickly reinstate/obtain)

    SIE, 6, 63, and 26 OR 7, 63, 24 (required to obtain if not active)

    Strong community connection

    Leadership skills and effective communication ability

    Strong background in sales or customer service

    Unique Fraternal Component: Modern Woodmen's fraternal component sets it apart in the financial services industry. The organization gives back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are more than clients—they are part of a community that makes a tangible impact through both time and financial contributions.

    Benefits:

    Competitive compensation package

    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

    Full competitive benefits package, including retirement

    Training and Development:

    You will receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, our Region is committed to providing extensive field and office support to new Managing Partners. This hands-on approach continues until you achieve self-sufficiency in both skills and development.

    Upward Mobility:

    You will have the potential to advance their careers and grow their own teams at their own pace. The organization actively encourages upward mobility and offers abundant opportunities for career advancement that are unique in the industry.

    Next Steps:

    If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us clear away financial burdens for families and contribute to the growth and success of the Region.

    Flexible work from home options available.

  • Locations
    Bismarck, ND • Fargo, ND