Senior Financial Representative

1 month ago

Naples, United States Modern Woodmen of America Full time

Who are we looking for? An entrepreneurial minded individual who is passionate about personal growth, helping others, and desires unlimited income and opportunity.


Who we are:

Modern Woodmen Fraternal Financial and MWA Financial Services. A not-for-profit financial planning organization.


We are the nation’s third-largest fraternal benefit society in terms of assets. Fraternalism is a unique combination of business and giving back to those we serve; a continuous cycle of positive impact. As a fraternal financial services organization, we exist for the benefit of nearly 730,000 members.


We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning and employee benefits.


Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.


Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.


Benefits Include:


At Modern Woodmen of America, we recognize how hard our team members work in order to provide our members with the best products and services possible. Therefore, we are pleased to offer our Financial Representatives extensive training, competitive compensation, and an excellent benefits package.


  • Hands-on, extensive training program
  • Medical, dental and vision Insurance paid for
  • 401(k) retirement planning with company match
  • Non-contributory pension plan
  • Group term life insurance benefits
  • Expense-paid trips, valuable prizes, and exciting incentives


Job Responsibilities:

  • Work with current or new members to provide them information about the financial services their families could utilize
  • Networking with individuals throughout the community
  • Continuously prospecting in order to secure appointments
  • Participating in mentor-lead appointments
  • Asking customers for favorable introductions
  • Engaging in personal observation through the community
  • Participating in fraternal activities


Job Requirements:

  • Current Series 6 or Series 7
  • Highly competitive and professional
  • Excellent listeners with superb verbal, written, and interpersonal skills
  • Individuals who value honesty, integrity, and perseverance

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